Experience

Sentinel Group

• United States
• Financial Services
• 100 - 200 Employee

• Senior Retirement Plan Consultant

  • Oct 2022 - Present

  Retirement plan specialist, improving plan health for sponsors and participants. Guide plan sponsors through regulations and plan documents. Help plan sponsor prepare for year end testing and reporting and complete the testing.



CUNA Mutual Group

• United States
• Financial Services
• 700 & Above Employee

• Retirement Plan Consultant

  • Jun 2020 - Sep 2022

  Retirement plan specialist, improving plan health for sponsors and participants. Guide plan sponsors through regulations and plan documents. Help plan sponsor prepare for year end testing and reporting.



Ameritas

• United States
• Insurance
• 700 & Above Employee

• Retirement Consultant

  • Sep 2019 - Jun 2020

  Lincoln, Nebraska Area Retirement plan specialist, improving plan health for sponsors and participants. Project lead for payroll file audits and reconciliation. Keep current on regulation change guiding plan sponsors through audits and year end filings.



State Farm

• United States
• Insurance
• 700 & Above Employee

• Insurance Professional

  • Feb 2019 - Sep 2019

  Lincoln, Nebraska



Bazis Retirement Services

• Retirement Consultant

  • Jan 2017 - Jan 2019

  Retirement plan advisor working with both plan sponsors to improve plan design and effectiveness and individuals to develop financial wellness. Manage sales team to drive increased revenue. Investment Advisor Representative.



Principal Financial Group

• United States
• Financial Services
• 700 & Above Employee

• Relationship Manager

  • Apr 2016 - Dec 2016

  Greater Omaha Area Retirement plan specialist working with individuals delivering ideas that provide a more secure financial future. Helping people get on track for their retirement. I manage a block of business over $500 million. Responsible for P& L and asset retention. Responsible for retirement plan and investment reviews. Pricing and contract negotiation.



ACTIVE Network

• United States
• Software Development
• 500 - 600 Employee

• Account Executive

  • Jul 2014 - Mar 2016

  Dallas, TX Develop and grow loyal customers with responsibility for developing a market strategy and driving new business opportunities throughout national territory. Launch new swim team SaaS product to market. Managed a sales territory of Canada and western US. Negotiate pricing and contracts. Represent Active at conferences and tradeshows. Recognized as "Quota Crusher" for 156% to quota. Train and mentor new account executives.



David Weekley Homes

• United States
• Construction
• 700 & Above Employee

• Sales Consultant

  • Jun 2012 - Jul 2013

  Dallas, TX New home sales; prospecting, marketing and promoting new business. Lead customers through building process and deliver exceptional customer service.



Bazis Retirement Services

• President

  • Dec 2001 - Jun 2012

  Dallas/Fort Worth Area Specialize in retirement planning, including Solo 401(k) and company retirement plans. Full service broker/dealer and Registered Investment Advisor firm. Built open architecture retirement plan and marketed to companies throughout the US. Responsible for full sales cycle of enterprise level sales. Managed sales and enrollment teams driving new plan sales growth. Pricing and contract negotiation. Securities offered through Institutional Securities Corp (ISC), Member FINRA/SIPC. Steve… Show more Specialize in retirement planning, including Solo 401(k) and company retirement plans. Full service broker/dealer and Registered Investment Advisor firm. Built open architecture retirement plan and marketed to companies throughout the US. Responsible for full sales cycle of enterprise level sales. Managed sales and enrollment teams driving new plan sales growth. Pricing and contract negotiation. Securities offered through Institutional Securities Corp (ISC), Member FINRA/SIPC. Steve Bazis is a registered representative of ISC. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Retirement Specialist

  • Nov 1995 - Nov 2001

  Dallas, TX Assist clients with retirement strategies and portfolio allocation, perform investment education seminars one-on-one and to large groups, relationship manager and communication specialist for southern territory, key member of finals sales team closing retirement plans over $100 million in assets, and sell personal investment accounts.