Jonathan Boehmer Email & Phone Number

Greater Boston Area

Partner with PuzzleHR to lighten your HR load.PuzzleHR provides "just in time" support by augmenting your HR team in key areas like talent and workforce management. We step in to manage recruiting, payroll, benefits, or HR processes, helping you navigate the challenges of turnover in the HR industry.We’re platform agnostic and work with your existing payroll and benefits systems—no need to change providers. With decades of experience in Payroll, Benefits, and HR Outsourcing, we understand the stress of losing internal HR resources or facing gaps in your team.PuzzleHR delivers solutions that:Ensure payroll, benefits, and HR functions run smoothly, even if your team changes.Keep you compliant with government regulations.Implement & optimize your HCM and HRIS systems to maximize ROI.Provide leadership, learning, and engagement programs to elevate your organization.Build scalable HR processes that support your future growth.Let us help you put the pieces together—Puzzle is HR Solved!

Greater Boston Area

Independent financial services firm that consults corporations and households on business services, retirement pension strategies, and family wealth planning.Consults businesses on innovative, disruptive technologies to solve complex problems and tailor solutions in the HCM, BPO, ASO, PEO and 401k markets.Series 6 Registered Representative, Series 63, and Series 65 Investment Adviser Law licensed.Develops and manages a wholesaler network of financial advisors to deliver the Fi401k 3(21)/3(38) institutional fiduciary service to grow and manage their 401k book of business.Represents managed account portfolios, mutual funds, life insurance, and annuity products to individual families.Sold 50 401k plans with $40 million in retirement services assets through financial advisors and the Fi401k fiduciary solution.Conducts webinars and hosts lunch and learns on key industry concepts and trends.

Greater Boston Area

Experienced sales leader focused on innovative growth strategies to consistently help sales associates develop and achieve their personal and professional goals.Senior Sales Leader specializing in Human Capital Management and Professional Employer Organization (PEO) in the 10 to 1000 employee market with a consistent track record of success exceeding and/or achieving corporate sales goals.Relied upon to lead sales associates in the New England for ADP HR/BPO Solutions, specifically marketing PEO and HRO solutions. We consult small and medium sized business owner who value their human capital and aim to maximize profitability. Servicing over 12,000 clients and 500,000 worksite employees, we are the world's largest human capital management provider. President's Club Winner FY'19148% of Quota FY'19

Greater Boston Area

Manages MA, NH, ME, OH, & PA regions responsible for generating $160 million in financial advisor referred 401k plan salesConsults businesses and financial advisors on 401k plan design and installationSupports plan sponsors and financial advisors during their 401k plan annual fiduciary reviewHosts financial advisor workshop training on business development in the 401(k) marketProvides marketing support, resources, and tools designed to assist the financial advisor to win and retain retirement plan business

Boston, Ma

Managed a $20 million business unit by leading all matters relating to sales, administration and operational support to 6 District Sales Managers and 60 B2B, outside sales staff to ensure achievement of quota and profit /margin objectives. Experienced leading a national sales team in ASO, PEO, Payroll, 401(K), Pre-Tax Benefits, and Group Health & Life benefits.Specific Responsibilities:Managed sales managers and their sales teams to exceed company quotas in 401k, ASO, PEO, FSA, Group Health & Life Insurance and HCM technologies.Established and managed activity targets and quarterly reviews of sales activity to ensure achievement of company goals.Reviewed and evaluates performance to sales and profit objectives to control sales turnover through appropriate hiring and oversight of performance management.Managed the ultimate achievement of corporate objectives by individual product line category within specified geographical areas and within budgeted financial guidelines.Administered, directs and monitors activities of District Sales operations to ensure adherence to and implementation of corporate sales plans and programs. Reviews performance against forecast and takes corrective action where necessary.Initiated, participated-in, and supervised on-going training of all sales and support personnel.Recruited, selected, hired all sales and support personnel.

Washington D.C. Metro Area & Miami, Fl

Managed teams of outside sales professionals responsible for selling 401(k), Section 125 Flexible Spending Accounts, Premier Human Resources (ASO) and Paychex Business Solutions (PEO) for six years.Achieved 6 consecutive years achieving 100% of district sales quota and qualified for Conference trip every year. Multiple Zone DSM of the Year and #1 National PEO DSM of the Year 2009. Three years on the DSM Advisory Council and recipient of multiple professional awards.Manages the achievement of corporate objectives by individual product line within area of district responsibilityand within budgeted financial guidelines.Recruits, selects and directs sales staff in meeting or exceeding corporate goals. Monitors attainment versusforecast and takes corrective action when necessary.Identifies potential management candidates and brings to the attention of the Zone Manager.Manages line byline items of corporate assigned budgets.Projects a positive image in representing the corporation to clients and the community.Cultivates and develops through the sales staff a referral network among the certified public accountantscommunity, enrolled agents and bookkeepers.Ensures accuracy of weekly activity reports and audits commission and expense reports.Initiates, participates in, and supervises on-going training of assigned sales representatives in technical knowledge,competitive knowledge, and sales skills knowledge.

Washington D.C. Metro Area

Outside business to business (B2B) sales position selling Premier Human Resources (ASO) product, which bundled payroll, benefits and human resource administration services for America's businesses. Qualified for Sales Conference trip two consecutive years and named Newcomer of the Year.2 Time Sales Conference Qualifier

Classified

Honorably served the United States Marine Corps in a combat specialty known as light armored reconnaissance infantry marine. Deployed for combat in response to the September 11, 2001 terrorist attack known as Operation Enduring Freedom and Operation Iraqi Freedom.

Law

Bachelor Of Arts & Sciences

Activities and Societies: NCAA All Academic Cross-Country NCAA All Academic Track & Field Graduated 3.5 Cum Laude Pi Gammu Mu - National.

Diploma, Pre College, 9-12

Activities and Societies: Cross-country, Track, Baseball