Justine Sobczyk
Parker,CO
Summary
Accomplished Sales Executive with 16 years of experience in providing a high level of customer service while increasing revenues. Strategic with a focus on coordinating with customers and broker partners to accomplish sales goals and promote services while maintaining strong professional relationships. Successful at continually exceeding sales and service objectives. Knowledgeable about industry standards and complex compliance regulations. Focused on providing best-in-class service to clients and brokers.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Assoicate Vice President, National Sales
Clarity Benefit Solutions
06.2022 - Current
- Negotiate and prepare sales contracts for new and existing customers within CA, CO, UT, AZ, and WY territories
- Attended local, regional and national AHU conferences to drive sales within existing and prospective accounts
- Leverage LinkedIn to break into new territories and develop new connections
- Track and report on lead development and sales activities
- Develop and execute sales presentations as well as both internal and external product training workshops
- Develop and maintain strategic relationships with clients and brokers to expand business endeavors
- Manage a daily workload of appointments, warm calls and lead follow-ups
- Maintain up-to-date knowledge of Benefit Administration, Consumer Directed Health Benefits and COBRA
Regional Sales Manager
Benefit Resource, Inc.
06.2020 - 06.2022
- Negotiate and prepare sales contracts for new and existing customers within Southern CA, CO, UT, AZ, WY, NM, and NV territories
- Attended local, regional and national AHU conferences to drive sales within existing and prospective accounts
- Leverage LinkedIn to break into new territories and develop new connections
- Track and report on lead development and sales activities
- Develop and maintain strategic relationships with clients and brokers to expand business endeavors
- Manage a daily workload of appointments, warm calls and lead follow-ups
Regional Sales Director
HealthEquity Inc.
09.2019 - 06.2020
- Negotiate and prepare sales contracts for new and existing customers within CO, WY, NM, and HI territories
- Attended local, regional and national AHU conferences to drive sales within existing and prospective accounts
- Lead HSA Continued Education courses for brokers
- Track and report on lead development and sales activities
- Develop and execute sales presentations as well as both internal and external product training workshops
- Train new sales representatives on sales strategies and processes to reduce process gaps
- Develop and maintain strategic relationships with clients and brokers to expand business endeavors
- Managed daily workload of appointments, warm calls and lead follow-ups
Director, Field Sales
WageWorks
01.2019 - 12.2019
- Led talented sales team of 5 professionals committed to propelling performance within the West region via strategic industry representation
- Exceeded personal sales goals of $1M by 108% through cultivating and securing new customer relationships within the CA territory
- Motivated sales professionals by delivering positive reinforcement and constructive feedback
- Guided sales employees in improving presentations, negotiating skills and broker partnership strategies
- Trained sales team on effective sales techniques, boosting individual and group goal attainment
- Negotiated and prepared sales contracts for new and existing customers
- Tracked and reported on lead development and sales activities
- Developed and maintained strategic relationships with clients and brokers to expand business endeavors
Key Sales Account Executive
WageWorks Inc.
01.2015 - 12.2018
- Negotiated and prepared sales contracts for new and existing customers
- Exceeded sales goals in 2017 by 124%
- Exceeded sales goals in 2016 by 132%
- Exceeded sales in 2015 by 213%
- Attended local, regional and national AHU conferences to drive sales within existing and prospective accounts
- Tracked and reported on lead development and sales activities
- Developed and executed sales presentations as well as both internal and external product training workshops
- Trained new sales representatives on sales strategies and processes to reduce process gaps
- Developed and maintained strategic relationships with clients and brokers to expand business endeavors
- Managed a daily workload of appointments, warm calls and lead follow-ups
- Maintained up-to-date knowledge of Consumer Directed Health Benefits and COBRA
SMB Sales Executive
WageWorks Inc.
03.2012 - 01.2015
- Negotiated and prepared sales contracts for new and existing customers
- Achieved sales goals of $500,000 by cultivating and securing new customer relationships
- Exceeded sales goals in 2014 by 112%
- Exceeded sales goals in 2013 by 108%
- Exceeded sales in 2012 by 103%
- Attended local, regional and national AHU conferences to drive sales within existing and prospective accounts
- Tracked and reported on lead development and sales activities
- Developed and executed sales presentations as well as both internal and external product training workshops
- Developed and maintained strategic relationships with clients and brokers to expand business endeavors
- Managed a daily workload of appointments, warm calls and lead follow-ups
- Maintained up-to-date knowledge of Consumer Directed Health Benefits and COBRA
New Business Specialist
WageWorks Inc.
09.2010 - 03.2012
- Led customer product implementations
- Set up contracts, negotiated rates and service terms
- Delivered a high level of service to clients to both maintain and extend the relationships for future business opportunities
- Expanded customer base by identifying needs, developing solutions and delivering client-centered products
- Supported clients and brokers with industry specific and complex compliance related questions
- Identified and analyzed key competitors and related products
- Provided client and employee training presentations for products
- Supported sales in finalist presentations
- Ensured client and broker compliance with all regulations
New Business Specialist
Planned Benefit Systems Inc.
05.2009 - 09.2010
- Led customer product implementations
- Set up contracts, negotiated rates and service terms
- Delivered a high level of service to clients to both maintain and extend the relationships for future business opportunities
- Expanded customer base by identifying needs, developing solutions and delivering client-centered products
- Supported clients and brokers with industry specific and complex compliance related questions
- Identified and analyzed key competitors and related products
- Provided client and employee training presentations for products
- Supported sales in finalist presentations
- Ensured client and broker compliance with all regulations
Account Manager
Planned Benefit Systems Inc.
03.2007 - 05.2009
- Delivered a high level of service to clients to both maintain and extend the relationships for future business opportunities
- Built strong client relationships by exceeding service expectations
- Addressed and resolved client complaints or issues to ensure satisfaction of service provided
- Identified opportunities to cross or up-sell services and communicated client needs to sales team
- Ensured client compliance with all regulations
Customer Service Representative
Planned Benefit Systems Inc.
09.2006 - 03.2007
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems swiftly
- Investigated and resolved customer inquiries and complaints in a timely and empathetic manner
- Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently
- Learned, referenced and applied product knowledge information
Education
Biology
Metropolitan State University Of Denver
Denver, CO2006
Community College of Aurora
Aurora, CO2002
Skills
- Lead generation
- Territory management
- Sales strategy
- Product knowledge
- Business networking
- Mentoring and coaching
Certification
Certification in Flexible Compensation (CFC)
HSA Expert Certification (HSAe)
COBRA Administration Specialist (CAS)
Timeline
Assoicate Vice President, National Sales
Clarity Benefit Solutions
06.2022 - Current
Regional Sales Manager
Benefit Resource, Inc.
06.2020 - 06.2022
Regional Sales Director
HealthEquity Inc.
09.2019 - 06.2020
Director, Field Sales
WageWorks
01.2019 - 12.2019
Key Sales Account Executive
WageWorks Inc.
01.2015 - 12.2018
SMB Sales Executive
WageWorks Inc.
03.2012 - 01.2015
New Business Specialist
WageWorks Inc.
09.2010 - 03.2012
New Business Specialist
Planned Benefit Systems Inc.
05.2009 - 09.2010
Account Manager
Planned Benefit Systems Inc.
03.2007 - 05.2009
Customer Service Representative
Planned Benefit Systems Inc.
09.2006 - 03.2007
Biology
Metropolitan State University Of Denver
Community College of Aurora