Summary
Overview
Work History
Education
Skills
Timeline
Generic

Randy Addie

Sussex

Summary

Results-driven Retirement Plan professional with 22 years of experience in achieving exceptional individual and team sales outcomes. Proven ability to drive sales and revenue growth through innovative product differentiation and impactful sales presentations. Expertise in consultative sales and cross-selling strategies that enhance client engagement and satisfaction.

Overview

22
22
years of professional experience

Work History

Senior Retirement Plan Advisor, VP

1834 Investment Advisors
Milwaukee
04.2023 - Current
  • Attracted over $150M in assets under advisement since May 2023.
  • Achieved approximately $70M in assets under advisement, exceeding annual revenue target by 35% in 2025.

Division Manager, Retirement Plans Group

Sentry Insurance
Stevens Point
05.2015 - 04.2023
  • Facilitated attainment of greater than 50% annual sales increase by mentoring and leading retirement plan sales professionals.

Retirement Plan Specialist

Sentry Insurance
Stevens Point
07.2012 - 05.2015
  • Facilitated 401(k) cross-sell efforts for team of direct writer insurance sales professionals.
    Surpassed sales target by over 65% during first full year in territory.

Regional Sales Director

Hartford
Sussex
03.2004 - 07.2012
  • Attained Sales Professional of the Year designation and maintained consistent membership in 125% Club recognizing sales professionals exceeding 125% of annual sales target.

Education

Bachelor of Arts - Psychology

Beloit College
Beloit, WI
05-1992

Skills

  • Strong relationship-building skills with a demonstrated ability to earn the trust and confidence of key internal and external COIs, foundational to sales success
  • Extensive experience in the development and delivery of effective sales presentations to corporate decision-makers
  • Extensive ERISA plan expertise, with 22 years of working exclusively in the qualified retirement plan industry

Timeline

Senior Retirement Plan Advisor, VP

1834 Investment Advisors
04.2023 - Current

Division Manager, Retirement Plans Group

Sentry Insurance
05.2015 - 04.2023

Retirement Plan Specialist

Sentry Insurance
07.2012 - 05.2015

Regional Sales Director

Hartford
03.2004 - 07.2012

Bachelor of Arts - Psychology

Beloit College
Randy Addie