David Sherman Email & Phone Number

Seattle, WA, US

PTO Exchange is a flexible benefits platform that turns earned but unused paid time off (PTO) hours into other assets – Employees can redirect the money into their retirement account, pay down student loans, make contributions to the HSA, donate to charitable causes and more.We help companies attract & retain talent, strengthen community, and reduce.

Whether you’re an employer, vendor, or broker looking to enhance your employee benefit programs and product offerings, PBS is here to help you turn conceptually-sound ideas into fully implemented solutions that add tangible value and unprecedented ROI.At PBS, each of our programs is uniquely positioned in the marketplace – particularly when they’re.

New York, New York, US

• Kashable is a financial wellness benefit that provides employees with reliable access to low cost credit. Kashable can help employees cover the financial gap created by high-deductible health plans, personal.
• Prevent employees from delaying or avoiding healthcare
• Help employees preserve retirement income with an alternative to 401k loans
• Create a more productive work environment
• Provide the opportunity for employees to rebuild credit
• Improve employee retention and support financial wellnessKashable is a life happens benefit, available to employees 24/7, 365 days a year, not only during open enrollment.

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Düsseldorf, DE

Santa Ana, California, US

For the last 30 years, EOI has helped more than 1000 employers increase the effectiveness of their employee retention strategy by promoting their existing benefits and adding new voluntary benefits.EOI excels as a provider of custom designed, personalized benefit statements and in providing the systems and expertise for implementing electronic core benefit.

Preferred Benefit Solutions is an employee benefits enrollment firm specializing in the sale, design, enrollment, and administration of Voluntary Benefit Programs. We partner with brokers, consultants and platforms to bring customized benefit programs to employer groups both large and small across all industries nationwide.

• VICE PRESIDENT, WINSTON FINANCIAL SERVICES, INC. (Voluntary Employee Benefits Marketing Organization)
• Responsible for the sales production of voluntary benefit programs and group products.
• Designed, implemented and administered voluntary benefit programs for unions and the private sector.
• Recruited, hired, trained and managed enrollment staff of employees and per diems.
• Created and established incentive programs.
• Developed and implemented Direct Marketing Campaigns.

Managed a Sales Staff of 40 plus employeesHelped create and develop a sales training program, which resulted in a formalized training department for the entire company.Created and implemented incentive programs that resulted in a 5 million-dollar plus increase of gross sales (without increasing sales staff).Established a sales conservation program that.

Bachelor Of Science, Dual Majors: Marketing And Management

Education record