Summary
Overview
Work History
Education
Skills
Certification
Additional Experience (1984 – 2001)
Languages
Timeline
Generic

Gerardo Morales

Lancaster

Summary

Sales executive with 40+ years of experience helping businesses grow through personalized telecom, insurance, SaaS, and financial solutions. Proven ability to generate leads, close deals, and exceed revenue goals through cold calling, canvassing, and consultative selling. Known for building strong customer relationships, driving B2B development, and leading sales operations in highly competitive industries. Bilingual in English and Spanish. Currently focused on delivering bundled business services and building long-term partnerships.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Account Executive – Spectrum Business

Charter Communications
04.2025 - Current
  • Prospect and engage with small and medium-sized businesses to offer tailored telecommunications solutions, including high-speed Internet, phone, and mobile services.
  • Conduct in-person visits, cold calls, and follow-ups to build a strong sales pipeline within an assigned territory.
  • Evaluate business needs and present customized service bundles, often locking in rates for up to three years.
  • Utilize Salesforce, CSG, and company apps to manage accounts, track activity, and submit proposals.
  • Maintain relationships with existing clients to identify upsell opportunities and ensure continued service satisfaction.

Direct Marketing Associate / Design Consultant

Renewal by Andersen
10.2023 - 03.2025
  • Began role as Design Consultant conducting in-home presentations, providing tailored replacement window solutions, and managing client relationships through financing and sales.
  • After transitioning due to company licensing issues, excelled in door-to-door lead generation, booking high-quality appointments for sales consultants.
  • Utilized advanced mapping and tracking systems to target territories and maintain data accuracy.
  • Contributed feedback to improve canvassing policies and increase efficiency across marketing teams.

Independent Insurance Agent

Self-Employed
06.2008 - 09.2023
  • Provide life, health, and property & casualty insurance solutions, including Medicare and Covered California plans.
  • Educate clients on policy benefits and assist in choosing appropriate coverage for personal and small business needs.
  • Navigate complex applications and serve as a point of contact for ongoing client support and renewals.

Account Executive – SaaS Solutions

Overpass
01.2021 - 12.2022
  • Sold workforce management software to global clients for remote team tracking, hiring, and onboarding.
  • Managed full sales cycle: cold calling, demos, CRM updates, and client success.
  • Closed a record-setting 160-seat deal, the company’s largest to date.
  • Conducted interviews and supported client HR teams in scaling their remote workforce.

Outside Sales Representative

Elizabeth Shutters
01.2014 - 01.2015
  • Conducted in-home sales consultations for premium shutter products.
  • Matched top company sales performance within two years.

Outside Sales Representative

On Time Shutters & Blinds
01.2012 - 01.2014
  • Specialized in canvassing and home presentation sales of window coverings.

Wholesale Sales Manager

Gravity Defyer
01.2011 - 01.2012
  • Promoted to Wholesale Account Manager within one month.
  • Managed customer orders, international distributor outreach, and dispute resolution.

Telecommunications Sales Rep

AireSpring / Global Fiber Net
01.2011 - 01.2011
  • Sold business phone and internet services via outbound cold calling.
  • Closed 3 accounts in the first 2 months—well ahead of the typical 6-month sales cycle.

Financial Consultant & Business Owner

GM Financial Solutions
01.2002 - 01.2008
  • Helped clients restructure debt and improve credit scores.
  • Delivered presentations to real estate/mortgage brokers and built a client referral network.
  • Earned A+ BBB rating and accreditation from the CA Attorney General’s Office.

Education

Diploma -

Westchester High School
Los Angeles, CA
06.1984

Skills

  • Sales & Communication: B2B Sales
  • Cold Calling
  • Door-to-Door Canvassing
  • Consultative Selling
  • Client Retention
  • Negotiation
  • Presentation Skills
  • Technology & Tools: Salesforce
  • CSG
  • CRM Platforms
  • SaaS Platforms
  • Data Tracking
  • Proposal Generation
  • Insurance & Finance: Licensed Producer (Life, Health, P&C;)
  • Medicare & Covered California Plans
  • Credit Consulting
  • Loan Structuring
  • Financial Analysis
  • Languages: English
  • Spanish (Bilingual)
  • Pipeline management

Certification

  • California Insurance Producer License (Life, Health, Property & Casualty)
  • Certified Notary Public
  • Valid Driver’s License

Additional Experience (1984 – 2001)

  • Held loan officer, business manager, and notary signing roles across multiple firms.
  • Managed pipelines, supervised teams, and executed over 3,500 notarized closings.
  • Represented U.S. manufacturers in Mexico and generated $250K+ in first 6 months through exclusive distribution deals.

Languages

Spanish
Native or Bilingual

Timeline

Account Executive – Spectrum Business

Charter Communications
04.2025 - Current

Direct Marketing Associate / Design Consultant

Renewal by Andersen
10.2023 - 03.2025

Account Executive – SaaS Solutions

Overpass
01.2021 - 12.2022

Outside Sales Representative

Elizabeth Shutters
01.2014 - 01.2015

Outside Sales Representative

On Time Shutters & Blinds
01.2012 - 01.2014

Wholesale Sales Manager

Gravity Defyer
01.2011 - 01.2012

Telecommunications Sales Rep

AireSpring / Global Fiber Net
01.2011 - 01.2011

Independent Insurance Agent

Self-Employed
06.2008 - 09.2023

Financial Consultant & Business Owner

GM Financial Solutions
01.2002 - 01.2008

Diploma -

Westchester High School

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Gerardo Morales