John Waugh
Benefit Plan Advisor | Retirement Plans, Benefit Administration, & Insurance | Client-centered Growth and Data-driven Sales Leader
- Role
- Benefit Plan Advisor at Mers Of Michigan
- Location
- Lansing, US
- LinkedIn followers
- 500 followers
About John Waugh
Helping Michigan municipalities by providing retirement plans and supplemental programs…
Experience
Benefit Plan Advisor
Oct 2016 — Present · Lansing, MI, US
Participate in strategic planning and goal setting.• Responsible for all aspects of the sales cycle including consultation, plan design, proposal delivery, adoption agreements, onboarding, employee education and enrollment, coordinating transfer of plan assets, an ensuring data is accurately entered in CRM.• Use consultative sales techniques and needs analysis to design holistic, cost-effective retirement, and insurance solutions for current and prospective customers.• Educate plan sponsors on fiduciary duties, how to mitigate risk, streamline plan administration, and lower costs while also simplifying the investment management, education, and retirement planning process for participants. • Expand market share by adding 235 municipalities, 344 plans, and over participant accounts while consistently reducing investment management and plan administrative fees by 70-80%.• Provide customer-centric, high-touch relationship and account management resulting in a 93% satisfaction rate. • Grow revenue by generating $1.1 billion in new assets under management.• Provide product, investment, and sales training to staff.• Speak at conferences, trade shows, and deliver RFP finalist presentations.
Skills
- Business Process Improvement
- Publication Development
- Deferred Compensation
- Proposal Preparation
- Social Networking
- Actuarial
- Employee Benefits
- Long-Term Disability
- Window Valuations
- Fha
- 401a Defined Contribution Plans
- Licensing
- Customer Service
- Short Term Disability
- Retirement
- Training Facilitation
- Asset
- Supplemental Valuations
- Public Speaking
- Retirement Planning
- Outside Sales
- Rfp
- Employee Education
- Process Improvement
- Refinance
- Licensed Life and Health Producer in the State of Michigan
- Investments
- Gasb 45
- Negotiation
- Asset Transfers
- Microsoft Crm
- Non-Profit Experience
- Proposal Writing
- Permanent Life Insurance
- Union Contracts
- Account Management
- Actuarial Science
- 401k
- Pension Legislation
- Defined Benefit
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