Sales Manager

WILFER G. ZULETA

*** ********** ***** ********@*****.***

Fort Mill, SC 29715 860-***-****

KEY SKILLS AND EXPERTISE

Strong analytical skills, analysis of key performance indicators and trends, adaptable to new technologies. Effective communication skills. Detail oriented and adaptable in fast paced environment, working independently or as part of a team.

PROFESSIONAL EXPERIENCE

Cigna 2014 to Present

Sales Administrator Senior Associate

Responsible for providing day to day support of the sales team, review of marketing materials compliant with Cigna standards and daily interaction with sales team and external brokers.

Responsible for the support of the local sales team in developing communication and enrollment materials for new and existing clients.

Partner with underwriting and client groups to obtain rate quotes and work to resolve first line service issues.

Perform an initial review of Mid-Year account renewals.

Coordinate with the Business Managers, Underwriting and external brokers in providing sold quotes and all necessary marketing material.

Coordinate with Sales Support in the creating of Wellness binders.

Coordinate with Sales Support in the creation of PowerPoint presentations.

Responsible for the creation and maintenance of case-level files.

Liaised between sales support and designated brokers.

New Business Assistant

Responsible for the daily intake process of monitoring the Request for Proposal (RFP) mailbox, daily review and analyzation of RFP medical documents, ensuring that all critical data is entered accurately meeting RFP deadlines.

Acting as point in identifying potential Decline-to-Quote (DTQ) red flags and communicate as appropriate to the New Business Managers (NBM) and Presale Consultants (PC)

Responsible for the daily operations of sales support services; proactively support the NBM’s and PC’s throughout the presale process, meeting deadlines and delivery dates.

Coordinate and ensure timely distribution of the RFP to line Presale staff.

Maintain Master opportunities in Salesforce.com and ensure quality, volume and accuracy metrics are met.

Senior Pre-Sales Consultant

Contracted by Cigna as a Senior Pre-Sales Consultant assisting in the management and preparation of medical, dental and vision rate quotes.

Daily Management of the Request for Proposal (RFP) process, reported results and met submission deadlines.

Assisted in the preparation of documentation in accordance to Cigna’s RFP guidelines ensured accuracy of information and opportunities in Salesforce.com.

Acted as liaison with internal and external customers working closely with brokers and New Business Managers.

Maintained positive relationship with matrix partners.

Prospect Enterprises LLC. Wethersfield, CT (Contract Work)

Assistant Manager 2012 to 2013

Assisted General Manager in all aspects of property management with regards to analyzing, developing, implementing and providing closure on multiple projects.

Collaborated with General Manager, business unit stakeholders and advisors to ensure project deliverables were achieved on schedule with a high level of quality.

Managed and track project issues and decisions, including elevating as appropriate.

Maintained accurate metric reports and provided timely communication of project status and performance results.

Developed and maintained project documentation.

Developed relationships with key stakeholders and team members to form a cohesive interaction in achieving project objectives.

Introduced and implemented OCR software to convert documents to electronic archives. Increased efficiency and effectiveness of office production by 20%.

Weiss Multi-Strategy Advisers LLC. Hartford, CT

Operation Specialist 2006 to 2012

Responsible for ensuring the smooth functioning of key aspects of client services.

Processed daily cash, trade, and position reconciliations to the various custodians; including running, reviewing and analyzing reports. Eliminated errors by 30% between traders and custodians by utilizing excel spreadsheets which kept track of cash and position discrepancies.

Resolved daily settlement issues working with the executing brokers, trading desk and the prime brokers/custodians.

Ran and reviewed internal diagnostic reports, review of trade corrections and changes from prior day(s), post accounting system, ran and analyzed the mid-day reconciliation report to ensure that all trade differences are valid, resolved any discrepancies if needed.

Performed end-of-day P&L reconciliation to firms accounting system.

Supported monthly and quarterly reporting of accounts and audit preparations.

Worked with systems to test and integrate firm-wide back office accounting system (Advent –Access Geneva).

Software, Services & Consulting Technologies, Inc., Windsor, CT

Senior Staff Accountant 2005 to 2006

Responsible for the completion of all Investment Accounting functions for small, mid, or large SS&C Clients with moderately complex securities.

Acted as liaison to five of this start-up firm’s large domestic and international fund clients, reconciling and monitoring accounts representing $200M in assets.

Maintained client relationships through regular communication with designated agents.

Calculated daily net asset value based on market fluctuations and provided information to clients.

Participated on process improvement team and recommended successful initiatives.

EDUCATION

Harvard University Extension School Cambridge, MA 2001-2002

Attended Harvard University towards a graduate degree in Business Management. Courses completed: Financial Accounting; Marketing Management; Financial Statement Analysis and Gender, Leadership, and Management.

Northeastern University, Boston, MA

Bachelor of Science in Political Science 1994- 1997

SKILLS

Bloomberg

Microsoft Office Suite

Advent-Access Geneva

Salesforce.com

Advance Portfolio Life Cycle (APL)

Fluent in Spanish

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