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Sales Life Insurance

Zionsville, Indiana, 46077, United States
October 05, 2016

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Sales & Marketing Executive

Business Developer Revenue Builder Risk Manager

Executive leader with over 20 years of expertise in all facets of achieving sales targets and building revenue with a proven track record in product distribution and in strategic marketing and selling processes. Profound ability to interpret trending markets, developing actionable strategies and achieving organizational long-term and short-term goals. Technically skilled in compliance, risk management, finance and healthcare benefits along with setting up effective metrics. A self-starter with strong business acumen, assessing complex situations, arriving at right decisions, and negotiating commercials risk management solutions with prospects. Achieved Top Performer awards and secured Presidents Club award among top 45 sales executives. Areas of Expertise include:

Consultative Sales

High-Level Sales Proficiency

Strategic Planning & Analysis

Industry Networking

Territory Expansion

Product Quality Assurance

New Business Development

Compliance & Risk Manager

Sales Cycle Compression

Tactful Closer

Staff Training & Development

Insurance & Healthcare Benefits

Professional Experience


Regional Vice President - Sales & Marketing

Strategize sales and distribution techniques rolling out New York based health plans to the open commercial market.

Establish and maintain white label opportunities and distribution channels with major insurance brokerage companies nationwide.

Promote Paradigm sales and marketing solutions for companies directly while surpassing customer objectives and market deliverables.

Create and implement 5 distribution channels for prospective C-Suite brokers and executives within a 5 month period.

Build business network and partnership with C-level executives covering territories from the east coast to west coast.

Achieve targeted sales of health plans through focusing on other verticals within Paradigm Holdings.

MARSH & MCLENNAN COMPANIES, Indianapolis, IN 2013 – 2015

Vice President (National Practice-Manufacturing, Automotive & Healthcare)

Delivered constructive risk management solutions to mid-range and large companies (50M+) through effective consulting services.

Applied strategic planning, partnership management, and actuarial analysis arriving at the value of risks involved significantly reducing costs.

Instituted Marsh sales team to centers of influence for gaining sales traction with prospective accounts.

Identified key features and value propositions through establishing a successful relationship with the National Practice leaders.

Achieved year-to-date (YTD) results of 90% with 200K in the Q4 Best Few funnel for 2015.


Vice President

Reduced risk exposure considerably by methodically planning innovative strategies and thoroughly analyzing claim data.

Developed business for commercial banking sectors while fulfilling and exceeding annual sales objectives.

Expanded business territory into areas such as Indiana, Illinois and Michigan through collaboration with C-suite executives.

AON CORPORATION, Indianapolis, IN 2009 – 2010

Vice President

Developed customized insurance plans for all corporations nationwide offering health benefits, executive life insurance, commercial property and casualty insurance.

Achieved annual sales goals within 180 days and methodically built strategic business relationships with Senior Level Executives.

Developed and grew annual revenue of $100,000 within 8 months and secured top performer achievement.

SCHWARTZ BROTHERS, Chicago, IL 2004 – 2009

Vice President- Sales Management and Business Development

Grew effective book of business achieving $1M in sales with annualized revenue of $500,000.

Trained and mentored sales staff in monthly sales meetings while monitoring and evaluating the performance of 4 executives.

Schwartz Top Performer on an ongoing basis.

Produced presentations with salient product features and benefits that boosted business development.

Received Top performer quarterly and monthly.


Sales Professional & Client Executive Consultant MARSH & MCLENNAN, Indianapolis, IN

Account Management & Network Management Consultant AETNA US HEALTHCARE, Indianapolis, IN

Education & Credentials

Bachelor of Science in Business Marketing and Business Finance



States of IN, MI, FL, OH, TN, KY, IL- Property and Casualty/Health and Life Insurance License

Accredited Risk Management License

Health & Life Insurance Agency License

Continuing Education Units for Licensing up to date

Volunteering Activities

Raising funds for Make a Wish Foundation sponsoring a wish for a family.

Collected money through live auction for the Guerin Catholic gala, sponsoring scholarships to private school.

Raised $330K compared to previous year’s $210K for private school. (2014 – 2015)

Support elementary and high school programs through Junior Achievement of Indianapolis.

Annually participate in Tools for Schools program.

Professional Affiliations

Alzheimer’s Association Indiana Board of Directors

500 Festival Corporate Membership Board

Junior Achievement Committee and Board Member

Indiana Health Underwriters, Board of Directors

Indiana Manufacturing Association- Member

Indiana State Chamber of Commerce-Member

Marsh & McLennan Women’s Exchange- National Co-Chair

Wellness Council of Indiana- Member

National SHRM Chapter- Member

National Association of Women in Business Member

National Health Underwriters Association Member

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