As a Regional Sales Manager at CoAdvantage, I am responsible for building, leading, and managing a high-performing sales team in the Bradenton/Sarasota region. My role focuses on developing strategic plans to drive revenue growth while fostering a culture of collaboration, accountability, and continuous growth.

What We Do: At BOOMIN Business Solutions, we specialize in providing premier consulting services to the trades industry. Our mission is to empower trades industry leaders to achieve excellence by aligning people, priorities, and processes.Who We Work With: We partner with HVAC, Electricians, Plumbers, Landscapers, Contractors, Roofers, and other trades organizations of all sizes who are committed to driving positive change and achieving exceptional results in the trades industry.What We Offer: Our comprehensive suite of services includes strategy facilitation, quality improvement programs, project management, data analysis, and more. We tailor our solutions to meet the unique needs and challenges of each client.How It Works: We start by understanding our clients' goals and challenges, then develop customized strategies and action plans to drive success. Through collaboration and ongoing support, we guide our clients through every step of their journey towards excellence.How We Add Value: With a blend of industry expertise, innovative methodologies, and a client-centric approach, we deliver tangible results and measurable impact. Our goal is to not only meet but exceed our clients' expectations, helping them achieve sustainable growth and success. A Little About Me: As the founder of BOOMIN Business Solutions, I bring over a decade of experience in helping the trades industry with consulting in various areas and a passion for driving meaningful change in the industry. I am committed to helping trades industry business owners unlock their full potential and thrive in today's dynamic economic landscape.Call to Action: Ready to take your trades business to the next level? Let's connect! Reach out to discuss how we can collaborate to achieve excellence together.https://boominbusinesssolutions.com/ kevin@boominbusinesssolutions.com 978-868-4346

I am an experienced Employee Benefits Consultant with CBIZ and responsible for managing all aspects of client’s Health & Welfare Benefits plans. I am able to assists employers, both small and large, with benefit plan design, benchmarking, financial analysis, plan administration, compliance, employee communication and education.I along with the CBIZ Employee Benefits Team take pride in offering an excellent service oriented approach used when working with our clients. Supporting the leadership team responsible for administering the benefits as well as consistent education for the employees using the benefits are critical components to a successful employee benefits program.With CBIZ Employee Benefits, you have a strategic local partner backed by national resources, ensuring you always receive the most personalized expertise. Our dedicated team has the knowledge and partnerships needed to deliver a fresh take in an industry that is constantly changing. We strive to discover and test new practices, ensuring a competitive advantage for our clients.

In my current role, I develop and train a sales team, while overseeing daily tasks focused on business development. I am the advisor for small to midsized employers. Build partnerships and events to bring together prospects and insurance providers by introducing opportunities for companies to streamline business through technology and unique product offerings. I also build lists for drip campaigns and create marketing material to build a pipeline of prospects.

In this role, I advised small and midsized businesses. Created partnerships through networking groups and events that had impact and relevance to target prospects and clients. I identified ways to reduce health insurance costs and streamlined companies using software and technology. I also prospected and self-generated leads through drip campaigns.

As senior sales representative, I built relationships with employee benefits brokers and property and casualty brokers to promote the value of formal partnerships and promote services. Established referral relationships with local H&B and P&C brokers by executing a thorough hands-on sales process from start to finish on every deal. I promoted other BenefitMall products to existing clients. Generated leads by self-promotion referrals from partners, with daily and weekly input into Salesforce. I also developed and delivered team coaching sessions.Some Key Accomplishments Includes:• Achieving an annualized performance of 170% of quota in 2017.• Reaching Presidents club status in the second year of employment.• Being selected for a senior role as broker district manager, overseeing broker relationships from Crystal River FL to Ft. Myers FL.

As sales representative for the company, I sold SaaS HCM based software to small to large employers. Established referral relationships with local H&B and P&C brokers, the CPA community, and local and national banks. Presented to decision-makers in existing client businesses to cross-sell other Paycor products. I also ensured that I input daily and weekly activity into Salesforce.A Key Accomplishment Includes:• Exceeding the annual quota by 123% and ending my tenure at 170% of quota.

In this role, I established referral relationships with the CPA community. Developed cross-selling opportunities with existing clients. Set-up referral relationships with major banks and independent agents. Input daily and weekly activity into Salesforce. Followed-up with prospective clients to ensure satisfaction and generate referrals. Submitted all paperwork in a timely and accurately manner. I also joined and engaged in chambers of commerce and other networking groups to generate and exchange referrals.Some Key Accomplishments Includes:• Being awarded Conference Circle of Excellence based on achieving 163% of quota.• Being recognized as a Top Rep in the small business category for multiple years and qualifying for Conferences and Circle of Excellence Awards.