Sales & Marketing Leader
Organizational Leadership / Consultative Sales Methodologies / Team Building & Recruiting / Relationship Building / Strategic Planning & Tactical Execution / Presentation & Public Speaking Abilities / Client Stewardship
A solid record of accomplishment and an unblemished background of leadership have helped me build an impeccable reputation in the financial services industry. Through responsiveness, creativity, hard work, and practical experience I strive to become a trusted advisor to my clients in all areas of employee benefit services and insurance products marketed to benefit plan sponsors and individuals at the work-site.
My experiences in the employee benefit space have allowed me to be recognized as a change agent in the development and execution of successful employee benefit marketing strategies, recruiting highly talented sales-sales management and service teams, and consistently delivering exceptional top and bottom-line results.
My qualifications include more than 25 years' experience in the employee benefit arena including product development, marketing, sales, and plan administration. Industry education includes certifications in project and quality management, employee benefit plan design, consumer driven healthcare, wellness, and teamwork development. Additionally, all required state insurance licenses are maintained in property-casualty, life, accident & health.
Core competencies include:
- Personal Sales Abilities
- New Business & Sales Channel Development
- C-Level Negotiations
- Key Client Retention
- Service Model Development & Delivery
- Exemplary Communicator
- Marketing Campaign Development & Execution
- Team Building & Recruiting
- Sales Mentoring
- Creativity & Change Agent
- Organizational Leadership
- New Territory Development