JOSEPH WASZ
Bloomingdale,IL
Summary
Results-driven executive with extensive experience in business development, strategic leadership and operational excellence. Proven track record in driving growth, optimizing processes, and fostering team collaboration. Exceptional skills in human capital management, employee benefits and client retention. Adaptable and reliable, consistently exceeding revenue goals and expectations.
Overview
8
8
years of professional experience
Work History
Vice President, Employee Benefits
USI Insurance Services
02.2024 - Current
- Calendar Year 2024 Performance - $140,000 in new business -Goal of $100,000
- Calendar Year 2025 - $80,000 in new business - Goal of $200,000
- Current book value $275,000
- Increased mid-market (50-2,000 employees) client base by identifying and pursuing new business opportunities.
- Consistently exceed monthly KPIs in frontline activity (new business meetings, conversions, close rates and network expansion)
- Drive strategic sales efforts and cross-functional collaboration to deliver tailored benefit solutions.
- Cultivated strong relationships with key stakeholders, including customers, vendors, and community leaders to promote collaboration and long-term success.
- Negotiated benefit consulting contracts that maximized profitability.
Business Development Executive
OneDigital
04.2022 - 02.2024
- Calendar year 2023 performance -$153,000 -Target revenue $100,000
- Collaborated with cross-functional teams to identify opportunities for product improvement, driving innovation in the company's offerings.
- Built and managed high-conversion pipelines; engaged senior stakeholders (CFOs, HR Directors).
- Earned Life and Health Insurance License.
- Provided exceptional customer service by promptly addressing client concerns and resolving issues as they arose.
District Manager
ADP – TotalSource Division
07.2018 - 03.2022
- Fiscal year 2020 performance - 162% of plan
- Fiscal year 2021 performance - 141% of plan
- Outperformed quotas: delivering $850K+ in total revenue.
- Consulted SMB clients on HR, compliance, and tech-driven HCM solutions.
- Fostered long-term client relationships with a data-informed consultative approach.
Sales Consultant
TriNet
04.2017 - 07.2018
- Achieved 115% of annual quota mid-fiscal year through consultative HR sales.
- Graduated top of TriNet’s sales training cohort (98% score).
- Promoted proactive people strategy and increased client satisfaction.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Conducted comprehensive product demonstrations for clients, resulting in increased understanding of features and benefits.
Education
Master of Science - Finance
Georgetown University
Washington, D.C.05.2023
Bachelor of Arts - Communication
University of Illinois At Urbana-Champaign
Champaign, IL05.2014
Skills
- Strategic Sales & Negotiation
- Stakeholder Engagement & Client Consulting
- Human Capital Management & Benefits Strategy
- Financial Modeling (MS Finance)
- Life and Health Insurance License
- Team leadership
Project Highlight
Georgetown Global Consulting Project (Madrid): Led a strategic technology study for a Spanish technology firm, analyzing banking/insurance trends in Europe and Latin America. Identified actionable growth opportunities, leading to selection of 'Most Impactful Presentation.'
Timeline
Vice President, Employee Benefits
USI Insurance Services
02.2024 - Current
Business Development Executive
OneDigital
04.2022 - 02.2024
District Manager
ADP – TotalSource Division
07.2018 - 03.2022
Sales Consultant
TriNet
04.2017 - 07.2018
Master of Science - Finance
Georgetown University
Bachelor of Arts - Communication
University of Illinois At Urbana-Champaign
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