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Relationship Management Business Development Product & Market Analysis

Consultative Sales Compliance Management Budgeting Strategic Planning

         Trusted advisor with excellent strengths throughout the complete sales cycle; specialization in retirement planning, investment strategies, life/health insurance, and group benefits.

         Consummate skills in provider research, comparison, selection, monitoring, and reporting.

         Extremely well-versed in ERISA and non-ERISA plans including funding, documentation, reporting, fiduciary matters, compliance, and administration.

         Proficiency in assessing clients needs, offering appropriate solutions, providing education and information, and delivering top-notch service, essential to maximizing satisfaction and retention.

         Skilled at coordinating projects and programs to augment marketing, training, and business operations.

         Adept at hiring, training, aligning, and mobilizing peak-performing personnel committed to goal attainment.

         Able to analyze emerging products and market trends to plan sales strategies, promote products, and optimize competitive positioning; deliver compelling sales presentations to key decision-makers.

         Excel at strategic planning, business analysis, workflow optimization, and profit maximization.

TIG Advisors (formerly The Insurance Group), 2016 to Present

Advisor, Retirement Lead and Compliance Officer

         Apply dynamic leadership talents toward assisting, empowering, and mentoring advisors on retirement plan opportunities while diligently incorporating best client fiduciary practices.

         Oversee small group of retirement plan clients, guide group benefits producers and staff in servicing complex welfare accounts, and serve as subject matter expert in ERISA matters and compliance issues.

         Methodically perform financial analysis of larger renewals and negotiations, and proactively research PBM industry activity to uncover driving factors to Rx increases.

         Coordinate weekly email newsletters for clients to share information and maintain positive relationships.

         Orchestrated informative email marketing campaign to promote Chamber s new benefits plan.

         Assembled detailed benefits compliance manual to serve as helpful online resource for team members.

Self-employed. 2015

Benefits Consultant

         Maintained client base while concurrently serving as full-time caregiver.

Edward Jones, 2013 to 2014

Senior Product Specialist, Retirement Plans

         Charged with existing book of corporate business exceeding $4B across 3,500+ plans; formulated training program for department, and provided high-impact industry expertise to departments such as legal, field supervision, retirement services, and product review.

         Ensured unified business development efforts as corporate relationship manager between Jones and MassMutual for group retirement products and related investment offerings.

         Held role as lead consultant to field financial advisors on larger, complex retirement plans resulting in multiple new sales and excellent client retention.

Continued ►

Roger Idel -- Page 2 of 2

WealthPlan Advisors, 2011 to 2013

Retirement Plan, Investment and Welfare Consultant

         Produced strong revenues for agency by exhibiting outstanding talents in client consulting with an emphasis on retirement plans, investment analysis, and fiduciary governance training for clients.

         Championed business development initiatives to amass $45M+ of plan assets under advisement.

         Proficiently administered plans totaling $150M+ in assets to generate significant savings for clients.

         Project-managed website revamp to enhance Internet traffic, seamlessly introduced fee benchmarking services, and held accountability for nurturing relationships with clients and product/services providers.

         Efficiently steered group benefits design, consulting, and brokering for self-insured welfare clients.

Charles L. Crane Agency, 2006 to 2009

Director / Supervisor of Benefits Department

         Shepherded acquisition and retention of key retirement and group benefit accounts while maintaining collaborative vendor and partner relationships and ensuring quality of financial contingency programs.

         Built and led new benefits marketing and servicing department to improve client service and satisfaction, and implemented benefits management system including creation of workflows and procedures.

         Advised advisors and clients in interpreting and understanding fiduciary responsibilities, plan administration issues, funding alternatives, and prudent marketplace options.

         Successfully fueled department revenues by 20%+ in 2007 and 2008, and 11%+ in 2009.

         Considerably streamlined operations and reinforced policy continuity by accelerating renewal timing and turnaround of proposals by 97%+.

         Played an integral role in all areas of agency operations spanning budget development, marketing, staff training, strategic planning, forecasting, competitive intelligence, and reporting.

         Secured additional $108K of revenue from self-initiated audits of carriers contingency programs.

RSM McGladrey Retirement Resources, 2005 to 2006

Regional Director

         Proactively expanded market share by researching, analyzing, pursuing, and opening new distribution channels encompassing agents, brokers, and benefit consultants.

         Joined forces with firm s accounting and tax professionals to promote and effectively position retirement plan and related investment solutions to clients.

         Positively impacted firm s revenue growth by retaining customers through next-gen product conversions.

Principal Financial Group, 1988 to 2005

Field VP of Sales

         Spearheaded sales and administration of ERISA plans including retirement, ancillary, medical, and voluntary worksite programs.

         Rapidly earned five progressive promotions in recognition of dynamic performance, assuming increasing accountability across production, retention, and management.

         Consistently ranked among top 20% producers in respective category and won multiple sales contests.

         Helmed daily operations at regional sales and service office including delegating assignments, hiring and mentoring new staff, conducting performance reviews, determining budgetary needs, and nurturing key relationships.

         Strategically expanded distribution channels in territory to include broker-dealers, RIAs, TPAs and national consulting firms, and forged cooperative working relationships with plan sponsors, trustees, benefit committees, advisors, and senior leadership.

         Earned Trusted Advisor status from clients as well as intermediaries based on consistently penetrating new accounts, outpacing others in cross-selling, and delivering exemplary performance in client retention.

Bachelor of Arts, Accounting; Economics and Business Administration (dual major), Westminster College

Certified Employee Benefits Specialist (CEBS)

Group Benefits and Pension Training, Aetna and Principal Financial Group

Series 7, 63 & 65 Licensure for Securities; Life, Annuity & Health for Insurance

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INSERT DATE

NAME OF PERSON HIRING

TITLE

NAME OF ORGANIZATION

ADDRESS

CITY/STATE/ZIP CODE

Dear __________________:

I am currently seeking a challenging career opportunity as a (INSERT TARGET JOB TITLE) and am submitting my resume for your review. In advance, thank you for your time and consideration.

I bring to you a solid background in sales and operations management, proven expertise in business development and client relations, and excellent capabilities in driving revenue growth and client retention levels. My vast experience across financial services, client engagement, team leadership, compliance, and community networking would enable me to effectively transition into your company and garner immediate results. I am often regarded as the subject matter expert in group benefits and retirement plan products, and excel at mentoring and guiding less-experienced staff. To complement these qualifications, I offer sharp analytical, budgeting, strategic planning, and rapport-building skills which are essential in a (INSERT TARGET JOB TITLE) role.

As an influential addition to your team, you will find that I am greatly positioned to guide (INSERT NAME OF COMPANY) in not only attaining, but exceeding its goals. I am eager to discuss how my qualifications uniquely match your current and future needs, and look forward to interviewing with you soon.

Sincerely,

Roger Idel