Accomplished senior leader with a proven track record of driving strategic initiatives and delivering impactful sales results. Skilled in strategic planning, revenue generation, and nurturing partner relationships with a customer-centric focus. Recognized for fostering team collaboration and consistently achieving results. Highly regarded for reliability, adaptability, and a results-oriented approach.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Senior Vice President-Strategic Partnerships
PlanSource
06.2022 - Current
Developed short and long-term sales strategies to gain market share, uncover new opportunities and increase revenue across 80 ecosystem partners
Developed tailored solutions for partners, to strengthen mutual go to market strategies
Collaborated with the executive leadership team to implement continuous improvements and execute a
Aligned company goals with partner expectations to create a mutually beneficial program for all key stakeholders
Engaged heavily in product training, demonstrations, consumer awareness and branding initiatives to raise program awareness and revenue
Led a cross-functional team for successful implementation of strategic initiatives, resulting in $30M of revenue and managed premiums of $2.6B
Contributed to business expansion initiatives by identifying new partnership integrations and establishing long-term strategic goals
Secured and grew strategic partnerships within the healthcare ecosystem, expanding company''s reach and enhancing brand reputation within the industry
Senior Vice President of Sales
Benefit Harbor
06.2021 - 06.2022
Executed strategic business plans in partnership with insurance brokers and other benefits professionals, with a focus on new revenue
Expert in value story delivery, industry trends, and delivery to both partners and employer groups
Streamlined the sales process for greater efficiency, leading to increased profitability and clearer outcomes
Conducted competitive intelligence and maintained knowledge management system to enhance the go to market approach
Hired, trained, and develop new sales talent to effectively engage brokers, partners and their clients
Work cross-functionally with marketing & channel leaders to improve top of funnel conversion and increase close ratios and channel partner success
Delivered consistent year-over-year revenue growth of $1.5M through strategic planning and execution of innovative tactics
Spearheaded the successful entry into new markets by conducting thorough market research, identifying key opportunities, and developing tailored go-to-market strategies
Negotiated strategic partnerships with key industry players, expanding the company''s market reach and competitive advantage
Prepared and executed sales presentations for customers showing success and credibility of products and services
Vice President Carrier Solutions
Benefit Harbor
01.2020 - 06.2021
Developed a strategic plan, setting clear objectives and achievable milestones for the carrier integration program
Started and grew carrier integration program from one to six strategic carrier partnerships
Cultivated strong relationships with key stakeholders, including customers, carriers and brokers to promote collaboration and long-term success
Built relationships with potential strategic partners, developed and communicated plans for mutually beneficial business opportunities
Managed technical demonstrations and value delivery for carrier prospects that addressed their unique business objectives
Represent Benefit Harbor at partnership events to help build awareness and understanding of the Benefit Harbor value proposition
Collaborated with senior management to develop strategic initiatives and long term goals
Developed new revenue streams by identifying growth opportunities and forging strategic partnerships with key industry players
Established a culture of continuous improvement, fostering innovation and driving sustainable growth across the organization
Negotiated mutually beneficial contracts with five carriers to increase revenue and drive long term growth
Senior Sales Executive
Benefit Harbor
01.2017 - 01.2020
Developed customized proposals that addressed specific client needs, ultimately securing their commitment and loyalty
Continuously expanded technical knowledge base through ongoing professional development opportunities and active participation within industry forums and events
Collaborated closely with product management teams to identify essential features for product development that supported growth goals of the company
Analyzed sales data regularly to monitor progress towards goals and make necessary adjustments to strategy as needed
Negotiated contract terms with clients, securing favorable conditions for both parties while maximizing profitability.
Expanded market share with strategic territory planning and targeted prospecting
Shaped sales approaches to individual clients, facilitating relationships with customers and driving revenue to over $2M
Specialty Market Account Executive
MetLife Insurance Company
09.2015 - 01.2017
Accountable for group sales through Professional Employer Organizations (PEO’s), Multiple Employer Plans (MEP’s), Associations and other strategic partnerships in the Southern region
Actively participated in industry events such as NAPEO Leadership Council and NAHU meetings to gain intimate knowledge of the market, effectively network and identify key local partnerships
Work closely with select local and national General Agencies (GA’s) and Third Party Administrators (TPA’s) to create strategies and tactical activities that drive growth
Partner with key internal and external stakeholders to cultivate an $18M block of GA, TPA and alternate distribution business
Educate Regional Account Executives and assist with communicating MetLife’s value proposition and capabilities in market
Local and Regional Market Account Executive
MetLife Insurance Company
06.2007 - 09.2015
Responsible for driving cross sale results through strategic holistic account planning with current customers and brokers
Dedicated to driving new business growth through direct and alternate distribution channels by cultivating strong relationships in market and becoming a trusted advisor
Established long-lasting partnerships with key industry influencers, generating increased brand awareness and credibility
Developed new business opportunities for company growth through effective networking and client presentations
Sold new products and services and developed new accounts to maximize revenue potential
Actively participated in industry events as a representative of the company, expanding professional network connections for potential lead generation
One of top 3 Boston sales rep honors in 2010 & 2013
Local Market Account Executive
MetLife Insurance Company
08.2008 - 07.2014
Accountable for the end-to-end sales process, persistency, revenue and earnings growth on an $11M block of business
Analyzed data to evaluate partnerships and their performance to hold internal and external parties accountable for revenue goal
Cultivated a $5M block of business through a strong relationship with a regional Third Party Administrator
Assembled marketplace analysis and competitive data to effectively communicate a strong value proposition that resonated locally
Navigated through vast internal resources to efficiently resolve escalations with sales, underwriting and service
Boston Team 2 top producer in 2013 with $3 million in sales
Small Market Sales Associate
MetLife Insurance Company
06.2007 - 08.2008
Actively participated and completed MetLife's Employee Benefits Sales Trainee Program
Partnered with senior sales representatives who served as formal mentors in professional growth
Provided account management, sales and service support for local Sales Representatives
Consolidated office data to track and report progress on key local, regional and national strategic initiatives
Proactively compiled competitor profiles by region for use to successfully execute sales strategies in market
Took lead in organizing and deploying enrollment support for the local and regional teams
Increased broker quote activity 78% year over year