Sales Insurance

JEFFREY W. LEWIS

** ******* ***** *****: 201-***-****

Ocean, NJ 07712 adijq1@r.postjobfree.com

EXECUTIVE PROFILE

Motivated, articulate communicator with a successful track record in new business development and renewable sales. Successful in developing new areas of business opportunity and strong referral relationships. Over ten years business to business sales experience with ability to increase revenue from existing and prospective clients.

EXPERIENCE

RJ BRUNELLI & CO. – OLD BRIDGE, NJ (JULY 2018 – PRESENT)

SALES ASSOCIATES / CONSULTANT

Research demographics, trends, analytics for land development and retail leasing

Represent tenants in search of retail space

Represent landlords to fill vacant retail space

TRITON BENEFITS & HR SOLUTIONS- NEW YORK CITY, NY (2017 – JULY 2018)

DISTRICT SALES MANAGER

Managed startup NYC Sales Office

Prospected, developed, and maintained business referral partners

Generated new client base in NYC market

BALANCE POINT – GLEN ROCK, NJ (2012 – 2017)

HCM SALES CONSULTANT / INSURANCE AGENCY RELATIONSHIP REPRESENTATIVE

Created and developed new strategic sales process applied to all sales representatives

Developed an underutilized sales territory via prospecting and networking

Developed relationships within the insurance community to generate referrals

PAYCHEX, INC. / PAYCHEX INSURANCE AGENCY – NEW YORK CITY, NY (2006- 2012)

BENEFITS CONSULTANT / LICENSED AGENT

Designed / implemented retirement plans, pre-tax benefits, and group insurance plans for businesses

Acted as agent of record for group health insurance plans while implementing cost effective strategies

Conducted frequent informational seminars for clients, prospects, and referral partners

BERGEN CAPITAL - HASBROUCK HEIGHTS, NEW JERSEY (2003- 2006)

REGISTERED FINANCIAL ADVISOR

Licensed Series 7 Financial Advisor

Prospect new client opportunities

Advise and manage financial strategies for new and existing clients

ACCOMPLISHMENTS

Qualified for Paychex Sales Presidents Club in first two full fiscal sales years by achieving 120%+ quota

Finished top 15% of Paychex national sales for two consecutive years

Achieved Sales President’s Club in all full selling years at Balance Point

Completed Paychex Management Training program

EDUCATION

Pace University, Lubin School of Business- New York City, New York

BS, Business Administration, 2004 / Concentration in Management

***REFERENCES PROVIDED UPON REQUEST***

Contact this candidate