Fred Schwartz Email & Phone Number

Doylestown, Pennsylvania, United States

Launched boutique firm specializing in financial, retirement and income planning. Manage life insurance and annuity book of business; direct team of 4 in marketing, customer service, business case design and sales. Drive business development and sales revenues through cold calling, prospecting and networking at community organizations, senior living facilities and chamber of commerce events. Routinely present financial educational events and seminars at recreation centers, community colleges and local schools. Key Contributions• Grew sales by 20% YOY in spite of COVID. • Implemented targeted marketing strategy at educational events, catapulting attendance and revenues.• Enhanced digital communications with customer base, generating an uptick of 25% in referral business.

Boca Raton, Florida, United States

Recruited for expertise in sales, marketing and AUM. Charged with opening up new satellite office in Boca Raton to deliver policy revenues. Created best practices, business processes, KPIs and success metrics for full range of insurance offerings, including life, health and disability. Networked way into community to cultivate relationships; identified clubs and associations to build customer business. Recruited and hired 8-member team of sales advisors; drove sales exponentially by leveraging targeted seminars to ultra-high net worth individuals.Key Contributions• Built entire sales infrastructure from scratch (from recruiting to onboarding to future up-sell), generating increased productivity, customer satisfaction and sustainable internal controls.• Cultivated strong network of referral business by gaining entry to Palm Beach Business Development Board and Tiger Bay Club.• Delivered go-to-market strategy, building team of qualified financial professionals, Reaching an all-time high.• Created sales training programs for showcasing product demonstrations, resulting in 25% close rate.

Ft. Washington, Pa

Directed comprehensive strategy, ensuring viable revenue streams, including creating 5-year roadmap, pricing, packaging, positioning and messaging processes, as well as delivering diverse financial services planning. Led, planned and executed organizational design, encompassing team of 10, ensuring successful execution and high-closure sales rate. Influenced value stream stakeholders; utilized telemarking, print and social media advertising and financial seminars to gain market presence. Key Contributions• Built all new sales team from scratch through networking and coaching. Increased sales from start-up to $6M in 18 months.• Created strategic marketing campaign targeting educational events at colleges, restaurants and businesses, driving business by 25%.

Ft. Washington, Pa

Managed team of 35 financial advisors and drove revenue for both commercial and individual policies. Achieved 25% growth annually due to implementing advanced staff training and aggressive marketing campaigns. Managed production goals; delivered training (one-on-one and group-based) in phone sales, new business development and networking techniques. Created special offer for disability insurance policy to healthcare professionals. Key Contributions• Reversed stagnant internal sales growth for sales reps. Personally recruited, trained and mentored new hires and established training programs, resulting in regional program and staff growth. Earned #1 Sales Team (out of 23) within Northeast region.• Exceeded all revenue and production for 4 consecutive years, earning Chairman Council Membership Award during 1st year.