Experience

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  Gage & gage

  Jan 1997 - Jan 2000

  Sales service representative
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  The ritz-carlton hotel company llc

  Jan 2000 - Jan 2002

  Hospitality
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  Gmac-rfc

  Jan 2003 - Jan 2005

  Operations specialist
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  Fieldstone mortgage company

  May 2005 - Jul 2007

  Senior account executive
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  Paychex

  Nov 2008 - Jan 2016

  Accomplished district sales objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, and disciplining employees in assigned territories. Communicating job expectations, planning, monitoring, appraising and reviewing job contributions. Strategizing and reviewing compensation goals, enforcing policies and procedures.• Led 4 sales reps to Circle of Excellence and 1 sales rep to Conference in FY 2014• Inspired and motivated 10 sales representatives to achieve their revenue and compensation goals.• Hired and trained 6 new sales reps, who have consistently met their monthly quota expectations• Responsible to project and achieve weekly & monthly sales quotas and goals for the district• Lead effective weekly district sales meetings and trainings• Ran motivating and educational Quarterly Zone Sales trainings for rookies and tenured reps Show less Responsible to present Paychex Human Resource Services products to final decision makers, including 401(k) retirement services, Flexible Spending Accounts & HR Services. • Achieved Circle of Excellence FY 2013 and top 10% in the company for HRS Reps• Conference Qualifier FY ’10 & FY ’11 • Earned the 2009 Paychex 401(k) Rookie of the Region Award• Selected to attended Advanced Sales & Leadership Trainings• Chosen out of 400 Reps nationally, to be the Guest Trainer in Rochester, NY-HQ for new training class May, 2010• Attended 3 weeks of 401(k) & FSA Sales training in Rochester, NY Headquarters • Prospect new clients via daily telemarketing, bypassing Gatekeepers, and meeting with business owners and decision makers.• Built solid relationships with local Financial Advisors, creating a trusting partnership to refer new business back and forth. Educate them on not only 401(k) plan details, but also Fee Disclosure, 3(38) Compliance, and investment portfolios to best suit our client’s needs.• Customized investment portfolios for clients and help Financial Advisors coordinate investment choices through the Paychex platform.• Visited 12-15 clients/week in their place of business, analyzing the prospect’s needs and interests, determining with products are the best fit for them, and closing the business.• Performed 1-2 Employee enrollment meetings per week, educating and informing them of how to make positive choices and changes for their future.• Conducted American Institute of Certified Public Accountants/ AICPA seminars to local CPA’s for their ongoing credits.• Performed quarterly seminars to local clients, looking for fulfill their benefits needs.• Built strong relationships with internal members of my organization to exceed customer service expectations; Approached all customer projects with a “team selling” strategy. Show less

  • HR & Benefits Representative

    Jan 2015 - Jan 2016

  • District Sales Manager for MN/WI - HRS Division

    Jun 2013 - Dec 2014

  • HR & Benefits Representative

    Nov 2008 - Jun 2013
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  Trinet soi

  Jan 2016 - Jul 2017

  Professional employer consultant- risk strategist

  I worked with Small and Mid-sized businesses owners to eliminate their overall employee related risk. My strategic approach allowed my clients to become more profitable while giving them more time to focus on growing their business.In addition to helping my clients eliminate their employee related risk while assisting with their overall profitability, I also helped:1. Lower Workers Compensation premiums and eliminate audits.2. Minimize employee turnover 3. Reduce Health Insurance Premiums & eliminate the risk associated with Medical Claims4. Protect from Workplace Lawsuits 5. Administer State, Federal & Affordable Care Act Compliance 6. Enhance local HR Support7. Streamline all employee related functions, reporting and tasks onto one easy platform.8. Stabilize and lower all costs associated with having employees.9. Implement and Administer company retirement plans. Show less

• 

  Mutual of america

  Jul 2017 - Aug 2023

  Account executive

  Mutual of America has specialized in providing retirement products and related services to organizations and their employees, as well as individuals, for over 70 years. As a mutual company, we do not have stockholders and are not publicly traded. We operate solely for the benefit of our customers, managing the Company for their long-term interest, rather than for the short-term demands of stockholders.Since 1945, Mutual of America has remained committed to offering plan sponsors, plan participants, and individuals carefully selected, quality products and services at a competitive price and the personal attention they need to help build and preserve assets for a financially secure future. Integrity, prudence, and reliability are the values that have guided us since our inception and that continue to serve us and our customers well. For more information, please visit us at www.mutualofamerica.com Show less

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  Onedigital

  Aug 2023 - Jun 2024

  Retirement plan associate
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  American fidelity

  Aug 2024 - Jan 2025

  Account manager
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  Paychex

  Jan 2025 - now

  Hr services consultant