Customer Service Financial Services

AGOSTINO BASSANI

***** ******* ***** ****** 551-***-**** - Cell

Tampa, Florida 33626 ************@*****.***

Experienced professional seeking a challenging Sales/Customer Service role requiring a high level of professionalism, work ethic, and maturity. Experienced in Medical Device Sales/Service contract negotiations, Financial Services, Construction sales, and Health & Wellness. Previous experience in both B2B and B2C roles, inside/outside sales.

Core Competencies

Excellent sales/Customer Service Skills Sharp Written and verbal communication

Account Management Proven Contract Negotiation Skills

Business Development Skills Financial Services Sales & Trading

Medical Device Sales Health & Wellness educated, Anatomy background

Construction Materials Sales Experience with corporate setting and remote work

Familiarity with CRM’s/Salesforce, HubSpot Excellent phone, and e-mail skills

intermediate Microsoft office skills Strong interpersonal skills

Work History:

Regener-Eyes 1/2024-Present

Inside Sales Rep

Set appointments with Ophthalmologists and Optometrists to introduce and educate on our dry eye treatment, and convert to accounts recommending our prescription eye drops to their patients. Manage and maintain existing relationships while developing new accounts.

American Income Life 7/2023 - 1/2024

Life, Health, and Fixed Annuity 215 License

Licensed benefits manager, Qualify families for Life Insurance through individual needs assessment. Writing new customer policies and managing existing customer’s needs

Hired and trained incoming agents to grow the team.

Lowe’s Home Improvement Tampa, Florida 3/2023 to 5/2023

Pro Sales Specialist

Built relationships with contractors, transitioning them to LOWE’S PRO service

accounts for the purpose of servicing all future product orders and deliveries through the PRO sales Department.

I resigned due to a language barrier.

Home Performance Alliance Tampa, Florida 1/2023 to 3/2023

Outside Sales Territory Management

Facilitate sales of custom bath systems. Met with scheduled appointments, provided PowerPoint sales presentations, offered a solution-based needs assessment, prepared final project estimates and closed sales with financing options. I resigned due to lack of appointments.

Independent Equity Trader 5/2021 – 12/2022

Traded stocks and options for personal portfolio.

ULTRASOUND SOLUTIONS CORP Ronkonkoma, NY 2/2018 to 4/2021

Ultrasound Sales and Service

Sold new and refurbished Ultrasound equipment calling on 100+ private practices and institutional clients daily. Consulted and negotiated service contracts with hospitals and health systems – exceeded company goals with a 75% close rate on service contract solicitations.

Lifetime Fitness Montvale, NJ 12/2015 to 1/2018

Certified Strength and conditioning specialist / licensed Manual Therapist.

Introduced specialty service to club offerings: (Fascial Stretch Therapy). Consulted clients on exercise,

movement patterns and nutrition. Provided detailed plans to improve fitness levels.

Performed initial consultations to identify the reason for soft tissue trauma and initiated the treatment program. Maintained a consistent client base of 50+ clients in a 24-month time span with an 80% retention rate.

Developed relationships with fitness instructors, sales closers, and the spa group for client referrals..

Proprietary Trader New York, NY 11/1992 to 12/2014

T3 Trading, LLC (Traded Remotely)

Schoenfeld Securities (Traded Remotely)

Merrill Lynch Licensed Financial Consultant

Merrill Lynch Retail Training Program

Securities Licenses Acquired (expired)

Series 7, General Securities Representative (Stockbroker); Series 63, Uniform Securities Agent.

Series 55, Equity Trader; Series 24, General Securities Principal; Series 4, Registered Options Principal

Series 56, Proprietary Trading

Education

Bachelor of Arts: Sociology Major, Accounting Minor

William Paterson University of New Jersey, Wayne, NJ

Cortiva Institute of Massage Therapy

Stretch To Win Institute

Certifications/Licenses

Certified Personal Trainer, (NSCA) CSCS (NSCA)

First Aid/CPR/AED (Red Cross)

Licensed Orthopedic Massage Therapist

Certified Fascial Stretch Specialist Level III Medical

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