Open to opportunities

David Amortegui

@davidamortegui

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Experienced sales leader specializing in financial services and retirement solutions.

United States

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What I'm looking for

I seek a client-focused sales role where I can lead teams, grow revenue, and help clients achieve financial and retirement goals, in a collaborative, high-performance culture.

I am an accomplished sales and client-facing professional with a strong track record in financial services, insurance, and B2B SaaS sales. I have earned Series 7, 63, and SIE licenses, consistently ranked in the top tiers of my firms, and progressed rapidly into senior and managerial roles by driving high closing rates and revenue growth.

I build and lead high-performing teams, design and execute sales funnels, and convert warm-market and referral leads into policies and contracts. I blend rigorous sales execution with relationship-building to deliver measurable results and help clients reach their financial and retirement goals.

Experience

Work history, roles, and key accomplishments

Debt Specialist

New York Life Insurance Company

Dec 2023 - Sep 2024 (9 months)

Generated policy sales from warm market and referrals and maintained an average 60% closing rate, contributing to consistent top-10 performance among 600+ agents.

Sales Financial Planning Insurance Sales Referrals Series 7 SIE Relationship Management

Senior Retirement Executive

Empower

Jun 2022 - Oct 2023 (1 year 4 months)

Obtained Series 7, 63, and SIE licenses and was promoted as the youngest Senior Retirement Consultant while ranking as a top agent in cohort.

Retirement Planning Series 7 Series 63 SIE Sales Presentations Prospecting Financial Advice

Sales & Marketing Manager

Laborem Edge

Jan 2021 - Jan 2022 (1 year)

Managed sales funnel creation and execution, oversaw an 8-person team, and drove outreach to generate new B2B SaaS leads.

Sales & Management SaaS Sales Lead Generation Team Leadership B2B Marketing Outreach CRM

District Manager

Vector Marketing

Oct 2018 - May 2019 (7 months)

Led branch operations and recruitment, coaching teams to $94,561 in sales over four months and achieving top-5 branch performance in the Northeast Region.

Team Leadership Recruitment Sales Training Performance Coaching Territory Management Sales Strategy KPI Tracking

Branch Manager

Vector Marketing

May 2017 - Oct 2018 (1 year 5 months)

Managed branch operations in Frederick, trained and coached staff leading the office to be #1 in the DC Metro and top-5 in the Northeast Region.

Branch Management Staff Training Sales Coaching Recruitment Customer Relations Sales Reporting

Assistant Manager

Vector Marketing

Feb 2016 - Oct 2017 (1 year 8 months)

Staffed and managed over 100 reps, served as top recruiter, and personally recruited and coached multiple top-performing reps, including Spanish-speaking hires.

Recruitment Onboarding Team Management Bilingual Recruiting Coaching Scheduling Sales Operations

Sales Representative

Vector Marketing

May 2015 - Feb 2016 (9 months)

Achieved $180,307 in career sales (top 1% company-wide), maintained average order of $775, and built a customer base of over 600 contacts from warm market outreach.

Direct Sales Appointment Setting Customer Acquisition Revenue Growth Negotiation CRM