ROBERT FOLDESI
Greater New York
Summary
High performing Sales Executive with 28 years of benefits experience partnering with large and mid sized national and regional companies. Extensive experience marketing and selling directly to companies and through brokers. Consistently acknowledged as a high performer throughout my career. Successfully lead large, multi-functional sales teams while maintaining a focus on customer needs and provider strengths. Expert in leading teams through complicated buying process across a variety of client functions. Recognized by clients and colleagues as a knowledgeable, capable, and clear communicator. Well established connections in the Greater New York and broader Northeast markets.
Overview
28
28
years of professional experience
Work History
Producer
Aon Consulting
Norwalk, CT
08.2024 - Current
Find and develop relationships across health and welfare, retirement, and commercial risk. Build a book from scratch selling across HR, Finance, and Risk by bringing experts across functional and geographic areas to meet prospects unique needs.
Health Exchange Sales
Aon Consulting
Norwalk, CT
05.2021 - 08.2024
Led Northeast Sales for Aon's Active Healthcare Exchange. Was responsible for sales and internal and external education for Aon's combined consulting and administration exchange at a time where most competitor exchanges had been closed or significantly diminished.
Sales Executive
Alight Solutions
Norwalk, CT
11.1997 - 08.2021
- Customer Service Representative and Managementbegan work at Hewitt Associates as a call center representative handling retirement participant calls. Became a call center manager within my first year.
- Plan Administration Team Managerserved as administration team manager for one of the most complex pension plans in America offered by a fortune 500 company.
- Solution Architect for HW, DB, and DC Administrationmoved into sales by serving as one of Hewitt’s first solution architects. Managed RFPs, ran demos, and helped structure sales meetings.
- Sales Executive for 19 years specializing in Benefits AdministrationSold HW, DB, and DC administration to begin my time in sales. As functions narrowed, I have focused primarily on Health and Welfare administration over the last 12 years.
- Exceeded Sales Targets more consistently than any other representative during my tenure
Education
Bachelor’s - History
University of Illinois at Urbana-Champaign
Urbana-Champaign12.1995
Skills
- Long Term Territory Management-Build relationships with client contacts and brokers to drive consistent year over year sales Proactively participate in organizations from SHRM to CUPA to meet and spread the word about where my organization and I could be of use
- Benefits Administration-I have worked to become a trusted partner for clients and prospects in helping them understand how benefits administration can drive employee satisfaction and retention I enjoy strong partnerships with client brokers and leverage those partnerships to help clients understand how the best plan designs only work when they are supported by effective benefits administration
- Retirement Administration-Partnered with actuaries and our defined contribution practice to help clients understand the intersection of plan design and administration in employees understanding and appreciation of benefits
- Healthcare Navigation and Point Solution Sales-expanded my skill set to help clients understand the changing landscape of Navigation and how it can help employees utilize benefits and companies control healthcare spend
- Licensed Health Producer in Most US States-Acquired license to first sell Exchange and then as a producer selling health and welfare consulting services
- Executive Presentation Skills-moved from selling to manager and director level to selling across Executive teams and Board of Directors
Timeline
Producer
Aon Consulting
08.2024 - Current
Health Exchange Sales
Aon Consulting
05.2021 - 08.2024
Sales Executive
Alight Solutions
11.1997 - 08.2021
Bachelor’s - History
University of Illinois at Urbana-Champaign