Scope to Impact

In the role of Business Development Officer, I assembled a nationwide team to execute a business development strategy for an international, fraternal insurance and investment firm. This strategy generated $80 million in revenue and led to thirteen new offices opening in less than three years.

Accomplishments

• Consolidated marketing and sales spending into the one $1.5 million budget in an effort to align all offices, and increase the quality and effectiveness of all marketing expenditures

• Achieved alignment from leadership on joint goals and proposed marketing and business development plan, which included hiring and training a cross-functional team to support execution

• Reengaged fraternal leaders and agents by:

  • Executing a fraternal event strategy to increase brand recognition and market share

  • Training fraternal agents in consultative (need-based) selling

• Designed and developed sales incentive programs and a new lead generation strategy