Tim Delaney
Encinitas,CA
Summary
Dynamic leader with a proven track record at iGrad, LLC, and Financial Finesse enterprise, specializing in business development and sales training. Excelled in client engagement and relationship management, spearheading strategic initiatives that significantly expanded program footprints. Skilled in public speaking, adept at negotiating complex contracts, and fostering key partnerships.
Overview
9
9
years of professional experience
1
1
Certification
Work History
VP, Business Development
iGrad, LLC
Encinitas, CA
05.2020 - Current
- Lead the business development strategy for the Enrich Financial Wellness program, covering key market segments, including financial institutions and employers.
- Develop and maintain high-level relationships with top corporate partners.
- Spearhead strategic sales initiatives for key target markets, and develop pricing strategies.
- Represent iGrad and the Enrich program at industry conferences, delivering keynotes, and thought leadership presentations.
- Negotiate complex contracts and partnerships to expand iGrad's footprint of the Enrich financial wellness program.
VP, Sales, Training, & Implementations
Financial Finesse enterprise (FFe)
Carlsbad, CA
09.2018 - 05.2020
- Product expert actively sold and positioned employee financial wellness benefits for employers, financial advisors, and retirement record keepers.
- Managed service to oversee 75 small to mid-sized custom clients (1-5,000 employees), and consistently meet contractual deadlines.
- Service enterprise model to deliver to over 400,000 employees and 9,400 diverse employers.
- Implemented innovative campaigns to drive engagement, and managed relationships with multiple parties, including employers, advisors, and retirement record keepers.
- Trained sales teams with advisor practices and retirement plan record keepers to position financial wellness for their clients.
- Regularly traveled to meet with advisors, plan sponsor committees, and conduct employee enrollment meetings in both group and individual settings.
AVP, Business Consulting
Global Retirement Partners Advisor Alliance (GRP AA)
Carlsbad, USA
11.2015 - 09.2018
- Team leader and trusted consultative resource for over 300 elite retirement plan advisors.
- Managed sales development and exceeded growth goals (through advisors and direct to plan sponsors) for Financial Wellness Programs, in partnership with Financial Finesse.
- Led the business consulting team and produced a training curriculum for new team members.
- I regularly traveled and presented to advisory clients, plan sponsors, plan providers, and intermediary executives.
Education
Bachelor of Arts -
West Virginia University
Morgantown, WV12.2014
Skills
- Client engagement
- Sales development
- Relationship management
- Product innovation
- Organizational training
- Public speaking
- Contract negotiation
- Pricing strategy development
- Microsoft Office
Certification
Certified Plan Fiduciary Adviser, 04/2018 - 04/2024
Timeline
VP, Business Development
iGrad, LLC
05.2020 - Current
VP, Sales, Training, & Implementations
Financial Finesse enterprise (FFe)
09.2018 - 05.2020
AVP, Business Consulting
Global Retirement Partners Advisor Alliance (GRP AA)
11.2015 - 09.2018
Bachelor of Arts -
West Virginia University
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