Sales Representative

Steven R. Schwartzman RESUME OF QUALIFICATIONS

***** *.*. **** ****** Email: ********@***.***

Miami, Florida 33157 Cellular: 786-***-****; Home: 305-***-****

< Highly qualified Business Development Professional and

"Top Producer" with over twenty years of successful

experience in the Insurance/Benefits and Financial

Services Industry.

< Highly motivated and energetic self-starter with "can

do" attitude, ability to relate well to people at all

levels and from diverse backgrounds, and proven

capacity for managing projects and tasks within time

and budgetary constraints.

Core Competencies:

Client/Broker Education Referral Networks

Sales Presentations Account Servicing

Time Management Multi-Tasking

Telemarketing Cold-Calling

EXPERIENCE Sales/Customer Service: Driving revenue by executing sales

goals and achieving results ... training and developing

a sales force ... motivating sales personnel by

initiating effective incentive programs ... developing

strategic account and territory plans ... tracking

various key sales metrics in support of company

strategic sales decisions ... developing and preparing

sales proposals ... servicing major corporate accounts

... creating and executing successful product launch

and branding strategies ... identifying and developing

new leads for marketed products ... developing and

cultivating effective customer relationships and

referral networks ... instilling customer-oriented

philosophy within all sales and service personnel ...

Insurance, Benefits & Financial Services: Expertise in various

employee benefit packages including medical, dental,

vision, life, disability, 401-K, COBRA, compensation

programs, stock options, and employee stock purchase

plans ... maintaining current knowledge of various

financial and insurance products, services and

instruments ... explaining the advantages of various

life and health insurance plans, payroll administration

services and employee development/human resources tools

... full understanding of Workers' Compensation

Administration options including risk and liability

management, medical management and regulatory

compliance ... planning and coordinating product

knowledge seminars and workshops for brokers and

distributors ...

EDUCATION B.A. Degree in Public Relations/Marketing, 1981

University of South Florida, Tampa, Florida

Professional Training: Extensive Corporate Training in Sales, Account

Servicing and Product Knowledge (most past employers);

Dale Carnegie Sales Training Workshops ...

LICENSES State of Florida Life & Health Insurance License (218)

EMPLOYMENT HISTORY

2002 - Present Various Professional Employer Organizations (PEOs)

Sales Representative

Worked with a number of South Florida PEOs including StaffLink

Outsourcing (10-present), Oasis Outsourcing and

Advantec Human Capital Management Solutions (05-10),

Presidion Solutions (04-05) and Paychex Business

Solutions (02-04). Responsible for sales and marketing

of human resource and benefits administration programs

and services to corporate employers. Develop referral

networks to increase client base and maximize sales

growth by telemarketing, direct mail, referrals from

clients and cold calls.

< Consistently exceeded all goals and quotas by 20% or

more.

1996 - 2002 United Healthcare of Florida, Coral Gables, Florida

Director of Sales / Small Business

Managed all sales and marketing functions to agents throughout Dade,

Broward and Palm Beach Counties. Directly supervised

sales force of seven and three general agencies. Also

coordinated sales seminars for brokers and distributors

and facilitated certification of agent base of over

2,000.

< Consistently met or exceeded all IOI objectives and

monthly departmental sales quotas, and increased

network of brokers/ agents in Dade County by 25%.

< Converted commission system from percentage to per

employee per month (PEPM), resulting in annual savings

of $9 million.

< Received Sales Pinnacle Award (97) for Top Annual Sales

Volume; Ranked 3rd in region and 24th out of 250

nationwide.

< Promoted from Account Executive to Senior Account

Executive and then to Director due to outstanding

performance.

1995 - 1996 Cleveland Clinic Florida Health Plan, Deerfield Beach, Florida

Senior Account Executive

< Successfully established and developed new Dade County

territory; Researched, recommended and implemented new

commission structure to meet Florida standards.

< Planned and coordinated one or more quarterly seminars

serving 25-50 attendees per session.

Additional: Eight years additional Sales, Marketing and Management

experience in the Life and Health Insurance Industry:

< Senior Account Executive with Consolidated Group (93-

95); Presented quarterly company sponsored seminars and

consistently met or exceeded annual sales goals.

< National Sales Manager and Regional Marketing Director

with Life General Security (89-93); Increased profits

by 30%.

< Telemarketing Sales Representative with American

Bankers Insurance Group (87-89); Consistently ranked as

Top Sales Producer and increased new accounts by 35%.

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