Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
LANGUAGES
Timeline
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ALAN A. CAVOSSA JR.

San Francisco

Summary

Results-oriented sales professional with track record of generating revenue and fostering client relationships. Adept at identifying customer needs and providing effective solutions to drive business growth. Reliable team player with focus on collaboration and adaptability, ensuring alignment with dynamic business goals. Proven skills in communication and strategic planning.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Sales Consultant

Pacific Crest Group
03.2025 - Current
  • Spearheaded consultative sales efforts for outsourced CFO, HR, and accounting services, resulting in a 30% increase in qualified leads and improved client retention across small to mid-sized businesses.
  • Conducted in-depth needs assessments with business owners to identify operational inefficiencies and positioned PCG's strategic support services as value-added solutions.
  • Collaborated closely with internal teams to customize service packages that aligned with client growth objectives, contributing to over $500K in new annual revenue.
  • Built and maintained a robust pipeline through relationship-driven outreach, CRM management, and targeted follow-up strategies, shortening the sales cycle by 20%.

Senior Business Development Specialist

Brown & Brown
04.2023 - 12.2024
  • Revamped sales team processes and workflows, resulting in a 166% increase in KPI achievement.
  • Developed and executed targeted marketing campaigns that resulted in production revenue in excess of $300k.
  • Implemented training workshops for colleagues to advise them effective prospecting techniques, resulting in a 30% improvement in their ability to generate new meetings.
  • Collaborated with cross-functional teams to enhance communication and alignment between Sales Development Representatives (SDRs), Account Executives, and Marketing teams, ensuring seamless workflow and goal achievement.
  • Trained interns in effective email and cold calling techniques to enhance their sales skills and drive results.

Business Development Associate

Alera Group
03.2021 - 03.2023
  • Accomplished 142% growth in new business engagements year over one year.
  • Delivered $175K in new business revenue.
  • Successfully conducted outbound prospecting activities, consistently meeting or exceeding targets for identifying and qualifying new leads.
  • Demonstrated expertise in qualifying leads through strategic questioning and active listening, ensuring alignment with ideal customer profiles.

Education

Bachelor of Science - Business Administration

Colby Sawyer College
New London, NH
01.2020

Skills

  • ZoomInfo
  • Microsoft Dynamics
  • Sales Navigator
  • Meet Alfred
  • Microsoft Office
  • Salesforce
  • Hubspot
  • Salesloft

Accomplishments

  • Ranked #2 SDR at Alera Group for 2 years out of 70 SDRs.
  • Grew producers Book of Business from $0 to $350,000 in less than one calendar year at both Alera Group and Brown & Brown.
  • Achieved new strategic partnerships through effectively helping with our referral process leading to 75,000 in new business efforts.
  • Created automated targeted campaigns using Ai tools resulting in over $1,000,000 pipeline

Certification

  • California Life & Health - NPN:19063913
  • CMA Candidate - Expected: Sep 2025

LANGUAGES

English: Fluent
American Sign Language: Fluent

Timeline

Sales Consultant

Pacific Crest Group
03.2025 - Current

Senior Business Development Specialist

Brown & Brown
04.2023 - 12.2024

Business Development Associate

Alera Group
03.2021 - 03.2023

Bachelor of Science - Business Administration

Colby Sawyer College

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ALAN A. CAVOSSA JR.