Managing Partner
Current- Converted inbound cold leads into active and sold clients utilizing company CRM software and tools to efficiently document customer needs and overcome concerns.- Developed marketing material and processes including guides, website, and physical mailers.- Adapted to shifting market conditions by partnering with our Broker to create a turn-key retirement program for agents looking to exit the industry. - Collaborated with top-performing agents to refine our program, define target markets, and create a minimal viable product to launch in the marketplace.