Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic
WILLIAM R. WALASEK, JR.

WILLIAM R. WALASEK, JR.

Atlanta,GA

Summary

Experienced professional with a proven track record of developing and delivering successful, innovative revenue generating solutions. Results driven with a focus on creating strong partnerships to develop and execute strategy plans to accomplish goals. Consistently executes with excellence, establishing high standards and driving accountability for project effectiveness and efficiency. Builds, motivates, and empowers teams to provide innovative, world-class technology and business solutions. Highly successful in identifying immediate solutions while developing approaches for a long-term partnership.

Overview

36
36
years of professional experience

Work History

Sr. Director, Enterprise Accounts

ZINNIA
Atlanta, GA
10.2024 - Current
  • Responsible for adding new logos to the company, both Tier I, II, and III carriers, in addition to large bank, institutional, and IMO/BGA’s.
  • Worked with existing accounts to grow business organically. Solution offerings provided are end-to-end including product launch, distribution workflow, and administration.
  • Managed territory for enterprise and retail sales
  • Responsible for daily prospect/client interaction including calls and on-site meetings
  • Keeping pipeline clean and updated
  • Growing pipeline
  • Leveraging long term industry relationships to develop sales opportunities.

HEAD OF SALES

PAPERLESS SOLUTIONS GROUP/MIB
Atlanta, GA
12.2021 - 09.2024
  • Utilized experience in the insurance and financial markets to create a demand for innovative and evolving platforms that attracted carriers and distribution to add value to their offerings. Developed customized solutions during the discovery process to add new and unique offerings.
  • Lead sales organization in enterprise and retail sales
  • Expanded market presence of offerings
  • Attracted and closed Tier I, II, & III carriers
  • Attracted and closed large and mid-sized distributors
  • Developed relationships with c-level executives in both sales and operations
  • Added tools to the portfolio through market research
  • Lead Advisory Groups in enhance existing tools.

ENTERPRISE SALES,BUSINESS WORKFLOW, AND OPERATIONAL MANAGEMENT

CONSULTANT
Park City, UT - Austin
04.2012 - 11.2021
  • Applied skills and experience to create immediate and long term solutions for manufacturers, distributors, and vendors in the financial services industry. Lead organizations in vision and mission by providing expertise in workflow, business development, and sales generation
  • Developed in-depth understanding of the pains and inefficiencies in organizations.
  • Worked internally with business groups to establish implementation and long term goals.
  • Created plans to make projects a success and open doors to new opportunities.
  • Provided a lasting strategy and documentation to lead to long term success.

VP, CHANNELS AND PARTNERSHIPS

INFORCEPRO
Austin, TX
07.2015 - 04.2017
  • Developed sales, strategy, and industry relationships for growing start-up. Identified opportunities and gaps to better provide a dynamic cloud- based platform to the industry that met a growing and unmet need for sales and service.
  • Established and grew business relationships with c-level executives at Tier 1 clients.
  • Identified prospects and successfully sold into retail and enterprise settings.
  • Worked closely with data solution providers in the US and Canada to streamline our business processes.

DIRECTOR, PRODUCT SALES

IPIPELINE, INC.
Salt Lake City, UT
04.2011 - 04.2012
  • Expanded the breadth of the company’s financial services platforms to the industry in a sales and consultative role. Increased the company’s revenue by engaging carrier and distribution partners by offering solutions for straight-trough-processing, workflow management, and data services through what is focus on technology. Clients included ING, AIG, Nationwide, and Prudential.
  • Responsible for creating data analytics platforms to provide critical information to clients.
  • Developed and extended relationships with over 350 distributors to increase their presence within the financial distribution community.
  • Led accounts into alternative distribution outlets including banks, broker/dealers, and P&C.
  • Worked with management to explore new avenues to grow revenue. Landed, maintained, and grew relationships to expand company offerings.

DIRECTOR OF SALES, GENERAL MANAGER SALES AND MARKETING, VP SALES AND MARKETING

EBIXEXCHANGE (AN EBIX COMPANY)
Park City, UT
04.2003 - 03.2011
  • Led the development and expansion of the company’s key technology solutions. Promoted to manage sales for all division’s financial applications including client relationship management systems, electronic application delivery, e-policy delivery, and post-sell maintenance platforms.
  • Directed and managed operations for the Park City division. Increased revenue by over 100% in 4 years as head of sales and operations.
  • Instrumental in creating new strategies and growth solutions which resulted in over 80% penetration in market.
  • Directed sales, account management, marketing and business development for 250+ clients.
  • Leader in identifying and solidifying appropriate industry partnerships
  • Lead the development of sales applications improvements and enhancements, including mobile applications.
  • Created key partnerships with industry vendors that drove a substantial increase in sales.

MARKETING DIRECTOR, RECRUITER, FIELD TECHNOLOGY DIRECTOR

NFP/PARTNERS FINANCIAL
AUSTIN, TX
01.1995 - 04.2003
  • Managed and recruited high-end financial organizations to a growing, upscale insurance marketing organization. Utilizing consultative and technology knowledge, helped increase the number of firms for the group from 50 to over 300 agencies.
  • Interacted with over 300 Member Firms and assisted with their sales and marketing needs.
  • Aided in the increase of life premium by over 300% through organic and external growth.
  • Educated firms on carriers, products, sales concepts, and technology platforms through on-site visits.
  • Conducted training and education through monthly newsletters, webinars, and conferences.

MARKETING REPRESENTATIVE

CONFEDERATION LIFE INSURANCE COMPANY
ATLANTA, GA
10.1989 - 12.1994
  • Grew and developed the Western region of the company’s distribution through sales efforts. Grew and fostered relationships with over 30 agencies increasing production by over 70% in three years.
  • Managed and strengthened relationships with high-end and successful agencies.
  • Created sales proposals and supported producers for 10M+ sales.
  • Recruited top 10% of producing agencies.

Education

Bachelor of Business Administration (BBA) - Risk Management and Insurance

University of Georgia

Skills

Sr Director, Enterprise Accounts

Affiliations

  • Board Member Breakthrough T1D (formally JDRF)
  • Board Member Special Pops – Special Olympics

Timeline

Sr. Director, Enterprise Accounts

ZINNIA
10.2024 - Current

HEAD OF SALES

PAPERLESS SOLUTIONS GROUP/MIB
12.2021 - 09.2024

VP, CHANNELS AND PARTNERSHIPS

INFORCEPRO
07.2015 - 04.2017

ENTERPRISE SALES,BUSINESS WORKFLOW, AND OPERATIONAL MANAGEMENT

CONSULTANT
04.2012 - 11.2021

DIRECTOR, PRODUCT SALES

IPIPELINE, INC.
04.2011 - 04.2012

DIRECTOR OF SALES, GENERAL MANAGER SALES AND MARKETING, VP SALES AND MARKETING

EBIXEXCHANGE (AN EBIX COMPANY)
04.2003 - 03.2011

MARKETING DIRECTOR, RECRUITER, FIELD TECHNOLOGY DIRECTOR

NFP/PARTNERS FINANCIAL
01.1995 - 04.2003

MARKETING REPRESENTATIVE

CONFEDERATION LIFE INSURANCE COMPANY
10.1989 - 12.1994

Bachelor of Business Administration (BBA) - Risk Management and Insurance

University of Georgia

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WILLIAM R. WALASEK, JR.