Accomplished sales executive, with an artful sales process, that built a workplace financial wellness business from scratch, closing business-to-business (B2B) deals that provided wealth literacy to over 100,000 hard working Americans, and adding significant valuation to their financial knowledge. Successful track record in a fast paced, highly competitive, high-tech, startup environment, with limited resources.

Accomplishments include:

• Promoted to build out a national sales team of six sales representatives

• Staffed, trained and managed one inside sales representative

• Worked with product and strategy teams to pivot, develop, and plan a relaunch of financial wellness products

• Exceeded aggressive annual sales goals each year

• Developed product market fit and go-to-market strategy for enterprise financial wellness solution

• Staffed nationwide institutional sales team

If you are interested in more details of this candidate, please reach out to Ken Lubin @ klubin@zrgpartners.com