Summary
Overview
Work History
Education
Skills
Timeline
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Amgad Yassa

Colorado Springs,CO

Summary

Dynamic and proven professional with over a decade of experience in retirement services seeking to add value to Empower through the Senior Director, Marketing RFP Strategy and Solutions role. Proven expertise in developing and executing RFP strategies and solutions to drive business growth and increase win rates. Adept at leading diverse cross-functional teams, developing and implementing innovative marketing initiatives, and optimizing processes to enhance overall scale and efficiency. Known for fostering collaborative relationships and delivering impactful results in fast-paced environments, and well-equipped to drive operational excellence and execute retirement sales strategies that align with Empower's goals. Extensive knowledge of the retirement industry with experience across all market sizes and channels.

Overview

11
11
years of professional experience

Work History

VP, Wealth Solutions Executive

Alight Solutions
04.2021 - Current
  • Spearheaded the leadership and management of a diverse team of 10-15 sales support and RFP writers, driving the entire sales cycle with precision. Implemented bi-weekly coaching and mentoring sessions, resulting in insightful discussions and enhanced performance. Delivered comprehensive performance evaluations with actionable feedback, ensuring accountability and continuous growth.
  • Led the reorganization of Alight's retirement RFP database to improve response accuracy and quality. Developed a tagging system for each question that allowed tailored responses to be leveraged based on the targeted narrative identified for each prospect, increasing efficiency by allowing a 200% increase in RFPs completed annually while providing more tailored responses leading to an 80% increase in down selections.
  • Orchestrated end-to-end sales strategy and delivery for Alight's large, mega, and NFP retirement business across a 12-state territory on the West Coast, achieving a remarkable 10% Year-over-Year revenue growth.
  • Worked with sales and product groups to craft customized sales presentations and proposals, contributing to a finalist appearance rate of 60%, nearly doubling the company average. Delegated RFP tasks and presentation sections based on individual skill sets and compatibility.
  • Leveraged data and technology tools, including Tableau, Salesforce, and pivot tables to identify strengths and weaknesses in responses based on prospect demographics to track trends and help construct more tailored compelling narratives.
  • Established seamless collaboration with internal and external partners, such as sales leadership, legal, HR, investment groups, outside vendors, call center teams, and the CFO group. Designed tailored solutions for each client, concurrently eliminating sales barriers and enhancing overall client satisfaction.
  • Developed RFP quality review and approval process that was adopted by entire organization. This process eliminated late and incomplete RFP submissions completely within the first 6 months of implementation.
  • Actively participated in regular internal meetings with the executive team, leveraging influence to shape outcomes and drive decisions with key senior stakeholders regarding strategic direction and operational enhancements. Leveraged market and competitor insight to better guide product roadmap.
  • Developed and executed comprehensive training programs for new associates, resulting in a streamlined sales experience and the identification of front-line leaders within the team. The program was eventually expanded to provide RFP and sales training to tenured associates.

AVP, Sr. Intermediary Sales Consultant

T. Rowe Price
09.2019 - 04.2021
  • Spearheaded coaching, mentoring, training, and recruitment efforts for both existing and potential intermediary sales support staff, RFP writers, and consultants. Instrumental in developing sales skills, imparting knowledge of retirement industry, and creating tailored career plans for team members.
  • Successfully navigated and executed annual sales strategy within assigned Pacific Northwest Territory, consistently surpassing sales goals. Achieved recognition in top 10% of engagement metrics for both Broker/Dealer (B/D) and DCIO.
  • Served as Subject Matter Expert (SME) for colleagues, providing invaluable support in building and delivering presentations and RFP responses. Offered constructive feedback and guidance to sales, sales support, and summer interns, winning two internal presentation competitions.
  • Proactively engaged with financial advisors in the prospecting and probing process, identifying needs and strategically positioning appropriate product solutions with over 30 previously untouched intermediary clients, expanding company's market reach. Tailored value proposition based on advisor and client needs.
  • Developed and implemented a summer internship program for 12 college students, including recruiting, hiring, and training. Provided education, guidance, and feedback to develop interns professionally and personally, resulting in 25% of interns ultimately becoming full-time associates.

Intermediary Sales Associate

T. Rowe Price
09.2018 - 09.2019
  • Provided RFP response and sales support for four territories as well as backup for several field sales who were on extended leave. Crafted hundreds of RFP response answers and systematically upgraded responses across database.
  • Created and delivered monthly sales presentations to leadership, leading workshops on industry trends and product education. Led workshop for new RFP writers and sales support staff.
  • Proactively sought feedback and professional growth to grow sales and business acumen. Manned inbound sales line at twice the mandatory rate and excelled in turning inbound inquiries into sales opportunities.

High-Value Retirement Consultant

T. Rowe Price
07.2014 - 09.2018
    • Established relationships with existing high net-worth retirement plan participants as a single point of contact to promote products and services and expand share of wallet.
    • Created and delivered training to fellow consultants and all new hires on new products, financial markets, and sales techniques. Provided coaching via call-monitoring and sit-ins and acted in senior capacity.
    • Led retention effort of DC plans converting out resulting in 75% success, nearly twice the historical rate.
    • Led educational webinars, in-person education meeting days, and benefits fairs for largest DC clients.

Participant Service Center Associate

T. Rowe Price
05.2013 - 07.2014
  • Educated plan participants on retirement strategies and investment products, taking ownership of complex issues to find appropriate solutions.
  • Developed understanding of retirement plans while showcasing strong attention to detail in plan rules and guidelines demonstrated in achieving lowest annual error rate on team.
  • Identified hidden needs and finished in top 5% in identifying and closing sales opportunities, while referring cross-sell opportunities to appropriate channels.

Education

Bachelor of Science - Business Administration: Finance

Colorado State University
Fort Collins, CO
05.2013

Skills

  • RFP Strategy: Extensive experience in crafting and executing effective RFP strategies that create a compelling tailored and meaningful narrative to clients, demonstrating a track record of successful wins across various client industries and sizes
  • Team Leadership: Proven ability to lead, motivate, and inspire diverse cross-functional teams, fostering a collaborative and high-performance work environment that attracts, retains, and develops talent Strong relationship-building skills to foster and maintain positive relations with internal and external stakeholders
  • Strategic Planning: Adept at developing and implementing strategic plans that align with business objectives, increase efficiency, and drive revenue growth Focused mindset on continuous improvement, consistently seeking innovative ways to enhance sales processes and achieve better results
  • Technology and Data: Proficient in leveraging data and analytics to make informed decisions, optimize campaigns, and measure effectiveness of initiatives Excels with relevant RFP and CRM software, enabling effective tracking, reporting, and management of activities Exceptional Microsoft Office skills, including Excel, Outlook, and Teams
  • Collaborative Communication: Strong written and verbal communication skills with ability to effectively convey strategies, collaborate with stakeholders, and present ideas persuasively in ways that make complex topics engaging and accessible Works with sales and product teams to create and deliver thoughtful and differentiated solutions
  • Project Management: Demonstrated success in managing multiple competing projects simultaneously from conception to completion leveraging organizational skills and disciplined time management to ensure accurate delivery, resource allocation, and adherence to project goals while delivering timely and high-quality results
  • Market Expertise: Deep understanding of retirement and investment industry gained from extensive experience across various sales, service, and leadership roles Conducts research and leverages analytics to be ahead of evolving industry trends and market dynamics
  • Leadership Development: Passionate about providing relevant, candid, and constructive feedback to RFP associates while simultaneously identifying and nurturing leadership potential to create a sustainable talent strategy for writer team

Timeline

VP, Wealth Solutions Executive

Alight Solutions
04.2021 - Current

AVP, Sr. Intermediary Sales Consultant

T. Rowe Price
09.2019 - 04.2021

Intermediary Sales Associate

T. Rowe Price
09.2018 - 09.2019

High-Value Retirement Consultant

T. Rowe Price
07.2014 - 09.2018

Participant Service Center Associate

T. Rowe Price
05.2013 - 07.2014

Bachelor of Science - Business Administration: Finance

Colorado State University

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Amgad Yassa