Overview
Work History
Timeline
Generic

Brandon Boehm

Houston,TX

Overview

36
36
years of professional experience

Work History

PRINCIPAL / SALES CONSULTANT

GBS Benefits
Houston, TX
12.2023 - 12.2025
  • 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

12.1989 - 12.1994
Brandon Boehm