Paul Sanfilippo CPBS®
Sales And Marketing Consultant at VIP CYBER DEFENSE- Claim this Profile
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Bio
Jeff Rose
Paul has been instrumental in helping me grow my insurance business at the most efficient way possible. From basic underwriting questions, to product information, and how to incorporate the EZ Life Sales process into my practice, his expertise has helped me launch my business in a fraction of the time.
Mike Joyal
Paul was instrumental in helping me expand Sun Life's distribution profile into new / leading edge advanced sales concepts. His candor and energy translate into consistently productive, profitable interactions for his clients and business partners.
Jimmy Trujillo
I've known Paul for almost five years. During that time, I have been repeatedly and consistently impressed with his energy and passion for our business. Paul is a man of his word who cares deeply about his clients. Paul is extremely knowledgeable and someone I count on for input and the latest and greatest happenings in our industry.
Jeff Rose
Paul has been instrumental in helping me grow my insurance business at the most efficient way possible. From basic underwriting questions, to product information, and how to incorporate the EZ Life Sales process into my practice, his expertise has helped me launch my business in a fraction of the time.
Mike Joyal
Paul was instrumental in helping me expand Sun Life's distribution profile into new / leading edge advanced sales concepts. His candor and energy translate into consistently productive, profitable interactions for his clients and business partners.
Jimmy Trujillo
I've known Paul for almost five years. During that time, I have been repeatedly and consistently impressed with his energy and passion for our business. Paul is a man of his word who cares deeply about his clients. Paul is extremely knowledgeable and someone I count on for input and the latest and greatest happenings in our industry.
Jeff Rose
Paul has been instrumental in helping me grow my insurance business at the most efficient way possible. From basic underwriting questions, to product information, and how to incorporate the EZ Life Sales process into my practice, his expertise has helped me launch my business in a fraction of the time.
Mike Joyal
Paul was instrumental in helping me expand Sun Life's distribution profile into new / leading edge advanced sales concepts. His candor and energy translate into consistently productive, profitable interactions for his clients and business partners.
Jimmy Trujillo
I've known Paul for almost five years. During that time, I have been repeatedly and consistently impressed with his energy and passion for our business. Paul is a man of his word who cares deeply about his clients. Paul is extremely knowledgeable and someone I count on for input and the latest and greatest happenings in our industry.
Jeff Rose
Paul has been instrumental in helping me grow my insurance business at the most efficient way possible. From basic underwriting questions, to product information, and how to incorporate the EZ Life Sales process into my practice, his expertise has helped me launch my business in a fraction of the time.
Mike Joyal
Paul was instrumental in helping me expand Sun Life's distribution profile into new / leading edge advanced sales concepts. His candor and energy translate into consistently productive, profitable interactions for his clients and business partners.
Jimmy Trujillo
I've known Paul for almost five years. During that time, I have been repeatedly and consistently impressed with his energy and passion for our business. Paul is a man of his word who cares deeply about his clients. Paul is extremely knowledgeable and someone I count on for input and the latest and greatest happenings in our industry.
Credentials
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Certified Pharmacy Benefit Specialist
Pharmacy Benefit Institute of America (PBIA)Jan, 2022- Nov, 2024
Experience
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VIP CYBER DEFENSE
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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Sales And Marketing Consultant
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Mar 2016 - Present
Our unique services approach leverages a next-generation product distribution, marketing, governance risk management, and testing methodology that provides our customers with the metrics, insight, and guidance they need to make critical business decisions. The combination of the right people using the right technology will help your organization improve efficiency, automate compliance, manage risk, and mitigate security incidents allowing you to focus on running your business. Our unique services approach leverages a next-generation product distribution, marketing, governance risk management, and testing methodology that provides our customers with the metrics, insight, and guidance they need to make critical business decisions. The combination of the right people using the right technology will help your organization improve efficiency, automate compliance, manage risk, and mitigate security incidents allowing you to focus on running your business.
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Insureio Technologies, Inc.
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United States
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Software Development
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1 - 100 Employee
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Managing Director of Product Development, Strategic Partnerships, Sales and Marketing
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Feb 2011 - Feb 2016
Co-creator of an enterprise SaaS Insurance agency management system that provides a single source software to manage agencies, agents/advisors, wholesalers, insurance carriers, vendors, and consumers. This omni-channel design engages at every step of the buying journey and company real-time advocacy approach in a 360-degree view. Work closely with the CEO, designers, engineers, and customer success team in developing the optimal user experience and process enhancements for Saas Offering with the integration of over 100+ Insurance Carrier, underwriting platforms while reducing the need for over 30 e-solution technologies. Lead the consulting services and best practices of SEO, SEM, Content Marketing, Website Design, Lead Management, Agency Management, Salesforce Automation, Insurance Product Design, and Distribution. Responsible for the overall direction, coordination, and evaluation of multiple internal and external department teams. Responsibilities include planning, assigning, and directing work; conducting performance reviews; rewarding and disciplining employees; addressing complaints and resolving problems. Recruited and managed insurance agencies and affiliate lead partners who are focused on the digital consumer and creating an online digital life insurance agency for Pinney Insurance wholesale distribution division. Managed a team of internal and external agents in their day to day service needs, sales objectives, product design, weekly and monthly goal attainment, sales performance, and guided new business opportunities.
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Crump Insurance
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United States
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Insurance
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200 - 300 Employee
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Regional Director of Sales
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Jun 2004 - Nov 2010
Focused on growing the distribution of insurance products and generated over $100,000,000 in paid life premium awarding me President Club Honors every year. My responsibilities include managing a sales team for the Greater West Coast Marketplace through scheduled conference communications, personal visits to establish, maintain and strengthen relationships. My success is derived from the strong partnerships built with clients by helping them succeed through value-added strategies. Generated revenue by leading sales outreach activities including opportunity identification, evaluation, negotiations and deal execution. My approach focuses on a strong emphasis on acquisitions and the development of new agents, agencies, marketing groups, and institutional accounts. Many of the cases centered on the Estate Transfer and Wealth Preservation process encompassing the use of Premium finance and Split-dollar design. My involvement in the transaction combines the initial design of the case, risk underwriting, negotiating offers with carrier underwriters and the arrangement of the financing. Managed Key National Accounts for Banks, Broker-Dealers and Captive Insurance Carriers as their sale manager and trainer for their employee sales force.
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Risk Management, Insurance, Investments,, Retirement Plans, Employee Benefits
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Sacramento, Ca 95816
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Financial Advisor / Employee Benefits Consultant
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Jun 1997 - Jun 2004
Our services provide product distribution of insurance products in the Employee Benefits. Life, Long-term Care, Disability, Annuity, and Property Casualty. My scope work as a policy analyst and underwriter for the evaluation and remediation of estate planning, premium finance, buy-sell funding, bonus arrangements, continuity planning, succession planning, executive carve-out, captive, and risk management insurance policies. Own and operate independent insurance, lending, and financial services marketing agency. Focused on providing credit, cyber, insurance, lending, and investment products in a B2B/2B/2C point-of-sale channel to the pension, employee benefits, wealth management, career, and independent agency marketplace.
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Education
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2022 - 2024
Syracuse University College of Professional Studies
Business Administration, Management and Operations -
Long Island University
History Teacher Education -
MiraCosta College
Educational Psychology -
Santa Monica College
Pre-Medicine/Pre-Medical Studies
Community
