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Vice President Sales

Location:
Castle Rock, CO
Posted:
January 01, 2023

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Resume:

Dax Gilliam Rizo

**** ***** ***** ****** ****** Rock, CO 80108 469-***-**** cell aduduc@r.postjobfree.com

Executive Profile

A multi-disciplined bilingual professional with more than 25 years of experience offering an entrepreneurial approach and vision to develop strategies, enhance operating efficiencies and maximize profits. Highly accomplished global sales and field operations leader managing enterprise accounts generating positive revenue across a broad range of products. A hands-on leader with extensive experience in complex sales, hiring, training and cultivating relationships. Results oriented, customer focused leader with proven success in managing teams and tasks to make financial and customer satisfaction targets. Highly effective at developing relationships across Government, non-profit and for-profit entities in multiple markets. Demonstrate ability to implement, combine multiple platforms, operational skills to produce bottom line results. Effective personnel coaching abilities and creating a bond/relationship with prospect and client.

Extensive experience in all aspects of planning, building, and leading an enterprise sales and service force. This includes ongoing sales transformation for greater productivity, and solution selling across a broad range of industries.

Adept at driving long term customer success and value realization with complex integrated cloud, network, and security solutions.

Demonstrated ability to create a strategic plan and implement it, combining technical understanding with communication, process, and operational skills to produce bottom line results.

Business Development capability: Successful at large and small deal negotiation and new business line launch planning and execution.

Proven leader with strong communication skills, effective personnel coaching abilities, with a milestone and goal-oriented management approach.

Top 5 percent over the last 20 years in sales and retention.

Proven business operations with proven ability to manage broad range of tasks.

Financial and renevue analysis experience to sucessfully drive positive outcomes.

PROFESSIONAL EXPERIENCE

RMR Wealth, Denver, Colorado, January 2021 – Present

Vice President

Sales, consulting and retention services for new and exisiting clients.

Development and implementation of best sales practices..

Engage and secure partnerships.

Manage relationships and assure proper contractual agreements beneficial to both parties.

Monitor growth strategies and execute plan based on revenue and company vision with the highes of Fiduciary Standards.

Conduct ongoing reviews with clients, exceed expectations and retain multiple prospects engaged.

Create and assist with initiatives to expand footprint aligned with company goals.

Attend and network at regional and national conferences.

Empower Retirement, Denver, Colorado, February 2020 – January 2021

State Director – State of Alabama

State Director for all of the State of Alabama’s Pension and Defined Contribution assets.

Develop and execute business plan to achieve revenue targets and hiring practices.

Manage resources to aggressively pursue new plan opportunities and manage a staff of Retirement Plan Advisors.

Set goals and conduct weekly, monthly and quarterly reviews. Pivot quickly to adjust for unforeseen conditions.

Develop critical relationships to become the preferred provider and partner with the Leadership.

Utilize excellent communication skills and solid industry and product knowledge to deliver effective presentations to Board Members, State Officials and business partners.

Negotiate contract extensions and renewals. Client assets more than $800 million and over 45,000 participants.

Build and broaden product offerings to ensure revenue increase for Empower and improve client performance.

Participate and support national and regional conferences to increase company brand presence and product offerings.

Manage Key Accounts and communicate specific objectives. Design and build marketing campaigns.

Assist in complex case implementation, managing consolidation of vendors and takeover of accounts.

Support strategic marketing initiatives on corporate and departmental level.

ICMA Retirement Corporation, Denver, Colorado, March 2018 – September 2019

Director, Senior Manager

Sales and retention of defined contribution plans.

Responsible a $3.4 billion-dollar book of business and renewals.

Negotiated contract extensions and renewals of over $1.1 billion since August of 2018.

Generate proposal activity by creating awareness and motivation to sell products with distribution team.

Set goals and conduct reviews weekly, monthly and quarterly.

Identify qualified proposal leads for local Advisors and Consultants with which to partner on opportunities.

Build and broaden all key relationships with Clients, prospective Clients and Consultants.

Provide support & training to key business relationships and centers of influence (i.e. Elected and Appointed Officials, CEO’s, CFO’s) within assigned territory.

Participate and support national and regional conferences to increase company brand presence and product.

Maintain relationships throughout territory.

Manage Key Accounts and communicate specific objectives. Design and build marketing campaigns.

Assist in complex case implementation, managing consolidation of vendors and takeover of single provider plans.

AXA Distributors, LLC, Frisco, Texas, December 2013 - March 2018

Regional Vice President

Conduct sales of retirement plans and takeovers through AXA Advisors and Independent channel.

Set and manage production goals within territory.

Develop new relationships with third party administrators, City Managers and Finance Directors.

Find and build relationships with new distribution.

Maintain relationships with field counterparts for cross-sell opportunities with other Wholesalers within multiple product lines at AXA.

Build and foster relationships with Consultants and Advisors in the 457, 403(b) and 401(K) markets in a collaborative effort with Consultant Relations team, Managing Directors and Leadership.

Design and develop strategies to increase annual flow and penetrate further into established markets.

Participate and/or attend regional and national conferences specifically for Government markets.

Execute plan to grow retirement division.

Enhance profitability and a flexible product solution based on client need.

Strong relationships with upper management (CEO, CFO, Board of Regents) and elected officials (City Council, Mayor).

Spearheaded multiple product lines and distribution relationships.

Manage and train career agents/brokers and lesser-experienced case managers and monitor production activity.

EDUCATION

BS, Business Management and Human Resource Management

Louisiana Tech University

CREDENTIALS

FINRA licenses 6, 63

Health & Life Insurance license.

Bilingual – Spanish / English, fluent in verbal communication and written comprehension. Born and raised in Caracas, Venezuela.

OUTSIDE ACTIVITIES AND AWARDS

Eagle Scout

Colorado Public Employee Coalition - Committee Member 2018 - present

United Hispanic Professionals - Founder & Treasurer. Promoting Hispanic Entrepreneurs and Professionals.

United Way Grant Selection Committee - Committee member 2012 - present.

Sales Contest Winner - 9-time winner.

Outstanding Service Achievement Award 11 times.

Worldwide Appreciation Award



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