Lorenzo Pusateri
Financial Sales Professional
Sherman,CT
Summary
Sales Representative with extensive experience in B2B environments. Proven ability to demonstrate products and close sales with a tenacious and driven approach. Talented networker with expertise in cold calling, strategic planning, and task prioritization, focused on maximizing efficiency and sales success.
Overview
2025
2025
years of professional experience
4
4
Certifications
Work History
Group Retirement Plan Specialist
Mutual of America Financial Group
7 2022 - Current
- Achieved 151% of sales goal in 2024, selling group retirement plan services to small and mid-sized companies and nonprofit organizations.
- Developed 41 new business opportunities for takeovers and start-ups through cold calling, emailing, and referral business.
- Maintained up-to-date knowledge of industry trends and legislative changes, ensuring accurate information was provided to clients and their participants, and identified areas for improvement in existing retirement plans, proposing modifications that resulted in better long-term outcomes for participants.
- Organized the transfer of 401(k) and 403(b) plans by coordinating internally and with the plan sponsor's current provider while working remotely.
Crew Member
Starbucks Corporation
01.2022 - 06.2022
- Meeting store operating policies and standards, including providing quality beverages and food products, cash handling and store safety and security
- Engaging with and understand our customers, including discovering and responding to customer needs through clear and pleasant communication
Senior Caregiver
Right At Home LLC
01.2022 - 06.2022
- Utilizing customer service skills to ensure residents receive exceptional and meaningful care
- Keeping regular and consistent attendance and punctuality
Education
Bachelor of Science - Business Economics And Finance, Writing
Sacred Heart University
Fairfield, CT 05.2001 -
Bachelor of Science - Business Economics and Finance, Writing
Sacred Heart University
Fairfield, CT 08.2018 - 05.2022
Certification
FINRA SIE
Timeline
CRPS Designation
03-2024
Series 63 License
11-2022
Series 6 License
10-2022
FINRA SIE
09-2022
Crew Member
Starbucks Corporation
01.2022 - 06.2022
Senior Caregiver
Right At Home LLC
01.2022 - 06.2022
Bachelor of Science - Business Economics and Finance, Writing
Sacred Heart University
08.2018 - 05.2022
Bachelor of Science - Business Economics And Finance, Writing
Sacred Heart University
05.2001 -
Group Retirement Plan Specialist
Mutual of America Financial Group
7 2022 - Current
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