Rusty Bartley
Edmond,OK
Summary
Dynamic National Sales Director and Business Consultant recognized as a President’s Club Performer, specializing in Human Capital Management, Employee Benefits, and Data Analytics. Proven expertise in strategic sales leadership and consultative methodologies, with a strong ability to identify and capitalize on core opportunities that drive business development and enhance relationship management. Exceptional at securing new relationships across both short- and long-term sales cycles, maximizing total account value through cultivated partnerships. Results-oriented professional with a strong track record in revenue growth, market expansion, and effective negotiation, complemented by skills in strategic planning and team leadership.
Overview
27
27
years of professional experience
Work History
National Sales Director
Equifax / ID Watchdog
04.2020 - Current
- Managed and grew a book of business at a rate of 166% over the last 4 years including Identity Theft services, Workplace Data Analytics reports and Financial Wellness programs. Oversee the Broker sales channel nationally for 4 top 10 Brokers and the entire lifecycle of the sale from Prospect to Client with my Team.
- Managed a Team of Regional Managers, Client Success Managers and Client Relations Managers and exceeded our annual goals for each of the last 4 years.
- Delivered Data Analytics reports to some of America’s largest companies to help them in their financial wellness strategy and getting better agenda by using this data to make strategic decisions for their people.
Benefits Consultant
Gallagher
08.2018 - 03.2020
- Working with the country’s largest, most innovative employers to transform healthcare as we know it today. Advising multiple lines of insurance in an effort to help create better organizational, physical, emotional, career and financial wellbeing. Developing and deploying progressive benefits strategies that are generating substantial savings for clients, helping move their stock price and boosting market cap.
- Finished top 5 for my 2019 Accel Training program and mentored several participants in the program by helping them achieve success earlier on in their career.
- Lead PEO takeaway group to help Prospects looking to get out of the PEO bundle and look at standalone solutions giving them flexibility.
- Bullpen Leader helping the newer consultants establish a book by developing a pipeline and becoming a resource for Prospects before ever asking them for the sale through a data driven process.
Business Consultant
CoAdvantage
10.2015 - 07.2018
- Leader at selling innovative workforce solutions focused on Human Resources, Employee Benefits, Payroll Administration, Technology and Risk Management. Maintained existing accounts and generate leads through building new relationships, presenting targeted material based upon in-depth analysis to close new accounts. Worked to deepen relationships, earn referrals and generate new business through strategic partnerships with Banks, Insurance Brokers, Financial Advisors and CPAs to generate closed business. Helped hire and train new Consultants by attending first appointments, door pulls, proposals and assisted with call blocks to deliver a consistent message for the organization.
- 2017 Achieved 200% of Sales Quota to make President’s Club and 2017 & 2018 Fast Start Awards.
- Secured new relationships by developing a sales strategy that included targeting organizations and best fit industries to prospect and execute marketing campaigns to drive proposals and closed business.
- Analyze client experience to identify additional needs or potential triggers that could lead to additional solutions sold.
Business Consultant
G&A Partners
09.2014 - 09.2015
- Managed Professional Relationships by actively signing multiple Channel Partner deals with a commitment for business in addition to foot prospecting and cold calling. Helped create an ASO model for Sales and continued to oversee the complete development process for additional sales opportunities to include HR, Payroll, Benefits, Workers Comp and Technology. Managed Broker & Channel Partner relationships to help drive in new business.
- Advised with our Digital Marketing Team for informative post via Tweeter, LinkedIn and other social media channels to be distributed to all reps in the country for a consistent daily branding message.
Certified Business Performance Advisor
Insperity
11.2011 - 09.2014
- Wanted to make a difference in my community by helping smaller businesses be able to compete with the larger companies by using PEO services to help them create an economy of scale for their small business. Came out of the gate with a first year President’s Club award in 2012 and continued to build on that success by achieving no less than 125% of quota each sales year. Trained new reps in the field and delivered on closed sales by providing support for Human Resources, Employee Benefits, Payroll Administration, 401k, Performance and Risk Management and much more. Was part of the second graduating class in connection with the University of Houston to receive a certification as a Certified Business Performance Advisor.
- 2012 President’s Club
- 2012 The President’s Volunteer Service Award (given by the White House for my volunteer work with kids and Non-Profits)
Executive Vice President of Sales & Marketing
Real Estate
11.1998 - 11.2011
- Worked in the Mortgage, Title Insurance and Licensed Real Estate Agent fields during this time. Constantly exceeded my sales quota and at the top of my Real Estate career I held the position of Executive VP of Sales & Marketing in the Title Industry with 12 different offices and over 200 employees to help manage. Companies used my licensing credentials to setup and conduct business in other States. Worked closely with the Operations and Underwriting Teams to help compose and deliver P&Ls to each branch office for them to operate within. Prepared business plans for each one of my 12 offices and held them accountable to their numbers on a weekly basis.
Education
CBPA - Certified Business Performance Advisor
University of Houston
HoustonSkills
- Consultative & Solutions Selling
- Building New Revenue Streams
- Long-Term Account Development
- New Business Development
- Channel, Market & Territory Growth
- Consistent Top Performer Rankings
- Strategic Planning & Tactical Execution
- Winning Sales Presentation Delivery
- Sales Process Optimization
- Customer Engagement
Timeline
National Sales Director
Equifax / ID Watchdog
04.2020 - Current
Benefits Consultant
Gallagher
08.2018 - 03.2020
Business Consultant
CoAdvantage
10.2015 - 07.2018
Business Consultant
G&A Partners
09.2014 - 09.2015
Certified Business Performance Advisor
Insperity
11.2011 - 09.2014
Executive Vice President of Sales & Marketing
Real Estate
11.1998 - 11.2011
CBPA - Certified Business Performance Advisor
University of Houston
Awards
2012 President’s Club, 2012 The President’s Volunteer Service Award (given by the White House for my volunteer work with kids and Non-Profits)
CAREER HIGHLIGHTS
- Top Ranked Sales Leader - 2017 CoAdvantage President’s Club & Multiple Fast Start Sales Contest Awards
- Versatile Contributor - Outperformed core goals and objectives and was on the Sales Advisory Board & Pricing Committee
- Expert Relationship Builder - Recognizes the true value in a relationship and how to maximize sales and marketing ROI