Summary
Overview
Work History
Education
Skills
Certification
LANGUAGES
Awards
Timeline
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JOSEPH STONE

JOSEPH STONE

Bethlehem,PA

Summary

Sales professional with background in lead qualification and client outreach. Expertise in identifying potential clients and nurturing relationships, driving team success and adaptability to changing demands. Reliable collaborator who excels in communication and problem-solving.

Overview

5
5
years of professional experience
9
9

Certifications

Work History

Sales Development Representative

Kredik
11.2023 - 12.2025
  • Serviced over 1,400 clients by clearly articulating value propositions and building robust relationships, ensuring high-level client engagement
  • Engaged with investors daily for client projects, demonstrating strong presentation and communication abilities
  • Raised hard money funds up to 7 million, showcasing negotiation skills and strategic financial insight
  • Conducted 250-350 outbound cold calls per day, effectively targeting enterprise prospects and generating quality meetings
  • Prospected and secured new clients using various channels (in-person, phone, LinkedIn, Twitter, events, emails) and leveraging CRM systems to qualify sales opportunities
  • Managed full-cycle client communication to support the qualification process and maintain strong, lasting relationships

Senior Sales Consultant

Health Experts Alliance
01.2023 - 01.2024
  • Recognized as a top performer by consistently exceeding sales targets and significantly contributing to company growth
  • Built and optimized scalable sales systems to boost team productivity and operational efficiency
  • Designed and managed automation workflows using HubSpot, streamlining lead nurturing and follow-up processes to enhance qualification speeds
  • Executed strategic multi-channel outreach campaigns (LinkedIn, email, phone) to drive high-quality lead generation and set robust sales meetings
  • Closed an average of 3-4 sales per week by triaging inbound calls and leveraging cold calling expertise along with strong presentation skills

Senior Sales Consultant

Tai Lopez Brands
01.2022 - 01.2023
  • Exceeded monthly sales targets and key performance indicators by consistently generating a high volume of qualified leads
  • Scheduled 25+ appointments per week, resulting in 15-20 sales per week through effective prospecting, qualification, and closing
  • Managed CRM systems and sales pipeline on a daily basis, updating statuses and following up on opportunities
  • Conducted 250-300 outbound calls daily to identify new prospects and move opportunities through the sales funnel

Outside Sales Representative

Enriched Legacies
07.2020 - 01.2022
  • Expanded client base to over 500 within 6 months using digital marketing strategies and an outbound prospecting approach
  • Set appointments that secured 760+ sales totaling over $7.6 million in revenue on a high-value $10k offering through effective client qualification, needs-based consultations, and closing abilities
  • Executed 200+ cold calls daily, significantly surpassing activity targets set for prospecting new business
  • Maintained detailed records of all prospecting activities, calls, appointments and client communications in the CRM for follow up
  • Improved customer retention by 15% through enhanced client engagement strategies
  • Boosted regional sales by 25% by implementing innovative outreach methods
  • Achieved the highest quarterly sales target, increasing sales by 30% by streamlining lead qualification
  • Managed a large client base, consistently exceeding sales targets and contributing to overall team success.
  • Exceeded monthly sales targets and quotas consistently.
  • Established new accounts through cold calling and personal visits to potential customers.

Education

International Business B.S. - International Business

Pennsylvania State University

Skills

  • Cold Calling
  • CRM Systems
  • Lead qualification
  • Customer relationship building
  • Relationship building
  • Client relationship management
  • Sales strategy development
  • Strategic planning
  • Rapport and relationship building
  • Business development and planning

Certification

  • Patrick Bet David Sales Mastermind
  • Inbound Closer Taylor Welch
  • 30 day closer Cole Gordan
  • Jordan Belfort Straight Line Persuasion System

LANGUAGES

English Advanced

Awards

Consistent Sales Overachievement: Exceeded quarterly sales targets consistently by 30% through strategic client engagement and qualification., High Revenue Generation: Generated over $7 million in revenue, closing over 760 sales in high-value offerings., Effective Client Prospecting: Prospected over 1,400 clients using multi-channel strategies, resulting in strong client relationships., Appointment Setting Success: Secured 25+ weekly appointments, consistently closing 15-20 successful sales weekly.

Timeline

Sales Development Representative

Kredik
11.2023 - 12.2025

Senior Sales Consultant

Health Experts Alliance
01.2023 - 01.2024

Senior Sales Consultant

Tai Lopez Brands
01.2022 - 01.2023

Outside Sales Representative

Enriched Legacies
07.2020 - 01.2022

International Business B.S. - International Business

Pennsylvania State University

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