Summary
Overview
Work History
Education
Skills
Timeline
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Joseph Gurgone

Chicago,IL

Summary

A versatile and detail-oriented professional with a proven track record of success in generating potential leads, soliciting customers, and driving sales in a fast-paced environment. Instrumental in devising effective sales strategies to address business development challenges, ultimately improving profitability and long-term value of the company. Expertise lies in overseeing all sales and business development activities within assigned territory, as well as targeting key accounts and customers in strategic markets. Consistently demonstrates ability to identify and capitalize on business development opportunities throughout the sales lifecycle. Strengths include setting up productive in-person or phone call meetings and diligently following up with customers to ensure satisfaction and retention. Excellent communication, analytical, multitasking, time-management, and relationship-building skills make me well-equipped to drive success in any sales or business development role.

Overview

6
6
years of professional experience

Work History

Assistant Financial Representative

Northwestern
01.2024 - Current

Assistant Financial Representative

Northwestern Mutual
12.2021 - 04.2023
  • Collaborated in development of insurance proposals for both new and established clients to achieve desired objectives
  • Conducted thorough and in-depth analysis of portfolios to ensure accuracy and completeness
  • Generated retirement income projection analysis to aid in financial planning for clients
  • Achieved all quarterly updates to advisory portfolios before the stock market opened the next day

Sales Development Representative

Syntellis Performance Solutions
05.2023 - 09.2023
  • Coordinated with account executives to develop effective touch point strategy for the Western Territory
  • Oversaw management of all health solutions in the Western territory of the US
  • Achieved and exceeded monthly and annual sales targets.
  • Achieved significant milestone by securing a meeting with a multibillion-dollar health system within a swift two-month period
  • Built and managed accurate sales pipeline to maintain high volume of activity.
  • Used data analytics to identify and track sales trends and develop actionable insights.

Mortgage Consultant

Prosperity Home Mortgage, LLC
04.2021 - 11.2021
  • Cultivated mortgage loan business at Berkshire Hathaway offices and various real estate brokerages in Chicago and the western suburbs
  • Provided consultancy to prospective and current customers about Prosperity's programs, rates, policies, and procedures to ensure retention
  • Achieved certification by successfully finishing 30-day sales training course and passing the NMLS exam in Illinois
  • Liaised with a seasoned mortgage consultant to enlarge potential business through loan process support

Mortgage Department Closing Specialist

JP Morgan
09.2019 - 03.2021
  • Managed precise and punctual processing of mortgages in a fast-paced, high-production setting
  • Validated crucial information independently to guarantee accurate processing and delivery of a top-notch product to the customer
  • Met demanding timelines, delivering around six mortgage files each day
  • Secured $50M loan for high valued client within a week by consulting with colleagues and applying own experience

Education

Bachelor of Science - Marketing & Finance

Butler University
Indianapolis, IN
05-2019

Skills

  • Campaign Development
  • Customer Acquisition/Retention
  • Deal Closing
  • Lead Generation
  • Relationship Management
  • Consultative Sales
  • Customer Satisfaction
  • Financial Analysis
  • Microsoft Office 365 Suite
  • Sales & Marketing Operations
  • Contractual Negotiation
  • Data Analytics
  • Interpersonal Communication
  • New Business Development
  • Team Player
  • Sales expertise
  • Client servicing

Timeline

Assistant Financial Representative

Northwestern
01.2024 - Current

Sales Development Representative

Syntellis Performance Solutions
05.2023 - 09.2023

Assistant Financial Representative

Northwestern Mutual
12.2021 - 04.2023

Mortgage Consultant

Prosperity Home Mortgage, LLC
04.2021 - 11.2021

Mortgage Department Closing Specialist

JP Morgan
09.2019 - 03.2021

Bachelor of Science - Marketing & Finance

Butler University
Joseph Gurgone