Lisa Fuss
Carnegie,PA
Summary
Experienced and results-driven health benefits and life insurance broker with over 15 years in B2B and B2C sales. Demonstrated success in driving revenue growth through strategic client acquisition and retention, cultivating strong client relationships, fostering trust, and delivering exceptional customer service.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Benefits Consultant
Aflac
Pittsburgh, PA
02.2023 - Current
- Demonstrated expertise in selling tailored health benefit solutions for small to mid-size businesses and collaborating with brokerages to improve client satisfaction and retention.
- Successfully attained exceptional sales performance by selling $80,000 of premium individual revenue within two weeks as part of targeted sales initiatives within New Jersey & Kentucky.
- Assisted in the development of new benefit programs to meet organizational objectives.
Life/ Health Insurance Sales Broker
Equis Financial
Pittsburgh, PA
08.2018 - 02.2024
- Nurtured client relationships to become a reliable consultant, providing expertise in life insurance and health benefit services to both B2C and B2B sectors.
- Played a crucial part in overseeing brokers within the Pittsburgh region, driving their development through training programs and proficient management.
- Assisted customers in making informed decisions about their insurance needs & finances.
Account Executive
iSolved
Pittsburgh, PA
02.2022 - 02.2023
- Led strategic B2B engagements to sell Human Capitol Management (HCM) software and drive targeted business development efforts, specifically targeting companies with 51-500 employees.
- Established strategic alliances with health and benefit brokers and financial advisors to maximize market penetration through their client networks expanding brand awareness.
Major Accounts District Manager
ADP
Moon Township, PA
10.2019 - 02.2022
- Achieved success in a strategic hunting position, effectively driving revenue through the establishment of new and profitable B2B partnerships.
- Managed and cultivated relationships within assigned franchise groups, optimizing territory potential and fostering beneficial partnerships.
- Demonstrated strong collaborative skills in cross-functional selling, fostering successful partnerships with all team members.
Life/Health/Finance Insurance Sales Manager & Broker
Innovative Financial Group
Pittsburgh, PA
11.2015 - 08.2018
- Recruited and collaborated with a partner to drive team expansion and achieve collective success, by strategically leading and mentoring 20 brokers.
- Formulated and executed comprehensive marketing and sales strategies to propel company growth, leveraging market insights and innovative approaches to drive revenue generation B2C & B2B, with a 500% increase in business sold in the Pittsburgh region.
- Monitored and evaluated individual team members, providing constructive feedback, sharing my experience and training them on product knowledge and helping them come up with individual business plans and goals.
Education
Bachelor of Marketing & Communications -
Robert Morris University
Skills
- Sales technique development
- Sales strategy development
- Prospecting and Networking
- Excellent Communication
- Relationship Building
- Account Management
- CRM Software
- Business Development
- Sales expertise
- Managing client relationships
- Interpersonal Skills
Certification
Life and Fixed Annuities, Accident and Health license since 2010
Accomplishments
- Aflac-Ranked among top performers hitting every target bonus.
- iSolved- Received a New Hire Bonus because of performance.
- ADP-140%, 178%, & 189% of quota in FY'20, FY'21, & FY'22.
- ADP- First out of 40 reps to hit diamond tier with Health Benefit and Workers Comp sales.
- ADP- FY’22 Super Starts qualifier.
- Equis Financial-Qualified and won a trip with Foresters Financial.
- Innovative Financial Group- Qualified for trips 2 years in a row with Royal Neighbors of America.
Timeline
Benefits Consultant
Aflac
02.2023 - Current
Account Executive
iSolved
02.2022 - 02.2023
Major Accounts District Manager
ADP
10.2019 - 02.2022
Life/ Health Insurance Sales Broker
Equis Financial
08.2018 - 02.2024
Life/Health/Finance Insurance Sales Manager & Broker
Innovative Financial Group
11.2015 - 08.2018
Bachelor of Marketing & Communications -
Robert Morris University