Nicholas Simeus
Chandler,AZ
Summary
Results-oriented sales professional with over four years of experience in the insurance and financial services sectors, specializing in data analysis, portfolio management, and client relationship management. Expertise in analyzing complex data sets to identify trends, streamline processes, and provide actionable insights that drive strategic business decisions. Proficient in utilizing tools such as Tableau, Power BI, Salesforce, and HubSpot to transform business requirements into effective data-driven solutions. Committed to enhancing client satisfaction and achieving organizational goals through analytical rigor and a proactive approach.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Customer Success Manager
Fiduciary Decisions
08.2024 - Current
- Support financial and retirement-industry clients by providing consultative guidance and training on analytics dashboards and reporting tools
- Assist, coordinate, and train new team members and implement company policies and procedures
- Developed standardized benchmarking dashboards and reports, comparing retirement plan performance variables (fees, investment offerings, participation) to enhance advisor strategy
- Coordinated with internal analysts and data teams to troubleshoot issues and ensure accuracy of client-facing reporting
- Produce customized reports to assist Advisors evaluate fees, investment efficiency, participant behavior, and overall plan competitiveness
- Prepare utilization reports validating client-reported numbers while illustrating the value and reach of benchmarking data
- Assist with onboarding and contract renewal conversations
Regional Sales Consultant
PCS RETIREMENT
04.2024 - 07.2025
- Conduct virtual meetings with Plan Sponsor/Financial Advisors to achieve assigned goals and metrics, using consultative expertise to improve retirement outcomes
- Execute sales generating activities such as outbound prospecting, pipeline/proposal management, and closing group and corporate Retirement Plans varying in plan size in the southwest region
- Assist with daily administration of Retirement Plans including reviewing investment line up, custodial setup through Charles Schwab and Fidelity
- Facilitate Demos of the PCS Retirements platform for Plan Sponsors
- 75 weekly proactive service calls to financial advisors regarding building their book of business through Group Retirement Plans
- Input employee payroll/census information for new retirement plans that are implemented
- Prepare proposals and fee schedules as needed for Plan Sponsors and Financial Advisors
Insurance Broker
Credible
06.2021 - 04.2024
- Maintained a 20% quote-to-bind ratio, averaging 40–55 new policies written per month
- Review existing policies to ensure their accuracy and adequacy of coverage
- Provide tailored insurance solutions to meet individuals unique needs
- Managed 10 –30 outbound calls per day and 20–30 inquiries
- Review existing policies to ensure their accuracy and adequacy of coverage.
- Process policy changes and endorsements including quoting new rates and coverage adjustments
Account Manager
Credible
03.2016 - 06.2021
- Managed a portfolio of personal lines clients, including homeowners, auto, umbrella, and ancillary policies, ensuring comprehensive coverage and high client retention
- Conducted coverage reviews to identify gaps and exposures; proactively cross-sold additional products through a consultative approach.
- Sell a variety of personal line insurance products via telephone and email
- Develop ongoing networking relationships with referral partners to generate new business
- Sold an average of 40–50 personal lines policies per month (auto, home, renters) through telephone, email, and inbound/outbound lead channel
- Presents and explains insurance policy options based upon prospective client needs and their personal goals
- Provide customers with guidance on coverage eligibilities and limitations
Financial Advisor Support
VANGUARD GROUP
12.2015 - 03.2016
- Support internal teams on financial transaction, account maintenance, new accounts, transfers, and other activities
- Conduct proactive outreach through inbound and outbound calls to ensure advisor satisfaction
- Guide new advisors through onboarding, account setup, and operational procedures
- Handle inquiries on account transitions, platform navigation, and product offerings with confidence
- Serve as the primary point of contact for financial advisors—answering questions, resolving concerns, and streamlining their experience
- Pull account statements, tax documents, ownership/beneficiary change paperwork, etc.
Retirement Plan Representative
VANGUARD GROUP
08.2014 - 11.2015
- Educate customers on Vanguard’s competitive advantage and identify additional products they would benefit from
- Onboard/Enroll new clients which includes the collection of required documentation and client information
- Recommends relevant financial products and services based on the client's risk profile and objectives
- Instruct 401(K) plan participants on loan and distribution guidelines and requirements
- Responded to participant inquiries pertaining to certain legal, regulatory, and tax-related issues through verbal and written communication
- Monitor clients' accounts and make adjustments to portfolios as needed based on market conditions and clients' changing needs
Education
Bachelor of Arts - Political Science
UNIVERSITY OF ARIZONA
Associates Degree - undefined
PIMA COMMUNITY COLLEGE
Skills
- CRM & Data Management (Salesforce, HubSpot)
- Dashboard & Visualization (Tableau, Power BI)
- Compliance & Regulatory Awareness
- Cross-Functional Collaboration
- Performance tracking
- KPI Tracking & Reporting
- Managed and maintained client and sales data in Salesforce
- Utilized HubSpot for customer engagement and marketing automation initiatives
- Benchmark report generation
- Customer account management
Certification
HubSpot Sales Certification
Sandler Sales Certification
Timeline
Customer Success Manager
Fiduciary Decisions
08.2024 - Current
Regional Sales Consultant
PCS RETIREMENT
04.2024 - 07.2025
Insurance Broker
Credible
06.2021 - 04.2024
Account Manager
Credible
03.2016 - 06.2021
Financial Advisor Support
VANGUARD GROUP
12.2015 - 03.2016
Retirement Plan Representative
VANGUARD GROUP
08.2014 - 11.2015
Associates Degree - undefined
PIMA COMMUNITY COLLEGE
Bachelor of Arts - Political Science
UNIVERSITY OF ARIZONA