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My ultimate responsibility is to each Franchisee in my territory; to provide advice, assistance, support, training and leadership. With the heart of a teacher and a servants attitude I am motivated by helping small businesses and owners attain their wildly important goals. Leveraging more than 20-years experience Sales Training, Business and Marketing Consultations, I partner to identify and plan the tactics that make up a successful business strategy. I value partnership and buy-in for solutions.- CORE COMPETENCIES -• Entrepreneurial Leadership Style • Team Player • Integrity & Dedication• Positive Mentor & Coach • Facilitator • Sales Training• Strategic Planner • Creative • Analytical- CAREER HIGHLIGHTS -• SERVPRO - Consistent growth of assigned markets with gross sales since 2019 of $37.5M for 2020 (up 17%), $60.8M for 2021 (up 61.9%), $62.8M for 2022 (up 3.4%) and $84.7M for 2023 (up 34.8%).• Provide tailored support of owner needs by providing tactics from employee retention to acquisition of additional licensed territories.• Meet on-site with owners on a bi-monthly basis to review financials, sales metrics, office process metrics and progress toward franchise goals.• Plan and facilitate Area Meetings in the first and third trimester to communicate state of the region and plans for moving forward, providing vendor opportunities that align with regional needs and facilitate ownership peer discussions.• Virtual meetings between site visits to monitor AR, Cycle Times, Carrier Relationships and metrics, and owner concerns.• Supported successful roll out of latest business application to better track production of mitigation and construction jobs, cycle times and job file notes, replacing a proprietary/legacy system.• Coaching of staff for Marketing and Office best practices and cultivation of online reviews/customer experience.• Allstate - Managed a Direct Mail program to improve quote volume and production resulting in a 50% quote volume increase and 40% production increase over prior year.• As Lead Sales Instructor for Insurance Producers, coached participants to operate independently. Graduates from the Sales Producer University program consistently produce average production lift of 29% over their peer group with lower turnover.• Responsible to create and facilitate a FINRA licensing exam prep course for agents, and ultimately attained a fully aged pass rate of > 95%.• Brookdale - Directed Marketing Strategies for successful rebranding of approximately 100 Senior Living communities acquired through merger.
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Principal OwnerConsultationNashville, Tn, Us
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Franchise Business ConsultantServpro Industries, Inc. Mar 2017 - PresentGallatin TennesseeProvide on site and virtual field support, leadership and assistance to SERVPRO Franchise Owners for Oklahoma, West Texas and New Mexico. Support of business analytics and tactics to meet franchisee goals and alignment with franchisor initiatives.Develop franchise ownership opportunities within the territories. -
Principal OwnerCustom Sales And Marketing Plans That Work Oct 2009 - Apr 2017
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Central Division Director Of Field Marketing StrategyBrookdale Senior Living Solutions Dec 2014 - Apr 2016Brentwood, TnServe as a bridge between field leaders and home office marketing associates, listening, understanding and partnering to achieve Brookdale objectives with maximized value for spent marketing dollars. Balance between standardized and customized marketing activities with the objective to efficiently deliver adequate qualified leads for our sales partners. -
Marketing And Sales Education ConsultantAllstate Insurance Company Sep 2001 - Nov 2014Nashville, TnFocus on supporting Agency Principals to take full advantage of Corporate Marketing and incentive programs to meet individual agency goals. Involves matching specific tactics to agency goals and measurement to gauge adoption. -
Marketing Unit Manager - TapAllstate Insurance Company Feb 2011 - Sep 2011Manage Marketing Programs and Consultations for five state region designed to help agency owners grow their business and retain their current customer base.
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Marketing Consultant - TapAllstate Insurance Company Jun 2010 - Jan 2011Nashville, TnCurrently involved in Marketing Consultations with Allstate agency owners, leveraging corporate programs for use within the agency in alignment to their respective goals. SpecialtiesMarketing Programs for Agency PrincipalsSales Education involving product knowledge and sales process.FINRA Series 6, 63, 26, and 51State of Tennessee Property and Causalty, Life and Health
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New Product Development Manager - TapAllstate Insurance Company Oct 2009 - May 2010Northbrook, IlProgram consists of three projects, eight months each in duration. Project one is the Marketing side for new product development and implementation. This involves identifying customer needs and values then building innovative products and features which meet those needs and differentiates Allstate in the marketplace. Cross departmental work to ensure product design, communication, and launch to the agency force.Projects include Telematics auto use measurement, Savings Reports for Policy Holders, Protection Review processes for agents and customers, and Paper Check Replacement. This project concluded June 2010.
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Senior Sales EducationAllstate Insurance Company 2006 - 2009Allstate Sales Producer University. Work with 5 – 8 Agency Staff over an 8-week period with a focus on developing staff to be fully independent in regard to Property and Casualty product sales, marketing, and administrative duties. Graduates of the 8-week program are consistently producing an average of 29% lift over their peer group of staff that had not participated in the Sales Producer University.• Curriculum refinement with a focus on the class dynamics• Management of Staff during the 8-week program• Demonstration and coaching of sales processes for Auto and Home products• Coaching during the Live Call portion of curriculum and post graduate follow-up to ensure long term process development and success2001 to 2006Training of Exclusive Agent’s, staff, and Exclusive Financial Specialists in the 5 state Southern Region for sales processes, insurance products, and NASD licensing exams. • Facilitation of a series of 3 Producing on Purpose courses for agents and staff• Facilitation of Binding Authority for Life and Health, and Property and Casualty• Facilitation of Personal Financial Review training for Exclusive Financial Specialists (Proprietary Sales Process)• Facilitation of Phase 1 course granting Allstate production affiliation• Fixed and Variable Product training (Life Insurance, Annuities, Mutual Funds)• NASD Series 6, Series 63, Series 26, and Series 51 course creation and facilitation for 5 state region
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Senior Pension Benefits ConsultantMetlife/Bankers Trust Company 1992 - 2001Liaison with software provider. Researched and communicated tax law changes. Supported recordkeeping and phone team personnel.Designed and facilitated training programs to communicate Defined Contribution Plan industry updates to 200+ employees.Logged and follow-up of system anomalies with outside provider.Created "Fact Sheets" relating to Internal Revenue code amendments.Assisted with Defined Contribution Plan mergers.Created Study Guide for NASD Series 6 and Series 63 licensing exams.Facilitator of Society of Professional Administrators and Recordkeepers program.Developed, implemented, and maintained a Self-Directed brokerage fund for a 70,000-life retirement plan.
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Tax SpecialistMetlife/Bankers Trust Company 1993 - 1995Analyzed and communicated specific plan inquiries for phone teams and clientsMember of Strategic Action Team to consolidate administrative duties from phone teams to a centralized group.Created and facilitated New Hire training classes.Compiled Unemployment Compensation Amendment of 1992 review.Ongoing Tax Law review and Employee training as needed.
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Operations SpecialistMet Life/Bankers Trust Company 1995 - 1997Managed seven full-time staff and four temporary staff for timely completion of administrative tasks.Timely and accurate processing of participant information for 135 large corporate 401(k) plans representing 8,000 to 200,000 participants.Developed procedures for phone team center administrative duties to improve efficiency and integrity.
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Customer Service RepresentativeMetlife/Bankers Turst Company 1992 - 1993Handled employee inquiries regarding their individual accounts for a large corporate Defined Contribution Plan.Prepared monthly billing and performance reporting for a 170,000-life retirement plan.Answered detailed participant inquiries relating to the company sponsored plan.
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Trust AssistantSovran Bank/Bank Of America 1989 - 1991Responsible for transaction processing of 130 Thrift Plans ranging from 15 to 1,000 participants.Deposited contributions and loan payments for investment.Completed promissory notes for plan loans.Reviewed quarterly plan statements for accuracy.Communicated daily with benefits personnel of respective clients.
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Recordkeeping AssistantNational Bank Of Detroit/Bank One 1987 - 1989Recordkeeping for 12 quarterly valued Profit Sharing Plans ranging from 25 to 200 participants.Processed company contributions, loan payments, and participant statements.Allocated contribution and integrated contributions.
Bill Zandi Skills
Bill Zandi Education Details
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University Of MichiganBachelor Of Arts
Frequently Asked Questions about Bill Zandi
What company does Bill Zandi work for?
Bill Zandi works for Consultation
What is Bill Zandi's role at the current company?
Bill Zandi's current role is Principal Owner.
What is Bill Zandi's email address?
Bill Zandi's email address is bi****@****ate.com
What is Bill Zandi's direct phone number?
Bill Zandi's direct phone number is (855) 350*****
What schools did Bill Zandi attend?
Bill Zandi attended University Of Michigan.
What are some of Bill Zandi's interests?
Bill Zandi has interest in Social Services, Economic Empowerment, Civil Rights And Social Action, Poverty Alleviation, Human Rights.
What skills is Bill Zandi known for?
Bill Zandi has skills like Insurance, Fixed Annuities, Life Insurance, Series 6, Long Term Care, Employee Benefits, Series 63, Property And Casualty Insurance, Retirement Planning, Leadership, P&c, Marketing Strategy.
Who are Bill Zandi's colleagues?
Bill Zandi's colleagues are Joseph Cunningham, Kevin Neilson, Mario Urdaneta, Austin Mallory, Brendan Stroh, Bonnie Cannie, Jordan Contreras.
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3bellsouth.net, gmail.com, allstate.com1 +161055XXXXX
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Bill Zandi
Malvern, Pa1gmail.com3 +161055XXXXX
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