Bob Brede
Clark,NJ
Summary
Dynamic Senior Sales Consultant with expertise in client relationship management, sales strategy development, and negotiation techniques. Proven track record of exceeding production targets and high persistency levels.
Overview
26
26
years of professional experience
2
2
Certifications
Work History
Senior Sales Consultant
Reliance Matrix
King of Prussia, Pennsylvania
05.2021 - Current
- Foster broker partnerships within New Jersey market to enhance business reach.
- Manage all RFPs for both new prospects and existing customer renewals.
- Exceed line count, overall production, and Voluntary Benefit production targets consistently.
Large Market Executive Sales Consultant
Guardian
New York, NY
03.2019 - 04.2021
- Developed client and broker relationships to drive new business in Group Dental, Vision, Life, Disability, and Voluntary Benefits.
- Drove profitable growth through strategic customer renewal negotiations and cross-sales of Guardian products.
- Collaborated with Key Account Manager and Account Service Manager to deliver exceptional service to existing customers.
Principal
Mercer
Morristown, NJ
04.2015 - 03.2019
- Served as trusted advisor for major Life, Absence, and Disability clients at Mercer.
- Negotiated customer renewals with vendors and managed necessary RFP processes.
- Facilitated annual strategies for Life, Absence, and Disability programs for customers.
- Drove sales initiatives to enhance growth and revenue for new and existing clients.
- Supervised team of LAD Analysts and Associates across East Coast.
National Account Executive
Prudential Financial
Roseland, New Jersey
11.2009 - 04.2015
- Served National Account clients (Middle Market prior to 2015), achieving high levels of client satisfaction.
- Negotiated renewals based on rates provided by Underwriting.
- Cross-sold products to expand business with existing customers and ensure profitability.
- Participated in finalist presentations to facilitate new sales closures.
Underwriting & Actuarial
Prudential Financial
Livingston, New Jersey
05.2000 - 11.2009
- Executed underwriting responsibilities across small, mid, and large markets from 2003 to 2009.
- Collaborated with actuarial team on Life Pricing and Life Reserving from 2000 to 2003.
Education
Bachelor Of Arts (BA) - Mathematics And Statistics
The College of New Jersey
Ewing, NJ05-1999
Skills
- Client relationship management
- Sales strategy development
- Negotiation techniques
- Market analysis
- Insurance industry knowledge
- Expertise in Excel
Certification
Licensed in Life and Health
Timeline
Senior Sales Consultant
Reliance Matrix
05.2021 - Current
Large Market Executive Sales Consultant
Guardian
03.2019 - 04.2021
Principal
Mercer
04.2015 - 03.2019
National Account Executive
Prudential Financial
11.2009 - 04.2015
Underwriting & Actuarial
Prudential Financial
05.2000 - 11.2009
Bachelor Of Arts (BA) - Mathematics And Statistics
The College of New Jersey