Responsible for sales and operations for multiple locations around the United States. Developing new strategies for growth and expansion while maintaining the foundation of our structure for ongoing solid support to existing clients.

-Responsible for marketing and sales to 50+ employee market in Connecticut and New York -Consults with Advisor's on a daily basis-Present a wide variety of options and solutions to clients and Financial Advisor's in the large market 401k space daily-Trains and collaborates with partners on a daily basis -Puts the clients needs first as well as educates about the industry-Multiple Circle of Excellence Achievements- Consistently over achieves goals year to year -Daily use of Salesforce -Licenses held-6,63

•Manage a team of 11 inside/outside sales professionals responsible for selling 401(k) and Section 125 Flexible Spending Accounts, for 2 years•Manages district sales efforts in accordance with corporate guidelines to increase client basethrough the integration of specifically approved sales and marketing programs•Manages the completion of corporate objectives by individual productions within an area of district responsibility and within budgeted financial guidelines•Recruits and directs sales staff in meeting or exceeding corporate goals. Monitors daily numbers versus forecast and takes corrective action when necessary•Identifies potential management candidates and brings to it the attention of my direct report.•Manages line 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 accountants community, Financial Advisors and bookkeepers•Works with branch managers to develop mutual objectives and problem solving of issues using partnership principles•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•Daily use of Salesforce

•Sold Retirement Savings Plans and Flexible Spending Accounts to small and medium size businesses.•Created lead sources and referrals with Financial Advisors along with telemarketing and networking.•Achieved Circle of Excellence top ten percent of the company two years in a row. (2010, 2011)•Daily Use of Salesforce

•Responsible for starting & managing four sales/marketing offices in 4 states from the ground up for an 8-year-old company•Interviewing sales reps and sales managers for positions•Marketing the cost reduction services we offer to fortune 500 companies and below•Network marketing for new products to offer in a specialty field such as the Medical Industry, Telecommunications, as well as Insurance, Office Supplies, Printing, Utilities, Property Taxes, etc. •Successfully achieving the goals put fourth on a quarterly basis

•Oversee day-to-day operations of “start-up” telecom sales office for a competitive local exchange carrier with over 600 employees in seven Northeastern states•Manage team of 20 outside sales reps and 6 order-entry reps•Train and motivate sales team on telemarketing skills, appointment setting and field cold calling to meet our sales quota, while servicing existing accounts•Train the sales reps on the, “Seven-Step Sales Process,” and how to overcome rejection while maintaining control of the sales presentation •Audit sales reps’ monthly commissions•Office was consistently in the Top seven (out of 19) most productive offices in the company Senior Account Executive (11/2000 – 4/2001)•Setting appointments with companies to review their telecommunications situation•Design proposals for the companies to review•Sign companies up and ensure all of the orders were correctly processed•Assisting sales reps to hit their quota, while selling to fulfill my personal sales goals and quota•Out of 300 sales reps in the company, I have been within the top five sales positions 8 out of 12 months

•Selling Accident and Health Disability insurance to commercial and individual customers statewide•Renewing existing policies house-to-house or business-to-business by collecting premiums owed•Helping customers process claims to be reviewed by claims adjuster, canvassing for new sales opportunities and recruiting new employees for sales team •While with this Fortune 500 company I received over 11 awards for sales excellence

•Surveying job sites•Quoting bids to contractors•Assessing blueprints and specifications•Processing orders for needed materials•Providing sales and service to commercial and individual contractors and customers•Account balances and debt collection•Maintaining all aspects of shipping and receiving