GOAL DRIVEN. WITH A DEDICATED SALES BACKGROUND FOCUSED ON DRIVING REVENUE. 11 PLUS YEARS OF B2B SALES EXPERIENCE.
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Work Experience
Paychex, Inc.
Regional Retirement Plan Sales Professional
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2017 - Current
Cultivated leads and marketed businesses to build sales pipeline using various marketing campaigns
Developed partnerships and referral sources to drive sales
Took business officers and executive committees through sales cycle closing business and moving client onto Paychex’s 401k platform
Obtained Series 6 and 63 licensing requirements
Small and Medium Retirement Plan Sales Professional
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2006 - 2016
Sold 401k plans to over 500 businesses, impacting more than 20,000 employees for small to medium size businesses
Prepared and presented sales proposals to decision makers and negotiated agreements in a team and individual capacity
The 401(k) Company
Account Manager and Research Specialist
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2001 - 2006
Worked with clients, participants, and internal departments to resolve complex account issues
Identified inefficiencies and problem trends within the Participant Services Department in order to develop and implement several major staff training programs
Achievements
Consistently achieved above quota as a team leader year over year exceeding sales goals
Member of highest achieving sales team, consistently ranked #1 in nation
Recognized for annual sales achievements, top 10% of sales force nationally in 2007, 2008, 2010, 2012, and 2013, 2014, 2015, 2016, 2017.
Awarded circle of excellence, recognized as a top 5% sales performer - 2015.