Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Personal Interests
Generic

PAUL WIERZBA, CEBS

Franklin,WI

Summary

  • Talented employee benefits sales professional.
  • I currently hold active Wisconsin Life Health & Annuity insurance licenses. (I am not currently appointed with any company.) I passed every licensing exam and continuing education exam on the first try.
  • Self motivated individual and over my career I consistently achieved 100% or better of my sales goals.
  • I retired three years ago and I have decided that I am to young to be retired and I am looking for a remote sales job.

Overview

31
31
years of professional experience

Work History

Group Account Representative/Field Vice President

Mutual of America
12.1993 - 12.2022
  • I sold and maintained a large number of 401(k) and 403(b) retirement plans in Mutual of America's Milwaukee Field Office. Plans ranged from $1M to $50M in assets. Participant counts ranged from 25 to 1500.
  • Worked in collaboration with team members, internal departments and clients to design, implement these plans and achieve desired enrollment levels.
  • During my career with Mutual of America our Milwaukee team achieved a 97% client retention ratio.
  • Traveled in the Upper Midwest working directly with plan sponsors and their participants to explain the details of the plans and increase plan participation rates. Meetings were in person or using Zoom, Teams or WebEx based on the specific requests of each client.

Area Manager

Benefit Consultant Securities
01.1992 - 12.1993
  • I was the Area Manager for the State of Wisconsin 457(b) Deferred Compensation Plan for the Southeastern region.
  • I met regularly with plan participants to answer questions and enroll new participants.
  • Most of the meetings were at State of Wisconsin offices such as DNR, DMV, Probation & Parole, Prisons, State Patrol and Courts.
  • I met with 200+ participants each month.

Education

BBA - Finance & Marketing

University of Wisconsin - Milwaukee
Milwaukee, WI
01.1982

Skills

  • Ability to explain complicated employee benefit plans so they are easily understood
  • Comfortable presenting one on one or in group meetings by phone, in person or using Zoom, Teams or WebEx
  • History of dramatically increasing participation rates in employee benefit plans by getting individuals to take immediate action
  • Collaborative in my approach and style with coworkers
  • I truly care about my clients and I believe that nice matters

Additional Information

  • Passed every license and continuing education test on the first try.
  • The last time I took a sick day was 2018

Timeline

Group Account Representative/Field Vice President

Mutual of America
12.1993 - 12.2022

Area Manager

Benefit Consultant Securities
01.1992 - 12.1993

BBA - Finance & Marketing

University of Wisconsin - Milwaukee

Personal Interests

Volunteering, Golf, Travel and Cooking

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