Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Nick Di Maio

Denver ,CO

Summary

Goal-oriented Sales Executive in Retirement Services. Proven leader with excellent salesmanship, negotiation and closing skills. Known for being passionate about the Retirement Services industry with a deep understanding of the industry.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Retirement Services Sales Executive

ADP
07.2024 - Current
  • Lead a high-performing sales team across Colorado, Utah, Oregon, and Washington to achieve and exceed sales targets selling Retirement products. (10 direct reports, 3 in-direct reports)
  • Coach team members through 1:1s, team meetings, and trainings, providing guidance on sales techniques, product knowledge, and effective client engagement strategies.
  • Foster strong relationships with Centers of Influence (COIs) such as financial advisors and CPAs, to drive referral opportunities and strengthen business partnerships.
  • Collaborate with cross-functional business units (Payroll Division, PEO, health and benefits, etc) to create strategic partnerships that drive referral business and optimize sales processes.
  • Manage sales forecasts for senior management on a weekly and monthly frequency
  • Developed and executed staffing strategies to support growth targets
  • Execute the responsibilities, oversight, and reporting of a licensed series 26 financial principal

Retirement Services District Manager

ADP
06.2020 - 07.2024
  • Consistently achieved or exceeded monthly, quarterly, and annual sales targets
  • Developed and maintained strong relationships with COIs
  • Partnered with the Payroll Division to develop strategic referring relationships to drive business
  • Acted as a trusted expert in business sponsored retirement plans guiding clients to the suitable product and plan design for their situation
  • Mentored 2 other RSDMs to help with their development as a stretch assignment

District Manager - Small Business Services

ADP
04.2018 - 06.2020
  • Consistently achieved or exceeded monthly, quarterly, and annual sales targets
  • Consulted business owners on the best payroll/HR solutions for their business
  • Developed and maintained strong relationships with COIs, specifically CPAs and bankers
  • Mentored several other Payroll DMs to help with their development as a stretch assignment
  • Completed Leadership Development Training
  • Earned the "Payk" role (This is when ADP sponsors you to get your Series Licenses to sell retirement products as a tester role before getting promoted into Retirement Services full time)

Education

Bachelor of Science - Marketing

Northern Arizona University
Flagstaff, AZ
01-2014

Skills

  • Leadership
  • Professional development
  • Strategic Planning & Vision
  • Expert in company sponsored retirement plans

Accomplishments

3 Time ADP President Club Qualifier and "Elite" Performer

Certification

  • Series 6
  • Series 63
  • Series 26

Timeline

Retirement Services Sales Executive

ADP
07.2024 - Current

Retirement Services District Manager

ADP
06.2020 - 07.2024

District Manager - Small Business Services

ADP
04.2018 - 06.2020

Bachelor of Science - Marketing

Northern Arizona University
Nick Di Maio