William Gallucci
Chicago,IL
Summary
Dynamic and results-driven sales professional with a proven track record in building strong client relationships and driving revenue growth. Skilled in consultative selling, strategic planning, and leveraging emotional intelligence to meet client needs. Seeking to transition into pharmaceutical sales, where I can apply my sales experience, communication skills, and customer-focused approach to contribute to a company’s success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Wealth Management Certified Financial Advisor
Northwestern Mutual
06.2018 - Current
- Developed and maintained strong, relationships with C-suite executives and healthcare professionals, resulting in a 20% annual increase in revenue, leading to increased product adoption and loyalty.
- Led and facilitated weekly and monthly sales strategy meetings, utilizing CRM analytics to track progress, leading to over $3M in total production revenue within four years.
- Spearheaded cross-functional collaboration with teams in investment analytics, marketing, and compliance, optimizing internal operations and client outcomes, ensuring consistent satisfaction.
- Mentored and trained new advisors, sharing expertise in sales techniques, product knowledge, and professional development, contributing to team success and leadership growth.
- Established over 160 new client relationships by conducting thorough needs assessments during initial consultations.
- Maintained high client satisfaction and retention rates by providing exceptional follow-up service and support, including addressing concerns and providing up-to-date financial information.
Financial Representative Intern
Northwestern Mutual
06.2017 - 05.2018
- Established and nurtured new client relationships through targeted prospecting, earning recognition as the firm’s 2017 Intern of the Year.
- Ensured compliance with regulatory requirements by diligently reviewing client documentation.
- Supported senior advisors in preparing detailed reports and presentations for client meetings.
- Leveraged CRM software to analyze client interactions, identifying cross-sell opportunities, leading to increased sales and client satisfaction.
- Gained insights into diverse customer needs and behaviors, adapting communication and sales strategies to effectively serve varied demographics.
Sales Executive Intern
The Odyssey Online
07.2015 - 09.2015
- Generated over $25,000 in sales during a three-month internship by managing the end-to-end sales cycle and consulting with C-suite executives on tailored marketing strategies.
- Increased sales leads by conducting market research and identifying potential clients.
- Cultivated team collaboration to meet and exceed sales objectives, contributing to the company’s overall sales success.
- Advised businesses on implementing marketing strategies, driving brand awareness and new customer acquisition.
Education
Bachelor of Science - Marketing
Ohio State University
05.2018
Skills
- Consultative Selling
- Strategic Planning
- Territory Management
- Business Development
- Product Knowledge & Training
- Negotiation & Persuasion
- CRM Software (Salesforce)
- Market Analysis & Competitive Intelligence
- Sales expertise
- Relationship building and management
Certification
- Certified Long-Term Care Planning (CLTC®)
- Securities Industries Essentials (SIE®), FINRA
- Series 6 - Investment Company and Variable Contracts Products, FINRA
- Series 63 - Uniform Securities Agent State Law, FINRA
- Life and Health Insurance, NAIC
Timeline
Wealth Management Certified Financial Advisor
Northwestern Mutual
06.2018 - Current
Financial Representative Intern
Northwestern Mutual
06.2017 - 05.2018
Sales Executive Intern
The Odyssey Online
07.2015 - 09.2015
Bachelor of Science - Marketing
Ohio State University
Similar Profiles
Jackson FordJackson Ford
College Financial Representative at Northwestern MutualCollege Financial Representative at Northwestern Mutual
Aaron M SalleyAaron M Salley
Life underwriting consultant at Northwestern MutualLife underwriting consultant at Northwestern Mutual
Ethan SwainEthan Swain
College Financial Representative at Northwestern MutualCollege Financial Representative at Northwestern Mutual
Justin W. WattsJustin W. Watts
Principal Architect, Identity & Access Management at Northwestern MutualPrincipal Architect, Identity & Access Management at Northwestern Mutual
Chamere GraysChamere Grays
Payroll Assistant at Select RehabilitationPayroll Assistant at Select Rehabilitation