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Work Background
BBSIBusiness Development Manager
Mar. 2025Goleta, California, United StatesMarket BBSI PEO services and software to small/mid size businesses through insurance agencies, CPA's, bankers and other centers of influence.
InsperityBusiness Performance Advisor
Dec. 2021 - Feb. 2025Santa Barbara, California, United StatesSource and engage local business owners through ZoomInfo, LinkedIn, email, phone, and networking. Conduct DC's to determine interest and fit for prospective employers.
Collect all new business documents, walk prospect through Insperity's sales process, through close.
Work with implementation team to ensure smooth onboarding.
Participate in regular updates with customer to ensure retention, discover new needs and upsell products not included in our admin fee including recruiting services, 401(K), Certify.
Work with customers at renewal to ensure our product continues to meet and exceed their needs.
Telecom Network Supply, Inc.Senior Account Manager
Jun. 2021 - Oct. 2021Sourced new Telecom prospects to provide quotes for equipment and repair services. Continually reached out to existing clients to ensure a steady flow of quote requests. Ensure that equipment ordered were provided to client in a timely manner and within KPI's.
Tempest Telecom SolutionsAccount Manager
Feb. 2019 - Jun. 2021Santa Barbara, California AreaSteered significant efforts to increase production of telecom equipment and repair sales in 53 markets for T-Mobile.
Captured existing book of business and implemented growth focuses strategies to achieve 125% of quota.
Transformed weak performing services and re-opened 3 markets that had ceased working with Tempest though continueal phone calling, site visits and quality customer service.
RTJ Financial Management, Inc.Owner
Jan. 2004 - Feb. 2021As owner and President of RTJ Financial Management, I help successful Baby Boomers and Gen X entrepreneurs and in creative fields achieve their vision of financial success.
ForestersRegional Director, Sales
Jan. 2000 - Jan. 2003Opened, staffed and managed a highly successful office staffed by a talented team of registered representatives. Took the office from startup to the #7 office out of 63 in North America.
Amwest Insurance GroupVP of Sales & Underwriting
Jan. 1996 - Jan. 2000Responsible for management of sales and underwriting for $35 million trucking, homeowners and auto insurance products. Product manager responsible for P&L of auto and homeowners lines of insurance.
Western United InsuranceAsst. Product Manager
Jan. 1995 - Jan. 1996Manage an agency plant of over 400 independent insurance agents to ensure compliance with company underwriting guidelines. Helped update and develop new auto insurance products.
Financial Indemnity CompanyUnderwriting Supervisor
Jan. 1990 - Jan. 1995
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