J.D. Miller Email & Phone Number

Boise, Idaho Area

• Maintained existing client base and built a comprehensive new prospect list and market plan for large scale health plans.
• Developed a marketing plan that included participating in local organizations, trade-shows, and networking
• Laid foundation for 2-3 year sales cycle leads including the fine tuning of a company prospect list and qualification of 75+ companies with information about their existing carrier, effective date, and decision-makers

Boise, Idaho Area

• Managed client development in a territory covering Eastern Oregon and Western Idaho.
• Developed marketing techniques that grew revenue & built the client base
• Planned and scheduled 100+ client meetings across 2 states to ensure updates on policies and improvements in coverage's annually.
• Exceeded monthly growth goals by an average of 33% over a 16 month period
• Ranked in the top 10% of 64 similar managers in the region
• Developed 2 new sales prospecting techniques that grew the database of client prospects by 20% over 6 months, plus generated new sales and $25K of additional revenue

Boise, Idaho Area

• Provided advice and planning on long term care insurance, retirement & estate strategies, trusts, employee benefits & and business legacy plans in ID, CO, NV, and FL.
• Awarded as the leader in long term care policies in an agency of more than 30 advisers.
• Implemented a new sales process, supervised the field development of 12 new advisers, & created content for a 2 hour weekly sales training session

Boise, Idaho Area

• Helped large, high-end business clients develop long term financial strategies that included retirement planning, tax advantaged strategies, insurance and business planning.
• Created & implemented new marketing strategy including mailers and strategic client educational events that led to the addition of 5 new company retirement plan sales & $40K+ additional revenue
• 1 of 4 representatives selected to guide new agents in their on=boarding & initial sales training
• Assistance with Business & Legacy Planning through education led to $40K in additional revenue
• Increased assets under management by more than $3M in less than 2 years
• Increased book of business to 100+ clients within 2 years, & was recognized for being in the top 20% of producers

National Parks In North America, Chile & Argentina

• Managed a successful business that included sponsoring & guiding fly fishing expeditions in the Rocky Mountains, Grand Canyon, Yellowstone, Eastern North America, Argentina, Arizona, and Chile.
• Developed marketing strategies & materials as well as authoring informative articles for nationally publicized fly fishing magazines
• Gave presentations to groups of several hundred people at sportsman's shows & fly fishing clubs in 20+ states on fly fishing
• Developed a website and created content that generated 4,000+ individual registered users that was sold after 2 years
• Developed & led guiding expeditions in Chile, averaging $8K per person during the recession
• Managed all bookings and permitting for 6 guides every day for 600+ trips per year, including the handling of compliance with government agencies for regulations on the number of trips