Henry DePaolis
Katonah,USA
Summary
Senior Financial sales professional adept at providing consultative client solutions, developing, and leading salespeople, building a pipeline of clients and leads, and generating long-term revenue growth. Accomplished at engaging in business-level and technical conversations at multiple levels of organizations. A history of top producer status and exceeding company and client expectations, and actively taking interest in opportunities to increase customer satisfaction and nurturing customer relationships. Seeking a challenging role where I can leverage my expertise to drive business growth, enhance client satisfaction, and contribute to the overall success of the organization.
Overview
11
11
years of professional experience
Work History
Inside Sales Representative
Symmetry Financial Group
10.2022 - Current
- Demonstrated expertise as a licensed insurance broker, focusing on Mortgage Protection, Final Expense, Life Insurance & Annuities
- Proactively reached out to prospects in New York, Michigan, Texas, and Florida (States of licensure) via an in-house lead generation program, ensuring a consistent pipeline of potential clients
- Conducted comprehensive assessments to qualify, present, and effectively write insurance policies for both new and established clientele
- Leveraged strong communication and negotiation skills to cross-sell additional agency products to existing customers, maximizing revenue opportunities
- Assisted in the strategic acquisition of exceptional talent, contributing to the overall growth and expansion of the company
- Cultivated and mentored future agent leaders, fostering their professional development and empowering them to excel in their roles
Independent Insurance/Benefits Advisor
American Family Life Assurance Company
10.2021 - Current
- Provided expert guidance and consultation to business owners and HR representatives regarding supplemental insurance and benefits for their employees
- Achieved top 10 ranking in the company's prestigious top associate contest by writing the highest annual premium in the 4th quarter
- Developed and tailored strategic supplemental benefits programs for clients, effectively addressing various risks
- Successfully managed the entire sales cycle, including lead generation, prospecting, closing, and follow-up service
- Offered continuous guidance and education on insurance products to ensure clients were well-informed
Certified Debt Specialist
Simple Debt Solutions
New York, New York
08.2023 - 04.2024
- Advised delinquent customers on strategies for debt repayment.
- Counseled clients on debt consolidation options available to them based on their individual circumstances.
- Explained various options available such as debt consolidation loans, bankruptcy filing and consumer proposals.
- Advised customers on debt consolidation options that could help them reduce their monthly payments or total outstanding debts.
- Provided guidance to borrowers on financial management techniques, such as budgeting and debt consolidation.
- Created individualized plans and budgeting strategies to help clients manage their debts effectively.
- Counseled clients on the advantages and disadvantages of various debt repayment strategies.
Capital Specialist
Fora Financial
04.2022 - 12.2022
- Proficient in various capital markets processes, exhibiting a comprehensive understanding of asset-based borrowing facilities
- Successfully led and mentored team members, implemented streamlined departmental structures, and recruited top-quality professionals
- Skilled in managing intricate cross-functional processes including budgets, forecasts, and strategic/long-range plans
- Exceptional expertise in financial modeling and scenario planning
- Highly self-motivated and proactive individual with a strong intellectual curiosity and a genuine passion for finance and business
Senior Account Executive
Paragon Payment Solutions
11.2018 - 04.2021
- Successfully recruited to lead the Connecticut/Northeast sales region for First County Bank, overseeing 16 branches and managing a team of 180 bank representatives
- Exceeded previous year's total referrals and closes by an impressive 85%, consistently achieving outstanding business results
- Built and nurtured a strong, sustainable network of merchants and clients, utilizing exceptional listening, presentation, and closing skills to optimize sales outcomes in a competitive market
- Collaborated with strategic partners to deliver compelling client presentations, negotiate deals, enhance product knowledge, and provide exceptional customer service, resulting in a significant overall increase in sales and effectiveness
Territory sales manager
Heartland Payment Systems
10.2017 - 11.2018
- Acted as the local sales manager for designated territories within the division, providing necessary sales support as directed by the Division Manager
- Efficiently oversaw the complete sales cycle from lead generation to closure, enhancing productivity and resolving bottleneck concerns
- Fostered and nurtured trusted dealer relationships and referral partnerships, leading to the expansion of a reliable network of industry contacts
- Recruited, trained, and cultivated a high-performing sales team, consistently enabling them to meet or exceed their monthly quota of 5-6 clients
Head of Institutional Sales
Advanced Markets FX Ltd.
09.2013 - 06.2017
- Successfully led the expansion of AMI as a global wholesale foreign exchange business, generating substantial revenue through the sale of proprietary software and technology
- Achieved top global producer status for the Institutional sales desk, consistently delivering annual revenue ranging between $3.5M - $4.0M
- Recruited and supervised a team of highly effective sales personnel, ensuring the development and execution of strategic sales initiatives
- Established and nurtured fruitful relationships with banks, non-bank institutions, vendors, and partners, enhancing market presence and driving business growth
- Utilized company's technology infrastructure, trading platform, and liquidity to strategically generate long-term revenue growth
- Demonstrated expertise in targeting and successfully selling to Hedge funds, Proprietary trading firms, Asset managers, Commodity Trading Advisors, and brokers
Education
Business and Marketing -
Pace University
PLEASANTVILLE, NY, USASkills
- Senior Financial sales professional
- Consultative client solutions
- Building a pipeline of clients and leads
- Generating long-term revenue growth
- Business-level and technical conversations
- Top producer status
- Exceeding company and client expectations
- Nurturing customer relationships
- Licensed insurance broker
- Cross-selling additional agency products
- Strategic talent acquisition
- Mentoring future agent leaders
- Team leadership and mentoring
- Sales cycle management
- Consultative sales approach
- Sales region leadership
- Building and nurturing a strong network
- Exceptional listening, presentation, and closing skills
- Collaboration with strategic partners
- Dealer relationships and referral partnerships
- Sales team recruitment, training, and cultivation
- Institutional sales leadership
- Global wholesale foreign exchange business
- Proprietary software and technology sales
- Team supervision and strategic sales initiatives
- Relationship building with banks, institutions, vendors, and partners
- Analytical skills
- Financial expertise
Italian
Italian
Native/ Bilingual
French
Limited
Timeline
Certified Debt Specialist
Simple Debt Solutions
08.2023 - 04.2024
Inside Sales Representative
Symmetry Financial Group
10.2022 - Current
Capital Specialist
Fora Financial
04.2022 - 12.2022
Independent Insurance/Benefits Advisor
American Family Life Assurance Company
10.2021 - Current
Senior Account Executive
Paragon Payment Solutions
11.2018 - 04.2021
Territory sales manager
Heartland Payment Systems
10.2017 - 11.2018
Head of Institutional Sales
Advanced Markets FX Ltd.
09.2013 - 06.2017
Business and Marketing -
Pace University
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