Peter Tursi

Experience

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  Shaklee Wellness Distributorship (est 1992)

  Jan 1992 - now

  Owner/Consultant

  • www.tursi.myshaklee.com • Wellness Product Distributorship helping people live healthier lives nutritionally and financially• Online sales website since 2006• Website helped move existing home delivery clients to online ordering

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  ACENSUS (formerly BISYS Retirement Services)

  Jan 1994 - Jan 2007

  Senior Account Executive

  Senior Account Executive 01/2006 – 07/2007•Core Responsibilities: Managed significant corporate relationships, including both retirement plan clients as well as a key strategic distribution partner. •Supplemental Responsibilities: Applied deep compliance-related subject matter expertise to assist with new hire training, as well as ensuring that all client service associates stayed up-to-date with plan testing regulatory requirements. Compliance education efforts also extended to both plan sponsors and financial advisors, often within one-on-one, highly tailored discussions. Authored disaster recovery plan for Company required by Corporate.Account Executive 12/1994 – 01/2006•Serviced numerous retirement plan clients with a focus on building credibility and trust while consistently delivering a superior client service experience. •Initiatives included educating clients to assist them in achieving greater self-sufficiency and success across multiple compliance-related requirements, including testing, government filings and plan documents.•One of the few experts regarding Merrill’s contribution submission program. Troubleshot plans’ payroll companies set up of direct contribution and census submission. •Created and launched statement production tracking system in excel which became the basis for 2nd generation tracking in Access. Show less

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  Merrill Lynch

  Jan 2008 - Jan 2009

  Compliance Consultant

  • Contract position working with hundreds of retirement Plan Administrators, Presidents, CEO’s, lawyers or accountants to help them with their mandatory IRS restatement of their Plan Documents. • Client Education regarding Internal Revenue Service required Plan Document Restatements.• Plan Document amendment production and client follow up.• Proprietary website guidance and troubleshooting.

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  BeneTrends, Inc.

  Apr 2009 - Jun 2011

  Plan Document Specialist/Compliance

  • Promoted to Plan Document Specialist for new department devoted for the creation and maintenance of the company’s Plan document.• Maintained 2500 Plan Documents• Managed regulatory reporting with the IRS for 2500 Retirement Plans• Designed and managed reengineering of Operational policies and procedures for all departments including New Business, Operations, Reporting, and Documents.• Fostered a positive relationship with the IRS for Plan audits, Plan Document Restatements and Determination Letter submissions.• Used Constant Contact for client interface and document delivery to end users Show less

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  Performance Bicycles

  Apr 2010 - Jan 2013

  Sales Associate

  • www.performancebike.com/• Consultative sales and customer service for bricks and mortar retail shop. • Improved sales production to become the top 5 store nationally by Attaining CAT1 Specialist training status• Top store producer for added services after the sale.• Submitted daily accounting and sales reporting to corporate through AS400

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  TD Bank, N.A.

  Dec 2012 - Jan 2014

  Financial Services Representative

  • Met client financial needs by preparing financial and objective needs analysis.• Improved referral and retention rates by conducting training to non-licensed branch employees.• Exceeded sales goals by managing sales pipeline• Sold and cross-sold insurance and annuity products to fulfill client needs.

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  Colonial Life

  May 2014 - now

  Agency Development Manager

  • Grew new district in one year to $250,000 by hiring, training and managing a team of 20 agents• Developed limitless prospecting to fill agent pipelines by creating Tri-State telemarketing program• Identifying and qualifying sales leads generated from a variety of sources, including networking, referrals, marketing, cold-calling, and lead databases• Setting appointments and meeting with prospective customers.• GAP analysis of client benefit programs to fill needs• Increased second and third year sales through email marketing campaign Show less