Owned the full sales cycle from Prospecting and lead qualification through discovery, solution design, proposal delivery, negotiations, and close.
Conducted in-depth needs assessments with CFOs, HR Leaders, and executive stakeholders to identify cost, risk, and performance challenges and design tailored solutions.
Built and delivered executive-level presentations that translated complex financial and operational concepts into clear business outcomes and ROI.
Developed financial and cost models to quantify proposed solution impact, improving close rates and shortening sales cycle.
Negotiated multi-party agreements with vendors and partners to secure competitive pricing and terms while maintaining target margins and client satisfaction.
PRESIDENT / FOUNDER - Sales Director
Americanized Benefit Consultants
Houston, TX
01.2005 - 11.2023
Founded and grew an independent consultancy focused on B2B sales, account growth, and strategic advisory for employer clients.
Built a book of recurring B2B revenue from the ground up through targeted outreach, referrals, networking and consistent follow up.
Led consultative sales engagements with business owners, finance executives, and HR leaders to design customized solutions addressing cost control, risk management, and employee engagement.
Managed complex RFP and proposal processes: requirements gathering, solution positioning, pricing strategy, and finalist presentations.
Negotiated pricing terms, and service levels with multiple vendors and partners to create competitive, value-driven offerings.
Achieved high client retention through proactive relationship management, regular performance reviews, and continuous recommendations for improvement and optimization.
Identified and closed cross-sell and upsell opportunities by analyzing client performance data and uncovering unmet needs.
Sold and implemented benefit programs that met compliance requirements while emphasizing value, cost containment, and employee satisfaction.
Consistently retained key accounts through proactive communication, renewal strategy, and ongoing consultative reviews with client leadership.
Presented plan performance, cost trends, and strategic recommendations in client review meetings, identifying upsell and cross-sell opportunities.
INSURANCE CONSULTANT (B2B Sales & Advisory)
Chapman Schewe
Houston, TX
01.2000 - 12.2004
Sales consultant supporting acquisition and retention of mid-market and large employer clients.
Supported and led portions of the sales cycle for new and renewal business, including discovery, solution development, presentations and negotiations.
Participated in finalist and stakeholder presentations to articulate value, differentiate offerings, and influence buying decisions.
Conducted market and competitive analysis to strengthen proposals and improve upon win rates.
Client-facing role focused on retention, upsell, and delivering a high-touch experience for a portfolio of employer clients
01.1995 - 12.1999
Managed day-to-day relationships with key business accounts, ensuring high satisfaction and renewal stability.
Identified opportunities to optimize cost and performance using utilization and claims data, leading to additional product and service sales.
Coordinated communication strategies and change management efforts to support adoption of new or updated solutions.
Partnered with sales leadership to prepare and execute renewal strategies and expansion initiatives.
Early-career consultative sales role supporting brokers and employers on risk and cost management solutions
12.1989 - 12.1994
Advised partners and clients on financial risk strategies and contract structures, aligning solutions with their risk appetite and budget.
Collaborated with underwriting and internal stakeholders to structure competitive proposals that supported sales objectives.
Educated clients and prospects on financial and risk implications of contract terms, improving decision quality and trust.
Timeline
PRINCIPAL / SALES CONSULTANT
GBS Benefits
12.2023 - 12.2025
PRESIDENT / FOUNDER - Sales Director
Americanized Benefit Consultants
01.2005 - 11.2023
INSURANCE CONSULTANT (B2B Sales & Advisory)
Chapman Schewe
01.2000 - 12.2004
Client-facing role focused on retention, upsell, and delivering a high-touch experience for a portfolio of employer clients
01.1995 - 12.1999
Early-career consultative sales role supporting brokers and employers on risk and cost management solutions