Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

RICK NILES

Employee Benefits Leader / Brokerage / Consultant / Sales
Dallas / Ft. Worth,TX

Summary

Sales Leader with 20+ years of experience providing a high level of customer satisfaction with a continued track record of exceeding revenue goals, as a sales team leader and individual contributor.


Successful at leveraging sales technologies, CRM software, sales intelligence data and marketing enablement tools to identify, analyze and act upon leads, opportunities and build healthy sales funnels. Personable communicator focused on solutions and exceeding client expectations.


Overview

30
30
years of professional experience
37
37
years of post-secondary education

Work History

Managing Partner & Managing Director Texas

U.S. Retirement & Benefit Partners
DFW, TX
03.2019 - Current
  • Accountable for $4.2 million P&L and 17 employee staff.
  • On track to grow revenue 66% in a 2-year period.

Principal

Employer Services Consulting
DFW, TX
05.2018 - 02.2019
  • Specializing in the strategy of Employee Benefits Optimization.
  • Solutions in Prevention, Wellness, Employee Financial Liabilities.

Enterprise Sales & Accounts Director

RainKing / DiscoverOrg Sales Intelligence
DFW, TX
02.2017 - 04.2018
  • New Business Sales, Existing Business Growth & Retention in Sales Data & Intelligence SaaS Platform Revenue Generation

Principal

Employer Services Consulting
DFW, TX
09.2015 - 02.2017
  • Specializing in the strategy of Employee Benefits Optimization
  • Solutions in Prevention, Wellness, Employee Financial Liabilities

Director Western US - Partnerships & Channel Sales

ADP, GES Employee Benefits Division
DFW, TX
06.2013 - 09.2015
  • Created revenue within nearly 20 P&Ls through solution-based consultation with the largest H&W Consultants & their National Account segment clientele
  • Owned most national consulting firm relationships for ADP

Senior Health & Welfare Consultant

MARSH/WORTHAM INSURANCE & RISK MANAGEMENT
DFW, TX
01.2011 - 01.2013
  • Broker / Consultant for Niche Education Markets and Corporate Accounts

Regional Practice & Sales Leader - TX, OK & LA

CIGNA
Dallas, TX
08.2002 - 10.2010
  • Managed a sales team that sold over $100 million in revenue in 7 years managed a P&L close to $200 million. Averaged 120% of Goal throughout tenure.

Sr. Sales Executive

CIGNA
Southern California, CA
01.2001 - 01.2003

Group Sales Executive Positions

HomeLife / UHC / Aetna
, TX
03.1992 - 01.2001

Education

Political Science

University of LaVerne
California
09.1986 - 12.1991

Insurance, Sales Leadership, HR & P&L Mgmt.

CIGNA Leadership & Management Succession Program
Philadelphia, PA
09.2002 - 03.2004

General Lines - Life, Accident & Health

Texas Department of Insurance
Texas
03.1992 - 10.2022

Skills

Highly Proficient in Employee Benefits - Medical, Core Ancillary and Worksite Plan/Program Architecture, Underwriting, Advocacy, PBM, Stop Loss, Enrollment Strategies, Benefit Administration Platforms

undefined

Accomplishments

  • USRBP - My 2021 individual sales $1.165 million and 2022 $142,000 to date. 2022 sales tracking to equal or exceed 2021 sales with a 4Q 2022 Pipeline of $15 million.
  • USRBP - My 2021 P&L's Sales $1.34 million & 2022 $418,000 YTD.
  • ADP - Increased number of Sales Distribution Alliances over 1,000% & Initiated a path of Channel Distribution in over 2,000 Prospects.
  • ADP - Created Analytic Scoring Strategy, improving close/ratios
  • CIGNA - Ranked #1 Regional Sales Leader in company 3 of 7 years and as a Sales Executive always ranked in top 5 of 125 peers.
  • CIGNA - Led 3 Enterprise Sales Pilot Programs: Cross-sales expansion: 185% of goal | Size segment expansion: 250% of goal | New product expansion: 110% goal.
  • CIGNA - As an S.E., Developed a NEW integrated CIGNA product, brought it to market and it became CIGNA's #1 marketing strategy and the #1 new revenue acquisition product.
  • Aetna - Nearly 200% of production goals & produced a total of 80% of the regional office’s production with 8 Sales Executives in office.
  • UHC - Averaged 116% of goals
  • HomeLife - Ranked in top 5 in Company for Small Group Sales
  • Training Course Work – Miller Heiman, 5 Alive, SWOT, Covey, Integrity Solutions, CEBS & HIA

Timeline

Managing Partner & Managing Director Texas

U.S. Retirement & Benefit Partners
03.2019 - Current

Principal

Employer Services Consulting
05.2018 - 02.2019

Enterprise Sales & Accounts Director

RainKing / DiscoverOrg Sales Intelligence
02.2017 - 04.2018

Principal

Employer Services Consulting
09.2015 - 02.2017

Director Western US - Partnerships & Channel Sales

ADP, GES Employee Benefits Division
06.2013 - 09.2015

Senior Health & Welfare Consultant

MARSH/WORTHAM INSURANCE & RISK MANAGEMENT
01.2011 - 01.2013

Insurance, Sales Leadership, HR & P&L Mgmt.

CIGNA Leadership & Management Succession Program
09.2002 - 03.2004

Regional Practice & Sales Leader - TX, OK & LA

CIGNA
08.2002 - 10.2010

Sr. Sales Executive

CIGNA
01.2001 - 01.2003

Group Sales Executive Positions

HomeLife / UHC / Aetna
03.1992 - 01.2001

General Lines - Life, Accident & Health

Texas Department of Insurance
03.1992 - 10.2022

Political Science

University of LaVerne
09.1986 - 12.1991
RICK NILESEmployee Benefits Leader / Brokerage / Consultant / Sales