David Rickert Email & Phone Number

Rochester, Mn, Us

Nashville, Tennessee

• Managed the full sales cycle from prospecting through closing, including demos, negotiations, and contracting• Increased lead conversions through targeted presentations and demos to new prospects• Led product development and testing initiatives while managing a high-volume pipeline

San Francisco, California

- Cultivated strong relationships with key stakeholders within client organizations, leading to long-term partnerships and repeat business opportunities.- Orchestrated and worked with teams to maximize relationship impact with prospects and clients- Delivered presentations and demonstrations to new commercial prospects, resulting in increased lead conversion rates.- Actively communicated with existing clients, identifying upsell opportunities that contributed to consistently meeting or exceeding revenue growth goals- CX SaaS sales, leading complex sales processes using strong communication, value-based selling, and methodologies like MEDDPICC and MAP- Technology: Apple, G-Suite, Salesforce, Clari, Outreach, 6sense, Seismic, Zoom Info, Zoom, Gong, LinkedIn Navigator, Bullseye, Looker, Seismic

Milwaukee, Wisconsin

- Presidents Club Award - Mid-Year Grinder Award - Rookie of the Year - Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term retention and upselling opportunities- Conducted creative sales strategies and education programs, conducting product demonstrations while cultivating strong professional and personal relationships during the sales process- Mentor and educator for peers on insurance benefits agency operations, consistently exceeding quarterly activity metrics and sales quotas- Insurtech SaaS Sales working working with Benefits and Commercial agencies throughout the United States- Technology: Microsoft Suite, 6Sense, MiEdge, Salesforce, Gong, CPQ, and in house Commercial and Benefit tools

Albert Lea, Mn

- Benefits Consultant or both private and public businesses in the mid-west, client retention and new business sales- Client-focused representation and consultation, building strong relationships at all levels. Prioritizes positive client and employee experiences, financial awareness, and trust, driving agency growth- Conducted and led detailed financial/claims analysis with KDM’s and developed tailored solutions to meet client needs base on the claims trajectory for all large fully insured and self-funded clients - Managed the marketing of all benefit lines according to private employer needs and in compliance with Minnesota Statute 43A.316 (PEIP) & 471.6161 (Governmental Units) and adhering to applicable data privacy laws- Renewal processing and presentations to KDM’s, open enrollment meetings, seamless carrier implementation - Maintained accurate client records in the AMS, ensuring compliance and up-to-date policy information- Technology: Microsoft Suite, Salesforce, CRM for Benefits, Claims Analytics, Online Enrollment, Content Distribution, Benefits Quoting systems

Albert Lea, Mn

- Built and grew the agency benefits department, demonstrating strong leadership and strategic planning skills- Hiring, training, and supervising benefits team to ensure optimal performance and client satisfaction- Streamlined internal processes for improved efficiency and increased team productivity.- Developed and managed client relations concerning employee group benefits - Lead client, group, and individual insurance consultation presentations - Prepared and presented new client sales and marketing information

Bachelor Of Science (B.S.), Business Administration, Management And Marketing

Associate Of Arts, General

Diploma