Experience

PERA Administrators, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Vice President Sales Business Development

  • Aug 2020 - Present

  • Develop and implement strategic sales plans and forecasts to achieve corporate objectives for products and services • Develop and implement strategic sales plans to accommodate corporate goals • Direct sales forecasting activities and set performance goals accordingly • Analyze and control expenditures of division to conform to budgetary requirements • Assist marketing group in monitoring competitor products, sales and marketing activities • Establish and maintain relationships with industry influencers and key strategic partners • Represent company at trade association meetings to promote product • Assist sales team with maintaining relationships and negotiating and closing deals • Prepare periodic sales pipeline reports showing sales volume and potential sales • Review and analyze sales performances against programs, quotes and plans to determine effectiveness • Assist with responses to requests for proposals, direct prospective client tours, prepare pricing, and create sales presentations • Cultivate and maintain effective business relationships with executive decision makers in large accounts • Apply research insights and to provide compelling advertising solutions based on the company's business strengths. • Develop knowledge of all business areas and products offered • Must meet or exceed required level of Key Performance Indicators (KPIs) in all measured areas • Complete other projects as assigned by President Show less


National Benefit Services, LLC
• United States
• Financial Services
• 100 - 200 Employee
• Retirement Team Manager

  • Dec 2005 - Present