adt1j2@r.postjobfree.com

585-***-****

TAMPA, FL *****

Skills

• Contract negotiation expertise

• Training and mentoring

• Consultative sales techniques

• Solutions based sales

• Work force management

• Hitting Performance goals

• Analytics

• Top-ranked sales executive

• Proposal writing

• Fortune 500 partner experience

• Excellent communicator

• HubSpot and Salesforce CRM

system expert

Education and Training

03/2007

Leadership Development

Completion:

Organizational Leadership

Outward Bound

Ashville, NC

Leadership Development

Outward Bound International

Leadership Skills Training

Program (2006)

• A rigorous 72 day program

hiking, climbing, and paddling

through Patagonia (Argentina and

Chile) South America, Everglades,

Florida and Blue Ridge Mountains,

North Carolina.

• Enhanced ability to work

effectively as a team member and

leader. Learned to communicate

articulately and directly.

• 1 of only 4 students to complete

the program (starting with 15

students).

05/2006

Bachelor of Arts:

Heath and Society, Biology

University of Rochester

Rochester, NY

Certifications

Adrian Disantagnese

Summary

LinkedIn Profile:

www.linkedin.com/in/expertsocialselling

Awards and Recognition Presentations:

https://www.slideshare.net/adriandisantagnese/presentations/ https://www.slideshare.net/adriandisantagnese/documents/

Elite and creative sales executive and sales leader with over 10 years of experience helping companies to scale by using different methodologies depending on their purpose, objectives and approach. Providing a unique value to elite sales teams using my past experiences leading sales reps and teams successfully, by example or in a sales leadership capacity. Always have placed in top 10-15% of sales representatives.

Experience

Consulting Group of America, LLC - VP Business Development TAMPA, FL

03/2021 - Current

• Created a business from scratch in the PEO, BPO, and ASO prospecting referral partner space.

• Built relationships with various business partners with robust and niche offerings to be able to prospect small to midsize businesses with complex needs, in need of a robust, straight forward and cost-effective solution.

• Specialize in verticals with fast paced growth, in need of niche employees that can be hard to find, like technology, medical device and engineering companies.

• Focused on companies with 10-100 employees.

Excel Wealth Management, LLC - Sr. Retirement Plan Consultant Named top US 401(k) advisor by FT (Financial Times) Tampa, FL

02/2021 - Current

• Work successfully with diverse group of coworkers to accomplish goals and address growing pains and efficiency related to our products and services.

• 90% of my business that close are from cold calling and prospecting.

• Worked closely with team members to deliver proposals, develop new prospecting solutions and create alternate revenue sources for the greater good.

• Prioritized and organized tasks to efficiently accomplish service goals.

• Provided excellent attention to detail with when conducting a needs analysis with perspective customers via phone conversations.

• Exceeded customer satisfaction by finding creative solutions to problems creating a 100% retention rate and average of 1.5 referrals from companies closed.

Sophos:

Sophos Sales Certified - Selling

SaaS Solutions

HubSpot Academy:

SEO Certification

Inbound Certification

ADP:

Challenger Sales Technique

Certified

FINRA:

Series 6 and Series 63 (Lapsed)

Personal Information

Volunteer work

CFF: (Cystic Fibrosis Foundation)

Link to my family's site: Legacy

Giving - Cystic Fibrosis Foundation

January 2016 to Present Fund

raising and adding awareness

through social interactions and

social media to contribute to the

fight to end the deadliest pediatric

disease that is not well known

enough. Cystic Fibrosis had the

highest fatality rate among

children of any disease until

recent years

iPay Solutions/iPlan Retirement (CSB Solutions, LLC) - President/Founder Rochester, NY

07/2013 - 09/2014

• Developed and implemented strategic plans to capitalize on market conditions and catapult company into an acquisition by a Fortune 500 company

• Negotiated key initial contracts and established plans to formalize structure and support growth.

• Devised organizational vision, mission and foundational structure to facilitate early growth.

ADP - Retirement Services District Manager

Cleveland, OH

05/2012 - 06/2013

ACHIEVEMENTS

• Finished at #3 District Manager in the Eastern National Small and Mid Market 401k Division at 212% of quota.

Paychex - National Sales Representative Payroll/401(k) Rochester, NY

07/2007 - 04/2012

ACHIEVEMENTS

• National Rookie of the Year

• Multiple Time Regional Rep of the Year

• Diamond Club Qualifier

• Multiple Time Circle of Excellence Qualifier

• Multiple Presidents Club Qualifier

• 11 Star Performer Awards in a 13 month period

• 2 Time Regional Conference Qualifier for Elite Sales Performers (1 of 2 regionally)

• 2 Time Keynote Speaker at Fortune 500 company in 2 different divisions

.

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