Lawrence Dalessandro
Regional Sales Consultant
Lincoln,CA
Summary
Experienced Regional Sales Consultant with 7 years of VA experience driving organizational growth and profitability. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for clients to drive loyalty, retention and revenue. Proven background in relationship-management, collaboration with key internal and external stakeholders and raising thoughtful ideas in support of the firms long-term growth and retention. Highly adept at training, managing, coaching and mentoring sales consultants and associates.
Overview
15
15
years of professional experience
2
2
Certifications
Work History
Regional Sales Consultant
T. Rowe Price
Lincoln, CA
05.2019 - Current
- Leveraged analytics and technology to uncover best opportunities, drive activities, and manage territory.
- Served as advisor to clients by providing timely information on market perspectives, portfolio construction solutions, practice management, and retirement thought leadership ideas.
- Worked with Sales Management to provide feedback and insights on industry trends and market demands for our insurance and FA clients.
- Participated in programs, Social Media Enablement Program, Monte Carlo refresh
Sr. Intermediary Sales Consultant / Variable annuity
T. Rowe Price
Baltimore, MD
02.2015 - 05.2019
- Monitored and managed ISC performance to attain target metrics both individually and team unit.
- Generated new business through effective prospecting, telemarketing, territory planning and relationship building.
- Manage internal sales desk relationships by providing ongoing education and access to collateral through strategic call/email campaign initiatives and in-person presentations
Team Lead – Senior / Participant Service Center
T. Rowe Price
Tampa, FL
11.2009 - 07.2011
- Provided daily supervision in the absence of the supervisor
- Assisted supervisors with daily administrative responsibilities, including coaching and guidance to ensure associates received appropriate direction and development in their roles
- Designed and delivered training content on specific customer service techniques and certain products to ensure all associates had well-informed guidance conversations with customers
Employee Education Consultant / Defined Contribution and Defined Benefit
Mercer
Boston, MA
01.2008 - 10.2009
- Administered in-depth research to identify the individual customer’s investment objectives and goals
- Educated and informed customers about managing their retirement portfolio
- Consulted clients about their defined benefit/pension plan through the use of estimates and actuals to determine clients’ income replacement against their income needs in retirement
Education
Bachelor of Science degree - International Business
Eckerd College
Skills
Relationship Management
Certification
Chartered Retirement Plan Counselor
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Regional Sales Consultant
T. Rowe Price
05.2019 - Current
Certified Investment Management Analyst®
03-2018
Sr. Intermediary Sales Consultant / Variable annuity
T. Rowe Price
02.2015 - 05.2019
Chartered Retirement Plan Counselor
10-2012
Team Lead – Senior / Participant Service Center
T. Rowe Price
11.2009 - 07.2011
Employee Education Consultant / Defined Contribution and Defined Benefit
Mercer
01.2008 - 10.2009
Bachelor of Science degree - International Business
Eckerd College
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