Todd Bashore
Newport Beach,CA
Summary
Results-driven sales executive with proven success managing large and high-profile client retentions. Consistent record of balancing customer needs with ideal solutions. Over 25 years of retirement and healthcare benefits industry experience. Long history of developing client relationships, solving complex situations, and managing client financials.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Vice President • Retention Team Lead
Fidelity Investments
01.2022 - Current
- Responsible for leading a group of Retention Executives who conduct client renewal activities
- Coordinates the overall Retention Team strategy, capacity management, and people development to maximize retention efforts
- Identifies opportunities to improve business process flows and productivity.
Vice President • Retention Executive
Fidelity Investments
05.2012 - 12.2021
- Manages the overall client retention strategy for clients going through a renewal or competitive rebid process
- Includes negotiation, planning, and execution of the sales process.
- Monitors industry trends, keeping current on latest changes and competition in industry.
Director • Implementation Services
Aon Hewitt
10.2010 - 04.2012
- Led total benefits outsourcing implementations for the firm’s largest clients
- Responsibilities included leading the project team, managing the deadlines, and owning the financial budgets.
- Monitored project progress, identified risks and took corrective action as needed.
Manager, various roles
Hewitt Associates
07.1995 - 09.2010
- Responsible for the relationships of multiple clients
- This included direct accountability for the entire internal client team, identification of new sales opportunities, and ownership of client’s satisfaction.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Education
Bachelor of Science, Marshall School of Business -
University of Southern California
Los Angeles, CASkills
- Detail-oriented and innovative self-starter
- Strong market awareness of industry, client, and financial acumen, with an understanding of benefits administration operations
- Promotes a culture of continuous improvement challenging current processes to make them more efficient and meaningful
- Handles all sales situations with a planned and congenial approach
- Business Storytelling
Certification
- FINRA Series 7
- FINRA Series 63
- FINRA Series 24
Timeline
Vice President • Retention Team Lead
Fidelity Investments
01.2022 - Current
Vice President • Retention Executive
Fidelity Investments
05.2012 - 12.2021
Director • Implementation Services
Aon Hewitt
10.2010 - 04.2012
Manager, various roles
Hewitt Associates
07.1995 - 09.2010
Bachelor of Science, Marshall School of Business -
University of Southern California
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