Beverly, Massachusetts, United States
With a robust background in financial services, 401k sales/administration and payroll service, my career has been defined by forging strong partnerships and driving strategic sales initiatives. At Connectpay, I look forward to continuing to provide small business owners in the 1-50 employee market a service orientated payroll solution focusing on data security and partnerships with our CPAs, benefit advisors, financial advisors and third-party administration firms.
Lead TPA sales consultant for Beacon Benefits, providing retirement plan administration services to small to mid-size businesses. Partner closely with intermediary partners (Financial Advisors, CPAs, Payroll Providers) to implement plan design solutions to maximize tax benefits to plan sponsors. Coordinate with investment/recording keeping partners and payroll platforms to offer secure and seamless 401k solutions.
Partnered with focus firm partners/wholesalers from John Hancock, VOYA, Transamerica, Principal, and Empower to drive TPA sales in assigned territory /Northeast.
Retirement Plan Consultant for Asperia Retirement Plan Solutions, a Worcester based Third Party Administration Firm Was responsible for new proposals and new plan sales/revenue for 401k, Defined Benefit, Cash Balance, Solo K, and Document only administrative services Worked with all channels of distribution including independent and wirehouse financial advisors, registered investment advisors/consultants, insurance agents, CPAs Work closely with top recordkeeping partners and wholesalers form John Hancock, VOYA, Empower, Transamerica, American Funds to access and refer new financial advisors and 401k prospects Main job functions were census/client data review, consultation on design/ plan design illustrations, review current plan documents, point of sale consultation for advisors and wholesalers with 401k prospects/plan sponsors, consultation with CPAs on business taxation deduction/employer contributions