James Bitter Email & Phone Number

Springfield, Il, Us

Formulate and execute business plan strategies around new business acquisitions in corporate and tax-exempt retirement plan markets, fostering Advisor, Consultant and RIA relationships.Establish, strengthen and maintain strategic relationships through proactive and ongoing contact. Responsible for uncovering new opportunities in K-12 and adjacent markets.Manage a robust pipeline of activities and proposals, accurately forecasting retirement new business, enrollments in K-12 and overall retirement revenue growth.Conduct numerous webinars with advisors/consultants and distribution partners on industry and regulatory topics important to corporate and tax-exempt customersPartner with Horace Mann's marketing team in developing marketing differentiators for Horace Mann business and business on Benefit Consultants Group's open architecture platform.Promote brand, service model, product offering and administrative capabilities through cultivated key account relationships with advisor groups, third party administrators and other distribution partners. Collaborate with Regional and Senior Leadership in the development and delivery of the right services and solutions to advisors/consultants and their clients.Monitor and track competitor activity, provide market intelligence, ensuring that appropriate strategies are formulated, communicated and implemented into pricing model and distribution strategy.

Springfield, Massachusetts, Us

Non Profit Practice Leader contributed to long-term organizational goals and plans by providing leadership in sales of mid market ( $15 -$250 million) non-profit retirement plans though a network of company wholesalers, advisors and consultants across the United States. Drove and guided business development strategies in conjunction with internal associates and field sales that maximized revenue opportunities, generating over $3 billion in NFP new business,led efforts to raise corporate profile, effectiveness, and reputation, deepening advisor/consultant relationshipsDirected business development initiatives, new opportunity RFP and Pricing reviews, and market intelligencePresented non-profit capabilities at client finals, advisor/consultant meetings, client seminars and plan sponsor site visitsMonitored the mix of market segment business, identifying shifts in the mix, evaluating performance and uncovered areas of opportunity for growthPartnered with internal associates in developing data aggregation strategies to win and retain 403b businessServed as subject matter expert on products and competitors in the non-profit marketParticipated in the development and execution of strategic business plans designed to increase presence in the market, pipeline and salesSpearheaded the creation of videos, success stories and info-graphics showcasing Mass Mutual's support for non-profit plansMentored, coached and consulted top producing sales regions and leading wholesalers, while assisting relationship managers at client retention and conversion meetings and frequent site visits

Hartford, Ct, Us

Advised, managed, and consulted advisors, leading sales of tax-exempt retirement plan business and focused on small to mid-markets.Developed new business through advisors from various distribution channels, network of third party administrators and key account relationships throughout the territory.Directed entire sales cycle including the creation of travel rotations throughout five states and Washington DC., networking and building relationships with new and existing advisors. Built a robust pipeline of advisor activity, proposals and sold cases. Sold cases in healthcare, private education and government marketsCollaborated with internal associates to craft an unsurpassed customer experience, including an on boarding process for new clientsAssisted advisors at client meetings during plan reviews

New York, Ny, Us

Founding Partner in building a new business unit at the MetLife Broker-Dealer Group. Provided a consultative sales approach for advisors selling corporate and tax-exempt retirement plans. Business unit supported over 10,000 broker-dealer career and independent advisors. Created and managed a team of four Sales Consultants offering advisors sales support including plan design, plan bench-marking and investment monitoring. Plans sold included 401k, 401a, 457, DB and Non Qualified. Managed third party vendor relationships.

New York, Ny, Us

Regional Sales and National Corporate and Tax-exempt Retirement Plan Leader

New York, Ny, Us

Divisional Sales Manager supporting a sales team selling annuities and retirement plans along the east coast.

Bachelors Of Arts, Political Science

S6, S7, S24, 63

Clu, Chfc