Steve Koenig Email and Phone Number

We provide personal, business and commercial insurance lines, as well as investment and retirement services. I differentiate myself from my peers, and bring additional value to my clients in two distinct ways:1) I’m a Number Crunching Nerd, which means I know how to cut through all the clutter and complexities and get you the best value for the dollar.2) I'm a relationship builder, which meas I will get to know you and your needs, so that I can meet and exceed your expectations.If you give me the opportunity, I will become your trusted advisor for all your insurance and investment needs.We can start with your auto, home, renters or life policy. If you own a business, you’ll be amazed with how competitive we are. Give me a call and let’s start a dialog. at work 952-253-9404 or cell 612-790-1010.

Consultant & Sales Presenter for Market Traders Institute:* Heightened product awareness levels and increased average customer spend by 17%.* Contributed to the development and group sales roll-out of 21 new financial services products including cloud-based and SaaS solutions.* Delivered 275 international digital group sales presentations reaching over 25,000 prospects in 30+ countries and 5 continents including the Americas and Europe.* Recipient of Rising Star Award for accomplishments as a top performing sales presenter and delivery of operational best practices, efficiencies and standardization.* Help clients translate their strategic goals into actionable solutions that influence perceptions, change behavior and deliver measurable results on a local, national and global level.CFO Consultant for Quirky SQRL:* Managing finance and operations.* Collaboration on paid search and product development.Professional Trader:* Professional Trader, trading variety of financial asset classes including stocks, options, forex and futures.* Versed with blockchain technology and cryptocurrencies.

· Research, organize and present training, employee and client presentations as well as sales, recruiting and fundraising seminars on behalf of various companies and nonprofit organizations. · Represent and sell various products and services for companies focused on business-to-business and business-to-consumer market segments.· Emcee various events for profit and non-profit organizations (Midtown Global Market, SHPE (Society of Hispanic Professional Engineers).· Recent speaker to: Minnesota Manufacturing Networking Group, SamsNet.· Past Treasurer/CFO SHPE

I help small to medium-size businesses improve their business performance by guiding, advising, encouraging and mentoring options in business solutions and human capital management. Insperity (NYSE: NSP) is a 33-year old company built from the ground up to serve businesses that have a growth agenda. We provide an array of human capital solutions, enabling business owners to be more strategic and systematic about the role people play in the success of their company.We help businesses run better, grow faster and make money. Please reach out to me and let me see if we can help your business prosper like we've already helped over 8,000 businesses do the same.

• Spearheaded end-to-end sales operations enhancements increasing office revenue by 167% in Year 1.• Led overhaul of sales presentations to new and existing clients, increasing closings of new clients by 56% and upsells to existing clients by 117%.• Collaborated with executive team to enhance Go-To-Market strategies including channel assessment, pricing, forecasting, lead generation and sales for cloud-based SaaS financial services platforms and services. • Office named Midmarket Center of the Year across global corporation for two consecutive years. • Top ten global revenue producer and number one income earner, of over 100 in same role with highly leveraged commissions and bonuses. • Highest close ratio and greatest ROI within region, closing 22% of leads. • President's Club Two Years in a Row.• Salesforce data analysis lead to operational efficiencies and 17% increase in ROI.

• Instrumental in driving a 45% increase in Deluxe Detect B2B customers over an aggressive, six-month sales campaign by effectively identifying and qualifying leads. • Became an expert in the application and sale of financial and regulatory support services.• Negotiated over 150 complex and critical contracts. Deeply involved with conflict resolution between external clients and internal cross functional teams. • Collaborated in strategy, development and implementation of sales, marketing and lead generation campaigns for cloud-based digital financial services products. • Expanded B2B corporate portfolio with the launch of Provent, an identity theft SaaS solution. Called on various sized financial institutions to discover needs, create interest, close sales and managed account. Regularly called on C-Suite and other senior level officers.• Launched Cornerstone Marketing Solutions (now Deluxe Marketing Solutions), an engagement solution that drives measurable results and customer engagement for clients. Assisted in employee engagement, sales force effectiveness, channel partner loyalty and customer engagement.• Successfully translated technology features into business benefits through online sales webinars to financial institutions. • Developed relationships and understood the critical business strategies of customers while working with subject matter experts to create and execute a solution to help customers achieve their business objectives.• Regularly course-corrected and bridged the gap between sales and marketing based on voice of the customer and Salesforce analytics ensuring audience appropriate communication of technical solutions.

• Strategically sold capital equipment, hardware and software solutions, custom automation, robotics and prototypes by bridging the gap between engineering, financing, procurement, senior executives and C-Suite.• Called on Engineers to get in the door and determine the needs, then met with CFO's, Financial and Procurement Executives to secure the financing and close the deal.• Large volume sales experience in large accounts with sales often exceeding $500,000 with sales cycle ranging from three to six to twelve months.• Became a trusted advisor for clients and their executives while working to identify new opportunities to upsell across the business and expand into other company divisions and groups.• Developed, grew and managed a regional territory of small and large private and government clients including 3M, Boston Scientific, Medtronic, Parker Hannifin and US Military including Fortune 500 and Fortune 1000 companies.• Top new customer acquisition producer delivering 75% more new clients than the rest of the company combined. • Tripled lead generation from tradeshows by working closely with cross-functional teams to address end-to-end sales cycle including referral sources, segmentation and prospect lead conversion. • Directed all business activities, including people, process and CRM technology to develop a pipeline and program to bid and close on military contracts.• Worked with SolidWorks and Made2Manage ERP.

• Responsible for company P&L, cash flow management and funding of operations and technology projects. Developed Go-To-Market strategies including forecasts, pricing models and affiliate programs revenue shares. • Grew company revenue by 428% in first three years. Increasing annual net income year over year by hiring, training, developing, managing and motivating company sales staff while managing own book of business. • Vetted and established strategic alliances with 22 partners to expand marketing reach and referrals. Negotiated strategic alliances and contracts with partners such as banks and credit unions, attorneys, CPAs, accountants, insurance agents and realtors to develop sales channels and augment product offering. • Established corporate governance, compliance and privacy practices. Track record of zero regulatory or compliance complaints.• Translated data and metrics into actionable and predictable business insights.

· Strategically grew business by over 300% by meeting and exceeding the needs of domestic and international small and mid-sized corporate clients as well as Fortune 500 companies.· Managed client relationships by consistently exceeding service expectations through the design and implementation of robust outbound lead generation programs.· Designed, structured, staffed and lead the development of a national outbound sales call center in Grenora, ND.

· Conducted Military Intelligence.· Supervised and trained troops.· Recipient of numerous military awards including: Army Commendation Medal, Army Achievement Medal, NATO Medal and Armed Forces Service Medal.· Attended numerous military training programs including leadership and personal development seminars. · Held a Top Secret Security SCI Clearance.

· Established an aggressive sales record by becoming the top performer in the Central and Northern Minnesota region within first five months of employment. Featured in company recruitment materials, corporate presentations and training seminars.· Increased client satisfaction and grew business relationship and portfolio by presenting in-depth and engaging employee benefit seminars for clients on individual legal service plans.· Created and championed a training program focused on results, professionalism and long-term strategic sales — generating the highest ratio of bonus-qualified sales graduates in the country. Received 1998 Top Trainer of the Year award.