Senior-Level Sales Executive Sales Director Sales Leadership

JOSEPH A. DELUCA JR.

781-***-**** ***************@*****.*** www.linkedin.com/in/joe-deluca-b414b914

Senior-Level Sales Executive Medicare Sales Director

Sales Leadership – Strategic Planning – Budget Administration – Emotional Intelligence

Training & Development – Team & Culture Building – Continuous Improvement – Public Speaking

Presentation Skills – P&L Accountability – Talent Recruitment – Data Analytics – B2B Sales

Business Development – Stakeholder Relationships – Regulatory Compliance – Startup Culture

Highly accountable and outcomes-oriented Senior-Level Sales Executive with extensive experience leading and scaling sales organizations, particularly in the Medicare and insurance sectors. Possesses proven expertise in strategic planning, operational excellence, and team management across large, complex sales groups. Skilled at building and executing high-impact sales platforms, reducing costs, and spearheading significant revenue growth. Passionate about ensuring team members feel heard and recognized while aligning sales operations with broader business objectives. Experienced in overseeing multi-product lines, executing market expansion activities, and ensuring consistent growth.

Executive Presence – Recognized as a business partner and advisor to Senior Leadership teams. Capable of influencing internal and external stakeholders to attain organizational goals and objectives.

Legal & Compliance – Thrives when confirming sales operations and teams steadily adhere to industry regulations, maintaining the highest standards of integrity, ethics, and ownership.

Culture of Inclusion – Places a strong focus on developing inclusive, performance-driven cultures while coaching the next generation of leaders across all levels of the organization.

PROFESSIONAL EXPERIENCE

Assurance IQ (acquired in 2019 by Prudential), Boston, Massachusetts & Remote

A startup technology-driven insurance distribution platform that helped consumers find, compare, and purchase personalized insurance company. The company was divested and shut down in 2024.

SENIOR VICE PRESIDENT—AGENCY SALES, 2023 – 2024

VICE PRESIDENT—AGENCY SALES, 2022 – 2023

SENIOR DIRECTOR—MEDICARE SALES, 2020 – 2022

Recruited to oversee and grow Medicare and Under 65 health insurance sales. Ran and controlled a 2000-person sales organization and distribution team. Championed all team and culture development initiatives and set the cadence for sales operational excellence. Participated in adding more insurance product lines, increasing brand awareness, and expanding market share.

Recipient of multiple performance-based promotions into roles that expanded upon responsibility and scope of work. Supervised each individual product line’s Vice President.

Played a key role in growing revenue from $20M annually to $500M+ over the course of three years.

Devised and built a Medicare sales platform from the grassroots level that encompassed both 1099 contractors and W-2 agent employees.

Architected, trained, and implemented a pipeline process that reduced costs by 20% and increased overall sales by 20%.

TRANZACT, Westford, Massachusetts

A leading customer acquisition and marketing solutions provider, specializing in delivering data-driven strategies that help insurance companies stay ahead of the competition.

DIRECTOR OF SALES, 2018 – 2020

Led and optimized sales operations for the enterprise. Engaged in sales leadership, strategic planning, and team management while driving customer acquisition and marketing solutions. Held accountable for revenue growth, building high-performing teams, and executing sales strategies that synchronized with the company’s goals across varied industries, including insurance, healthcare, and financial services.

Onboarded to a new agency to coach and assist agents as they sought to grow their business from the grassroots level.

Directed a team of 108 agents and managed the overall business unit; ensured adherence with regulatory compliance while playing a critical role in expanding the footprint of the business.

Attained the goal of having the organization purchased by Willis Towers Watson.

eHealthInsurance, Westford, Massachusetts

A leading online marketplace that connects individuals and families with health insurance plans from top insurers, offering a streamlined way to compare, buy, and manage coverage.

DIRECTOR—MEDICARE SALES (EAST COST OPERATIONS), 2011 – 2018

Oversaw the management and growth of a large sales center with 90+ direct reports, driving year-over-year revenue and Medicare compliant sales growth through strategic recruitment, training, and process improvement. Played a key role in developing and documenting recruitment, hiring, onboarding, training, sales and compliance processes spanning multiple sites. Reported directly to the VP of Sales in Gold River, California.

Developed specialized teams to market and sell supplemental Medicare plans, Special Needs Plans, group-to-individual health insurance, and individual/family health insurance plans through a configurable employee marketplace.

Spearheaded the strategic planning and execution of the Age-In team to capture new clients transitioning to Medicare.

Established a devoted team of prescription drug pre-sales representatives for the Medicare business unit.

Managed relationships with third-party call center to enhance sales performance.

Contributed to the creation and documentation of a comprehensive Medicare sales training program.

Collaborated in the hiring and onboarding of a Senior HR Manager to support team growth.

ADDITIONAL PROFESSIONAL EXPERIENCE

Education Financial Group, LLC, Wakefield, Massachusetts

Managing Member & Partner 2005 – 2011

Achieved $700K+ in annual revenue by year three and secured nearly 300 clients through consultative selling and union referrals. Led 50+ public workshops annually across Massachusetts, driving new business and revenue growth.

Financial Perspective Planning Services, Boston, Massachusetts

Sales Director 2003 – 2005

Fidelity Investments & Brokerage Services, Boston, Massachusetts

Sales Manager 1994 – 2002

EDUCATION

Bachelor of Arts in Liberal Arts

Thomas Edison University, Trenton, New Jersey

PROFESSIONAL AFFILIATIONS & LICENSURE

FINRA Series 7, 24, 66, 65, In Process

Life, Accident, and Health Insurance Licenses—State of Massachusetts, Inactive

General Securities Representative—State of Massachusetts, Inactive

Certified Financial Planner—State of Massachusetts, Inactive

Investor Advisor Representative—State of Massachusetts, Inactive

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