Nathaniel Castro

Sales professional with 10+ years of experience building client relationships, driving revenue growth, and managing consultative sales conversations across financial services and telecom. Skilled in prospecting, needs-based selling, pipeline management, and closing, with a track record of developing new business and deepening client partnerships.

Middle Market Sales Representative at American Express (2024-09 – Present)

Quota-carrying sales professional focused on developing middle market business, building pipeline, and closing consultative financial solutions that drive client growth and long-term account value.

• Prospect and acquire middle market business clients through outbound outreach, referral generation, and strategic networking.
• Conduct consultative, needs-based sales conversations with business owners and key decision-makers to recommend aligned American Express solutions.
• Own a full sales cycle and quota-carrying territory from lead generation through close, consistently meeting or exceeding sales targets.
• Build and maintain relationships with key decision-makers to expand client engagement, retention, and long-term business value.
• Partner with internal stakeholders to deliver tailored financial solutions that support client acquisition, retention, and revenue growth.
• Maintain accurate pipeline tracking and forecasting through CRM tools to support consistent sales execution.

Purchase Mortgage Banker at Rocket Mortgage (2021-12 – 2023-12)

• Negotiated rates and terms to structure mortgage solutions aligned with client financial goals.
• Perform mortgage lending function.
• Managed loan applications for individual clients by reviewing contracts, documentation, and qualification requirements.
• Guided clients through pre-approval and product selection by recommending mortgage solutions based on financial needs.

Small Business AE at T-Mobile (2018-08 – 2021-12)

• Prospected and cold-called small business clients to build pipeline and generate new business opportunities.
• Developed strategic accounts by identifying client needs, expanding relationships, and driving consultative sales conversations.
• Maintained follow-up with existing clients to strengthen relationships, uncover new needs, and drive additional sales opportunities.
• Upsold products and services through consultative selling tailored to client business needs.
• Exceeded monthly sales quotas through strategic prospecting, consultative selling, and account development.

Sales Consultant at T-Mobile (2013-10 – 2018-08)

• Cultivated and managed new and existing client relationships to generate repeat business and long-term account value
• Executed outbound business development through community events and local business outreach to increase visibility and drive store revenue
• Recommended wireless and small business solutions based on client needs, using a consultative sales approach to increase product adoption
• Consistently made outbound calls from prospective leads within an existing consumer and small business book to deepen client relationships and increase sales production
• Taking a consultative sales approach with every client by asking needs-based questions and building rapport
• Maintained high standard of performance record through exceptional customer service, paying close attention to detail, and thorough follow-up
• Maintained relationships with B2B Account Executives and Data Sales Consultants to support client growth and cross-functional sales efforts

Personal Trainer-Sales Representative at Health & Racquet Club of New York (2012-04 – 2012-09)

Generate business through aggressive prospecting and networking. Successful in closing business through consistent client interaction and effective partnering with the sales manager

• Built client relationships and developed a referral-driven client base to generate long-term business.
• Develop personalized training programs based on each client's individual needs.
• Conduct inbound & outbound sales activities such as prospecting for new clients on the training floor and making outbound sales calls to set up appointments with new prospects.

High School For Environmental Studies Diploma