Matthew McNary
Jacksonville
Summary
Dynamic Employee Benefits Consultant with a proven track record at USI Insurance Services LLC, consistently exceeding sales targets. Expert in developing tailored proposals and fostering client relationships, leveraging strong presentation skills and critical thinking to drive innovative benefits solutions. Adept at navigating regulatory compliance and enhancing employee engagement through strategic outreach.
Overview
6
6
years of professional experience
Work History
Employee Benefits Consultant
USI Insurance Services LLC
12.2024 - Current
- Consistently achieved annual new business sales targets of $80K+ within the small group benefits segment.
- Developed and maintained a robust pipeline of qualified prospects through strategic outreach and cross-sell referrals.
- Leveraged internal resources and market data to craft customized messaging and solutions for prospective clients.
- Articulated USI’s unique value proposition and competitive advantages to decision-makers.
- Created and executed comprehensive sales plans, overcoming client-specific challenges to close deals.
- Strengthened client relationships through proactive engagement and cross-selling opportunities.
- Applied deep market knowledge and technical expertise to deliver innovative benefits strategies.
- Utilized CRM and sales automation tools to track activity, forecast revenue, and support sales operations.
- Participated in ongoing professional development through USI’s training programs and industry events.
- Represented the company at networking events, trade shows, and community engagements.
- Collaborated with account management and regional teams to ensure seamless client onboarding and retention.
HCM Executive
Paylocity
06.2023 - 11.2024
- Ability to generate net-new business opportunities, leveraging the company’s expertise, industry profile, and knowledge of the industry
- Schedule and present Paylocity services with prospective clients
- Prepare and present proposals and provide appropriate follow-up throughout the sales process.
- Organize, complete and obtain documentation required for clients to move to Paylocity system
- Work directly with internal departments to ensure smooth transition for client
- Using initiative, develop prospects through telemarketing, referrals, professional and personal contacts and other sources
- Build and maintain relationships within the Broker channel as well as other referral sources
- Maintain contact with existing customers to determine needs for additional services
- Attend trade shows, conferences and other events to promote Paylocity services
- Meet or exceed quarterly and annual sales quota for your territory
Strategic Enterprise Sales Representative
Alliance HCM
05.2021 - 04.2023
- Strategic Sales Execution:
Developed and implemented targeted sales strategies to promote payroll and HR technology solutions to businesses within the Quick Service Restaurant (QSR) sector, focusing on scalable growth and long-term client partnerships. - Industry Networking & Partnerships:
Cultivated relationships with key centers of influence, including technology partners and industry stakeholders, to enhance market visibility and generate qualified leads. - Business Development:
Proactively identified and pursued new business opportunities through cold outreach, referrals, and industry engagement, consistently maintaining a high level of prospecting activity. - Proposal Development & Deal Closure:
Created customized proposals tailored to client needs and industry standards. Managed the full sales cycle from initial contact to contract execution, ensuring reliable forecasting and pipeline accuracy. - Market Intelligence & Industry Expertise:
Maintained up-to-date knowledge of QSR industry trends, regulatory changes, and best practices to position AllianceHCM as a trusted advisor and thought leader. - Client Relationship Management:
Built and nurtured relationships with key decision-makers, including franchise owners and operations executives, to understand business challenges and deliver impactful solutions. - Brand Representation:
Represented AllianceHCM at trade shows, conferences, and networking events, promoting the brand and expanding its footprint within the QSR community. - Sales Activity Management:
Consistently scheduled and conducted a minimum of four First Time Appointments (FTAs) per week, driving pipeline growth and maintaining momentum in sales activity.
District Sales Manager
Paychex
08.2019 - 05.2021
- Manages the achievement of corporate objectives by individual product lines within the area of district responsibility and within budgeted financial guidelines.
- Recruits, selects, and directs sales staff to meet or exceed corporate goals. Monitors attainment versus forecast and takes corrective action when necessary.
- Identifies potential management candidates and brings them to the attention of the Zone Manager.
- Manages line-by-line items of corporate assigned budgets.
- Projects a positive image in representing the corporation to clients and the community.
- Works with branch managers to develop mutual objectives and problem-solving issues using partnership principles.
- Ensures accuracy of weekly activity reports and audits commission and expense reports.
- Initiates, participates in and supervises ongoing training of assigned sales representatives in technical knowledge, competitive knowledge, and sales skills knowledge.
Education
Bachelor of Science - Communications
University of Phoenix
Online05-2013
Skills
- Sales expertise
- Advising employers
- Developing referrals
- Developing proposals
- Regulatory compliance
- Benefits administration
- Employee engagement
- Employee relations
- Team collaboration
- Professional demeanor
- Presentation skills
- Critical thinking
Timeline
Employee Benefits Consultant
USI Insurance Services LLC
12.2024 - Current
HCM Executive
Paylocity
06.2023 - 11.2024
Strategic Enterprise Sales Representative
Alliance HCM
05.2021 - 04.2023
District Sales Manager
Paychex
08.2019 - 05.2021
Bachelor of Science - Communications
University of Phoenix
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