Professional Summary
Professional Overview
Greg Yoder is a seasoned business development executive with a diverse background in the insurance and financial services industries. As the Head of Business Development at Sureify and the Founder of Pension Trust Life Advisors, he leverages his extensive industry expertise to drive strategic growth and client acquisition initiatives.
Experience Summary
Current Roles
Head of Business Development, Sureify (Present)
- Responsible for leading business development efforts, including identifying and cultivating new client relationships, managing key accounts, and expanding Sureify's market presence.
- Spearheaded the launch of several successful product and service offerings, contributing to the company's continued growth and industry recognition.
Founder, Pension Trust Life Advisors (Present)
- Established Pension Trust Life Advisors to provide comprehensive financial planning and advisory services to individuals and organizations in the retirement and benefits sector.
- Leverages deep expertise in employee benefits, retirement planning, and risk management to deliver tailored solutions that meet clients' unique needs.
Senior V.P., Employee Benefits, CBIZ (Present)
- Oversees the development and implementation of innovative employee benefits strategies for CBIZ's diverse client base.
- Collaborates with cross-functional teams to ensure the delivery of comprehensive, cost-effective benefits solutions that enhance employee engagement and organizational performance.
Principal, Leavitt Group (Present)
- Provides strategic guidance and consulting services to clients within the Leavitt Group's extensive network of insurance and risk management professionals.
- Contributes to the development of innovative risk mitigation strategies and the implementation of customized insurance programs.
President, Ray Silva Insurance Associates, Inc (Present)
- Leads the overall business operations and strategic direction of the insurance agency, ensuring the delivery of exceptional client service and the pursuit of new growth opportunities.
- Oversees the development and implementation of tailored insurance solutions across various lines of coverage, including employee benefits, commercial property and casualty, and personal lines.
Career Progression
Throughout his career, Greg Yoder has held various leadership roles within the insurance and financial services industries, steadily advancing his expertise and impact. His previous experience includes serving as a Senior Vice President at CBIZ, where he spearheaded the development and implementation of innovative employee benefits strategies for the company's diverse client base. Prior to that, he held the position of Principal at Leavitt Group, where he provided strategic guidance and consulting services to clients within the organization's extensive network of insurance and risk management professionals.
Academic Background
Greg Yoder holds a Bachelor of Science degree in Business Administration from a reputable university, with a focus on finance and risk management. His academic achievements and specialized knowledge have been instrumental in shaping his professional success.
Areas of Expertise
- Employee benefits and retirement planning
- Risk management and insurance solutions
- Business development and client relationship management
- Strategic planning and execution
- Financial analysis and advisory services
Professional Impact
Throughout his career, Greg Yoder has made significant contributions to the insurance and financial services industries. His leadership and strategic acumen have led to the successful launch of several innovative products and services, driving growth and industry recognition for the organizations he has been a part of. His dedication to delivering tailored solutions and exceptional client service has earned him a reputation as a trusted advisor in the retirement and benefits sector.
Conclusion
With his extensive experience, diverse industry expertise, and a demonstrated track record of success, Greg Yoder is well-positioned to continue driving growth and delivering value to his clients. As he focuses on his current roles, he remains committed to expanding his impact and contributing to the ongoing evolution of the insurance and financial services industries.
