Kim Purnell Email & Phone Number

Palm Bay, Fl, Us

United States

Regardless of whether you are a large company, a regional distributor, service focused retailer, or an independent entrepreneur, our mission is guide you in the development and implementation of digital communication strategies that can Identify, Target, Engage, Cultivate and Convert customer engaging opportunities into long term clients. While many marketing entities place their value proposition on price, underwriting and compensation, at Adaptive Marketing Group, we’ve developed tools, resources, and platforms designed for both financial services professionals and distribution channels to brand and implement campaigns unique to their markets.This strategy is built out of 25 years of experiences in the financial services industry, supporting and growing retail sales and wholesale distribution from the “bottom-up”, for nearly every independent, career, and institutional marketing organization from Maine to California. https://adaptivesolutionsgrp.wixsite.com/amgroup & www.LivingRoomLearningChannel.com

Southern Region

Insurance carrier and Intermediary distribution consultant providing expertise with either building-out and/or rebuilding highly successful wholesale distribution networks for both career and brokerage channels of insurance and financial service industry. Best practices with Identifying, Targeting, Engaging, Cultivating and Converting the appropriate insurance and financial services advisors for the appropriate distribution channel.

National Distribution- Florida Based

TRANSAMERICA LIFE INSURANCE COMPANY- REGIONAL SALES DIRECTOR – Dallas, TX 2009- 2015Managed strategic agency relationships within nationally recognized Independent Marketing Organizations:• Exceeded multi-million dollar annual sales objectives and goals year after year. • Engaged in Point of sale & virtual sales support to advisors and their clients of Institutional Accounts, BGAs, Banks, Wires, and Regional/National Broker-Dealer firms. • Collaborate with third-party intermediaries, institutional and national accounts supporting financial accounts such as MetLife, John Hancock, Northwestern Mutual, Allstate, Ameriprise, etc., with joint marketing campaigns that significantly increasing sales of non-proprietary insurance sales within these organizations. • Advanced Internal Wholesalers marketing initiatives that effectively identify and prioritize targeted key accounts, financial advisors and brokers that resulted in increased insurance sales. • Developed and executed complex analytical business tools, contact relationship management systems, innovative marketing concepts, and tactical product positioning insights that were implemented throughout the divisional sales team and numerous distribution channels.• Effectively managed corporate travel, marketing resources and budgets for an extensive territory and large national accounts that extended coast to coast.

METLIFE INVESTORS- REGIONAL SALES VICE PRESIDENT- Irvine, CA 2002-2008Territorial Sales Vice President that increased sales from $13 million annually to over $60 million annually from 2002-2008. Recruited firms, negotiated contracts, production requirements, and profitably managed territory, agencies and budget within the Southern territory.

PRUDENTIAL FINANCIAL SERVICES- REGIONAL SALES DIRECTOR- LIVINGSTON, NJ 2000-2002Initiated essential distribution relationships that set the foundation of a start-up brokerage distribution channel.

Melbourne, Florida Area

GOLDENCARE USA- FLORIDA STATE SALES DIRECTOR – Plymouth, MN 1998-2000 Built an independent distribution network that exceeded over 500 general agents, personal producing general agents and brokers generating several million dollars of premium for GoldenCare Bankers United Long Term Care insurance. Territory: FL.

New Jersey And Florida

Unit Sales Manager for John Hancock General Agency - Recruit, hired, trained and managed sales team.