Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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Steven Rosa

New York,NY

Summary

Focused Sales Consultant providing exciting product demonstrations and convincing leads to purchase. Detailed and quick-paced and true team player. Pursuing new sales-driven role where hard work and dedication will be highly valued.

Overview

10
10
years of professional experience

Work History

Sales Consultant

ML Services
08.2022 - Current
  • Make 300 calls a day to business owners seeking financial help
  • Strategize and work out different financial routes for clients
  • Top performer of 2023 so far.

Sales Representative

Octagon Towers
07.2021 - 05.2022
  • Reach out to existing clients to discuss buyouts and extensions of existing partnerships
  • Exchange paperwork and documentation between parties
  • Make 100+ contacts per day.

Sales Advisor

Documents Done Right
01.2019 - 06.2021
  • Answer inbound calls from prospective clients
  • Qualify/disqualify based on income and affordability
  • Sign clients up and have them pay the same day
  • Close two clients a day as requested by management.

Sales Consultant

Athlete Aqcuisitions
01.2018 - 12.2018
  • Sign up prospective customers that have responded to our ad campaign
  • Upsell customers on supplement packages
  • Had 25 or more phone appointments a day
  • Allowed to work from home.

Sales Representative

Main Street Hub
06.2017 - 12.2017
  • Completed MSH's intensive training program which included classroom and on the desk sales training
  • Exceeded 100 calls a day and demo set requirements provided by management
  • The first of my training class of 24 to close a deal
  • Closed first deal on my third day on the phones.

Sales Associate

Medport Billing
01.2016 - 08.2016
  • For sales opportunities regarding our company acting as a payer for their costs regarding personal injury cases/ workers comp cases
  • Set 6 meetings a week as required by management
  • Exceeded 100 call a day requirement.

Financial Service Representative

National Securities
05.2014 - 08.2015
  • Contact prospectives across the country for financial services
  • Set 8 appointments for manager per day
  • Acquired series 7 and series 63 licenses
  • Closed 8 clients between January and March 2015 after I acquired my licenses in December 2014.

Education

Bachelor's - Political Science

Stony Brook University
08.2017

Skills

  • Workers' Compensation
  • Financial Services
  • Account Management
  • Research
  • Upselling
  • B2B sales
  • CRM software
  • Microsoft Powerpoint
  • Sales
  • Microsoft Excel
  • Data Entry through VAN

Personal Information

Title: Sales Consultant

Timeline

Sales Consultant

ML Services
08.2022 - Current

Sales Representative

Octagon Towers
07.2021 - 05.2022

Sales Advisor

Documents Done Right
01.2019 - 06.2021

Sales Consultant

Athlete Aqcuisitions
01.2018 - 12.2018

Sales Representative

Main Street Hub
06.2017 - 12.2017

Sales Associate

Medport Billing
01.2016 - 08.2016

Financial Service Representative

National Securities
05.2014 - 08.2015

Bachelor's - Political Science

Stony Brook University
Steven Rosa