MAGNUS STEINBERG

Summary

Business development professional with full-cycle sales experience and a strong closing mindset. Proven ability to build pipelines, run high-converting discovery calls, and close deals with SMB and mid-market decision-makers. Skilled at handling objections, building trust quickly, and driving revenue through consistent sales activity. Experienced in managing CRM pipelines and executing disciplined follow-up to maximize conversions. Highly coachable, fast-learning, and focused on long-term growth in high-performance sales environments.

Overview

years of professional experience

Work History

Life Insurance Agent

UniTrust Financial Group

01.2026 - Current

Reached $10K+ commission week in under 30 days, outperforming typical ramp timelines for new agents
Ranked among top new agents early by driving rapid revenue growth and high close rates
Skilled in objection handling, urgency creation, and guiding prospects to confident buying decisions
Delivered consistent revenue through phone-based and virtual closing environments

Chief Revenue Officer | Account Executive

Liberty In

NJ, FL, TN

10.2023 - 12.2025

Led new business generation through structured outreach, qualification, and client-facing discovery across multiple markets.
Built a sustained outreach system in HubSpot with disciplined forecasting, organized pipeline tracking, and centralized relationship management.
Closed SMB and mid-market accounts by assessing client needs, financial fit, and risk/return factors.
Delivered client-facing analyses on strategic fit and ROI, providing clear recommendations and follow-up actions.
Created scalable growth processes: qualification, messaging, and outreach to improve conversion and CRM efficiency.
Coordinated with internal teams to ensure smooth onboarding and retention.
Produced proposals, presentations, and materials for prospect meetings as business development strategy.

Accounting Co-op

BXP

Boston, MA

01.2024 - 06.2024

Supported month-end close, journal entries, and reconciliations with high accuracy in fast-paced cycles.
Prepared financial statements and audit documentation while coordinating cross-functionally with internal teams.

Finance Co-op

Fidelity

Boston, MA

01.2023 - 08.2023

Prepared state and local tax filings and workpapers, ensuring accuracy under tight deadlines.
Responded to audits and streamlined account setup processes to improve efficiency and client experience.

Education

Bachelor's of Science - Business Administration, Finance

Northeastern University

01-2024

Skills

Wealth Management & BD: New business generation, client relationship management, discovery, advisory communication
Markets & Analysis: Market research, macro trend awareness, basic risk/return and ROI analysis
Tools: CRM, Excel, Bloomberg, Morningstar, outreach automation

Process: Prospecting systems, qualification, follow-up management, meeting prep & coordination
Execution: Cross-functional coordination, project management, proposal & presentation prep

Websites

Timeline