Scott Bigley, Cfed Email & Phone Number

Atlanta, Georgia, United States

Houston, Texas, United States

We are the world’s second-largest business referral organization but the only one with paid professionals and state-of-the-art technology bringing busy business owners and decision-makers together with a once-a-month commitment. Since 2014, business owners can participate in monthly meetings that will always focus on the member.

Florida Office, Tarpon Springs

• The Heartland Institute assists organizations that offer qualified retirement plans to employees the ability to meet the ERISA required educational mandate which states in effect;"Companies that sponsor retirement.
• We are dedicated to empowering organizations and theirpeople through financial education.
• Our focused education is provided by experienced financialprofessionals who are recognized by The Institute as qualifiedinstructors.
• All of these individuals have earned the CFEd® designation– CFE Certified Financial Educator® the first registeredcredential of its kind.The ability to help your employees better understand financial choices, plan for.

Tarpon Springs, FL

• Acted as Team Lead directing the activities of two subordinate individuals.
• Managed and directed activities of field trainers responsible for providing all sales training activities to field force of 1600+.
• Established communication standards between National Sales Trainers and home office personnel.
• Developed monthly activity standards for National Sales Trainers and reporting procedures.
• Established monthly rotation schedule for all National Sales Trainers which led to a “3 out/1in” rotation schedule thus leveraging personnel and resources.
• Created an evaluation metric for use by all National Sales Trainers.

Increased total organizational revenue by 12% in first six months.Responsible to manage annual operational budget of $3,000,000.00Direct daily sales, management and operational functions for six office firm. Lead firm training functions for 20+ representatives.

• Maintain and service existing business relationships within assigned territory contributing to organizational revenue generation of $5 million in life insurance sales and $252 million in annuity sales within in the.
• Develop new business relationships by providing business coaching to 200 top producing representatives resulting in a revenue increase of 12%.
• Manage annual travel and promotional expense budgets of $36,000.00 within prescribed corporate guidelines.
• Represented the organization at several national and regional trade shows and conferences resulting in product introduction and training to over 2000 representatives from the financial services industry. Acted as.

• Managed all aspects of organizational training functions.
• Developed 5 core training sessions utilized throughout the organization and credited with increasing revenues system wide by 33%.
• Scheduled and facilitated 12 major training events in 6 separate locations reaching 3000 financial services representatives.
• Developed and presented core curriculum for World Group Securities national sales conference to their top 500 producers.
• Managed the production and publication of over 5000 supplemental training materials.
• Worked with organizational Vice President to develop and adhere to departmental budgets.

• Generated total sales volume in excess of $2.5 million by providing financial planning services to 300+ families and 100+ independent business owners. • Experienced a 42% increase in generated leads by conducting multiple client informational seminars and workshops, resulting in increased close ratios per leads generated.• Licensed through Mass Mutual.

B.S., Administration Of Justice

Bachelor Of Science (B.S.), Educational, Instructional, And Curriculum Supervision