Summary
Overview
Work History
Education
Skills
Certification
Page
Timeline
Generic

ERIC SPEECE

Louisville,KY

Summary

A relationship management position with an established financial services firm where my financial services and employee benefits experience can be effectively utilized to help customers succeed and meet company growth and retention targets.

Overview

36
36
years of professional experience
1
1
Certification

Work History

Sr. Regional Director

RetireOne
07.2024 - Current
  • Responsible for marketing and developing new business among RIA's and fee-based financial planners in the Western half of the United States
  • Produce reports to show progress toward quarterly sales goals
  • Supervise team performance by actively engaging in and observing day-to-day activities.

Relationship Manager /Regional Director

RetireOne
08.2020 - Current
  • Responsible for marketing and developing new business among registered investment advisors in the central United States
  • Accomplishments include sales leader in 2021, 2022 and 2023

Client Manager/Customer Success Manager

Benefitfocus
11.2011 - 04.2020
  • Responsible for oversight and delivery of cloud-based benefits administration solutions for direct employer accounts
  • Steer Client benefit plans annual enrollment
  • Communicate new software releases and implement new functionality to make benefits administration easier

Client Services Manager

SHPS
01.2004 - 01.2011
  • Responsibilities include national accounts client relationship management and HR outsourcing solutions to Fortune 500 clients
  • Types of plans serviced include COBRA, FSA, HSA

MetLife Resources Marketing Director

METLIFE RESOURCES
01.2003
  • Responsibilities include marketing, selling, and installing ERISA 403(b), 401(k), and 401(a) defined contribution plan business within the Midwest/southeast region
  • Prospects and clients include healthcare, education, and non-profit organizations
  • Distribution channels include broker/dealers, MetLife sales representatives and Benefits consultants.

MetLife Resources Account Manager

METLIFE RESOURCES
01.1994 - 01.2002
  • National relationship manager for ERISA plans in the 403(b)/401 market with a focus on the healthcare segment
  • Responsible for all aspects of case implementation, education, communication and delivery of administration and record keeping services to plan
  • Two-time winner of Diamond Club Award, an award given for outstanding performance

MetLife Resources Financial Services Representative

METLIFE RESOURCES
01.1991 - 01.1993
  • Prospected, sold, and serviced new individual 403(b) business at the University of North Carolina and UNC Hospitals.

Registered Representative

THE STUART-JAMES, COMPANY, INC.
01.1989 - 01.1990
  • Prospected, built and maintained a book of business with a national brokerage firm

Education

BA - Economics

North Carolina State University
Raleigh, NC

Skills

  • Sales Planning
  • Meetings and presentations
  • Client Relationships
  • Partnership Development

Certification

  • FINRA Series 7
  • FINRA Series 6
  • FINRA Series 63
  • KY Life & Health License
  • Certified Employee Benefits Specialist

Page

2

Timeline

Sr. Regional Director

RetireOne
07.2024 - Current

Relationship Manager /Regional Director

RetireOne
08.2020 - Current

Client Manager/Customer Success Manager

Benefitfocus
11.2011 - 04.2020

Client Services Manager

SHPS
01.2004 - 01.2011

MetLife Resources Marketing Director

METLIFE RESOURCES
01.2003

MetLife Resources Account Manager

METLIFE RESOURCES
01.1994 - 01.2002

MetLife Resources Financial Services Representative

METLIFE RESOURCES
01.1991 - 01.1993

Registered Representative

THE STUART-JAMES, COMPANY, INC.
01.1989 - 01.1990

BA - Economics

North Carolina State University

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