Joe Cerda
Sales Executive at Edlio- Claim this Profile
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English Native or bilingual proficiency
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Spanish Native or bilingual proficiency
Topline Score
Bio
Brandy Delatorre
Joe and I worked together at Northwestern Mutual as Financial Representatives. During that time, Joe exceeded expectations, was a team player and made himself an expert in his field. During client meetings, Joe carried himself as a true adviser. Always doing what was in the clients best interest and doing deep discovery to ensure that he was meeting all of their needs. Joe has a knack at making people feel at ease in his presence and builds strong rapport with his clients/counterparts. Joe is an outstanding colleague and I would recommend him for any people facing and focused roles where he can let his natural abilities shine.
Sherri F.
I worked with Joe at Northwestern Mutual and I have nothing but great things to say about him. He was always present in the office and his sales skills and phoning abilities were superb and he was an absolute pleasure to work with.
Brandy Delatorre
Joe and I worked together at Northwestern Mutual as Financial Representatives. During that time, Joe exceeded expectations, was a team player and made himself an expert in his field. During client meetings, Joe carried himself as a true adviser. Always doing what was in the clients best interest and doing deep discovery to ensure that he was meeting all of their needs. Joe has a knack at making people feel at ease in his presence and builds strong rapport with his clients/counterparts. Joe is an outstanding colleague and I would recommend him for any people facing and focused roles where he can let his natural abilities shine.
Sherri F.
I worked with Joe at Northwestern Mutual and I have nothing but great things to say about him. He was always present in the office and his sales skills and phoning abilities were superb and he was an absolute pleasure to work with.
Brandy Delatorre
Joe and I worked together at Northwestern Mutual as Financial Representatives. During that time, Joe exceeded expectations, was a team player and made himself an expert in his field. During client meetings, Joe carried himself as a true adviser. Always doing what was in the clients best interest and doing deep discovery to ensure that he was meeting all of their needs. Joe has a knack at making people feel at ease in his presence and builds strong rapport with his clients/counterparts. Joe is an outstanding colleague and I would recommend him for any people facing and focused roles where he can let his natural abilities shine.
Sherri F.
I worked with Joe at Northwestern Mutual and I have nothing but great things to say about him. He was always present in the office and his sales skills and phoning abilities were superb and he was an absolute pleasure to work with.
Brandy Delatorre
Joe and I worked together at Northwestern Mutual as Financial Representatives. During that time, Joe exceeded expectations, was a team player and made himself an expert in his field. During client meetings, Joe carried himself as a true adviser. Always doing what was in the clients best interest and doing deep discovery to ensure that he was meeting all of their needs. Joe has a knack at making people feel at ease in his presence and builds strong rapport with his clients/counterparts. Joe is an outstanding colleague and I would recommend him for any people facing and focused roles where he can let his natural abilities shine.
Sherri F.
I worked with Joe at Northwestern Mutual and I have nothing but great things to say about him. He was always present in the office and his sales skills and phoning abilities were superb and he was an absolute pleasure to work with.
Credentials
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Life Accident and Health Insurance Agent License
California Department of InsuranceMar, 2018- Sep, 2024
Experience
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Edlio
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United States
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Software Development
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1 - 100 Employee
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Sales Executive
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Nov 2021 - Present
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Sales Development
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Feb 2020 - Nov 2021
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Oct 2018 - Dec 2019
• Monitor lead generation, phone call count, and appointments booked/kept/closed as measures of KPI metrics to forecast success in reaching targets • Develop lead generating strategies to capitalize on prospective clients through referral source networks, community clubs, and service organizations • Establish initial appointments with prospective clients to assess their financial plan • Assess clients' financial plan and deliver highly customized solutions to meet needs • Advise prospects and clients on products and services based on their objectives, resources, time horizons, and risk tolerance • Close business deals by coordinating requirements, developing and negotiating contracts, and conforming to contract requirements with underwriting department Show less
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Neilson Financial Services
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United Kingdom
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Insurance
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200 - 300 Employee
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Life Insurance Agent
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Aug 2018 - Aug 2018
• Performed a fact finding interview with prospective clients to evaluate their financial plan • Reviewed prospective clients' financial plan, assets, and liabilities to identify gaps in coverage and created personalized insurance policies to address risk exposure • Presented suitable products that align with objectives, resources, time horizons, risk profiles, and preferences of prospects and clients • Utilized negotiation strategies to close new business deals and secure new contracts • Collaborated with home office, underwriting, and compliance departments to sustain client contracts Show less
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American Credit - Credit Repair Center
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United States
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Investment Management
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Business Development Manager
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Dec 2016 - Jul 2018
• Maintained lead generation, call count, appointments booked/kept/closed as Key Performance Indicators on a daily, weekly, and monthly basis to consistently meet goals • Located and proposed potential business deals by exploring opportunities with real estate and mortgage professionals via cold calling, B2B marketing, and online prospecting • Fostered ongoing rapport with referral partners, giving weekly and monthly client updates • Balanced sales activities, customer service, and referral partnership management Show less
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Owner/Personal Trainer
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Jun 2014 - Aug 2016
• Strategically prospected in the community and made appointments with prospective clients • Identified clients’ needs and created personalized workout plans geared towards individuals’ specific goals, timelines, and limitations • Assisted clients in achieving their overall health and fitness goals through feedback and recommendations for improvement in their fitness routine • Strategically prospected in the community and made appointments with prospective clients • Identified clients’ needs and created personalized workout plans geared towards individuals’ specific goals, timelines, and limitations • Assisted clients in achieving their overall health and fitness goals through feedback and recommendations for improvement in their fitness routine
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LA Fitness
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United States
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Wellness and Fitness Services
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700 & Above Employee
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Sales Manager
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Dec 2011 - Jun 2014
• Interviewed, hired, and trained sales staff on the sales cycle, cross selling, and prospecting • Developed policies and procedures, managed lead generation, daily department phone call count, appointment book, and implemented strategic marketing plans for community outreaches • Generated positive results by leading top grossing sales team in the district during tenure • Interviewed, hired, and trained sales staff on the sales cycle, cross selling, and prospecting • Developed policies and procedures, managed lead generation, daily department phone call count, appointment book, and implemented strategic marketing plans for community outreaches • Generated positive results by leading top grossing sales team in the district during tenure
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Education
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2007 - 2008
El Camino College
Kinesiology and Communications
Community
