- Generate sales through business contacts, brokers, consultants, TPAs- Acquire new business from the small, medium and large case markets.- Conduct clear, concise presentations of products and services.- Segment broker/consultant/TPA contacts and build close mutually beneficial working relationships.- Respond to RFPs and oversee final completion.- Design and execute sales action plan for identified business opportunities.- Champion and facilitate finalist presentations for large group opportunities.- Track monthly results to ensure the territory is meeting or exceeding corporate mandated requirements.- Support other business development and special project requirements.- Analyze the effectiveness of sales programs; recommend and implement changes based on conclusions.- Record all sales activity (F2F meetings, quotas, new sales, contact info, etc.) in SalesForce

- Handled all inquiries related to RFP's, renewals, pricing requests, and reporting for various partners.- Acted as the liaison between the Sales Executives, Actuaries, and clients; Third Party Administrators and brokers alike.- Advised partners and Third Party Administrators of cost-containment plan solutions.- Consulted to licensed agents looking to sell group insurance as members of World Financial Group.- Trained said agents how to effectively prospect clients and ultimately close sales; having produced 14 group insurance sales within the first year of consulting.- Worked closely with the company President to consolidate refund agreements for large, public sector clients.

- Constructed a forecasting model that utilized excel to predict key company metrics, 5-year Projected Income Statement, 5-year Projected Statement of Cash Flow.- Advised in strategic business decisions involving growth initiatives and pricing.- Determined the feasibility of potential sales models using market analysis that included SWOT analysis, and the Porter Five Forces model.- Performed market research in a developing and emerging industry.