How I can help you

I can help improve your organization's performance in areas of marketing, sales and client service. As marketing, sales and client service executive for 43 years, I helped countless organizations improve the quality and effectiveness of their group insurance and retirement savings programs to attract and retain motivated employee-stakeholders to reach their goals. The plan sponsor prospects I personally developed, sold to and retained, as highly referenceable clients, were a diverse group of corporate, governmental, Taft-Hartley and not-for-profit plan sponsors in nearly every avenue of commerce. These organizations ranged in size from small entities (10 or more employees) to large Fortune 500 companies, as well as national and regional hospital systems and charitable organizations with many thousands of employees. Additionally, mid-career I had a four-year rotation from retirement (ERISA) investment sales and service in the field in New York City to the Investment Management Group headquarters of a major multi-line insurance company in Hartford, CT. In the Investment Group, I led the Business Development effort to attract new customers with (non-ERISA) assets for investment management, accounting and reporting services. Areas investigated included, Nuclear Decommissioning Trust Funds of Public Utilities and domestic and off-shore risk-based assets for Captive Insurance Companies, Risk-retention Groups, Joint Underwriting Associations and Insurance Guaranty Funds. ?While there, I developed business plans, conducted market research, analysis and marketing/sales presentations that tested the plan with prospects in the field. After thorough investigation, I recommended that activity be suspended on these initiatives due to lack of competitive advantage and late market entry vis a vis other providers that already served these markets. AREAS OF EXPERTISE: - Targeted Marketing Sales Strategy, Planning and Execution - Direct Prospecting and Telemarketing - Consultant, Intermediary and Influential Development - Executive Presentations, Marketing Material and Sales Aids - Client Service, Conservation and Cross-Selling - Business Development and Market Analysis for new markets, customers, products and services
Areas of Expertise
  • Accounting & Cash Flow
  • Marketing, Public Relations & Sales

Industry Experience
  • Finance & Insurance

Robert A Ierardi

Communication Methods

  • In Person