Summary
Overview
Work History
Education
Skills
Websites
Career Advancement Training
Timeline
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JOSE MONTALVO

Richardson

Summary

Strategic and relatable sales professional with over 10 years experience in managing key accounts and driving revenue through new business. Successful at aligning sales initiatives with company goals and profits.

Overview

11
11
years of professional experience

Work History

Head of Sales

C-KOE Metals, L.P.
01.2022 - Current
  • Managed and grew 70+ accounts, resulting in 30% increase in company profit ($2.2M YoY).
  • Increased gross profit margin from 17% to 30% by selling high-margin aluminum products into the aerospace and specialty chemical industries.
  • Negotiated against procurement departments of fortune 500 companies to improve profitability and payment terms.
  • Worked directly with the CEO to align sales, marketing and customer service initiatives with company goals.

Business Development

Nextep
08.2019 - 11.2021
  • Exceeded sales goals, ranked #3 in South Region in 2021.
  • Expanded company footprint into 3 new zip codes by building relationships with local business owners.
  • Maintained detailed tracking of sales activity in Salesforce and close deals with small to midsize businesses.

Insurance Sales

WealthWave
02.2015 - 08.2019
  • Recruited, trained and led a team of 4 insurance agents, increasing overall team performance.
  • Maintained a 92% client retention rate by delivering exceptional customer service.
  • Sold life insurance, annuities, estate planning, and retirement accounts to small businesses and families.

Outside Sales

ADP
06.2014 - 07.2015
  • Achieved #1 ranking in Human Resource Service sales during training period.
  • Sold Human capital Management solutions including payroll, time & attendance, and HR services to owners and CEO's and business owners.
  • Developed and maintained strong relationships with key decision-makers, enhancing customer satisfaction and driving sales growth.

Education

Bachelor of Science - Entrepreneurship & Finance Minor

University of Illinois At Chicago
Chicago, IL
01.2013

Skills

  • Solution selling
  • Strategic account development
  • Negotiation expertise
  • Business development
  • Market and competitive analysis
  • Profitability optimization

Career Advancement Training

Negotiations training

  • Omni Level Negotiations - 2024
  • Camp Negotiations Systems - 202

Timeline

Head of Sales

C-KOE Metals, L.P.
01.2022 - Current

Business Development

Nextep
08.2019 - 11.2021

Insurance Sales

WealthWave
02.2015 - 08.2019

Outside Sales

ADP
06.2014 - 07.2015

Bachelor of Science - Entrepreneurship & Finance Minor

University of Illinois At Chicago

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JOSE MONTALVO