Business Development Customer Service

MAX SCELFO

Long Beach, NY ***** • 516-***-**** • **********@*****.*** • linkedin.com/in/maxscelfonyl

- Excels at building a pipeline of qualified prospects, articulating the value proposition, and converting leads into closed deals

- Quickly develops rapport, listens to understand, and seamlessly adapts to different communication styles and personalities

- Collaborative and self-driven with an unmatched work ethic, high emotional intelligence, and sustained sales success

- Key Skills -

B2B & B2C Sales / Business Development • Solution Selling • Lead Generation • Prospecting • Cold Calling • Creativity Relationship Building • Customer Service • Client Retention • Researching & Qualifying Prospects • Pipeline Development Objection Handling • Product Knowledge • Generating Referrals • Client Confidentiality • Strategic Alliances PROFESSIONAL EXPERIENCE

NEW YORK LIFE INSURANCE COMPANY, Melville, NY April 2023 – Present Licensed Agent

• Built a thriving book of business from the ground up, solely by engaging in cold outreach with highly sophisticated business owners, accountants, and investment bankers, protecting 30+ families while maintaining a 100% retention rate

• Successfully wrote $30M+ in face amount with $5M in active pipeline, consistently achieving high sales productivity while navigating stringent underwriting approval requirements

• Wrote a $5M policy with an investment banking client, managing the full sales cycle from cold outreach through closing

• Actively hunt new B2B/B2C relationships and develop a pipeline of qualified prospects by completing 500-1000 cold dials per week, capturing word-of-mouth client referrals, and attending in-person networking events

• Leverage a consultative sales approach to quickly develop rapport, earn client trust, and serve as a fiduciary in an ultra- competitive and challenging economic environment

• Build customized insurance and financial solutions that truly serve each client’s best interests; product line consists of life, health, disability, long-term care, college funding, and retirement planning solutions

• Utilize LinkedIn for sales prospecting and to build strategic alliances with mortgage industry professionals

• Maintain meticulous and meaningful notes for each customer using Salesforce CRM (Sales Central)

• Engage in philanthropic projects including a collaboration with The Committee to Reduce Infection Deaths (RID), a nationwide educational campaign to stop hospital-acquired infections founded by former NYS Lt. Governor Betsy McCaughey BI-PAC NUTRACEUTICAL INC., Cedarhurst, NY July 2022 – April 2023 Sales & Logistics Coordinator

• Reporting to the VP of Sales, drove integral sales activity that helped catapult the company to over $1M in annual revenue

• Cold called vitamin, supplement, and food products companies requiring access to high-end nutritional supplement ingredients

• Coordinated orders, freight logistics, shipping, and inventory with distributors, manufacturers, and warehouses across the US DCAP INSURANCE, Long Beach, NY January 2021 – May 2021 Intern

• Entrusted with leading a special project focused on forging alliances with smaller Long Island insurance franchisees, expanding their territory by integrating DCAP Insurance into their businesses

• Analyzed budget and growth metrics using Excel to inform the business’ future advertising strategy and investments EDUCATION & CREDENTIALS

SUNY ONEONTA, Bachelor of Arts (BA) in Music Business; Minor in Communication (May 2021) NEW YORK & NEW JERSEY, Life and Health Insurance License FINRA, Series 6, Series 63, Securities Industry Essentials (SIE) (Sitting for Exams in August 2024) TECHNICAL SKILLS

Salesforce CRM (Sales Central) • MS Office (Word, Excel, PowerPoint, Outlook) • Google Workspace (Docs, Sheets, Slides) Digital Audio Workstation (DAW) Software: Logic Pro • Ableton Live • Pro Tools PERSONAL INTERESTS

Passionate about writing, singing, and producing music in addition to collaborating with other artists and producers

Contact this candidate