Jeff Spain Email & Phone Number

Hired as a VP to lead successful agent recruiting and development of a sales team and expanding multiple distribution models. • Establish sales strategy and objectives by forecasting and developing annual sales targets, sales volume, and revenue for the Individual Under 65 and Over 65 market segments.• Developed agency quick-start and re-start initiatives in conjunction with a sales onboarding process: ▬ Created and implemented exclusive wholesaler repeatable model: Find, Fix, Focus, Grow. ▬ Identified key account to focus on for new business model. ▬ Revenue increased by 2Xs from 2014 to 2015 and again in 2016. ▬ Always hit sales goals and revenue budgets every quarter. ▬ Met or exceeded production and expense goals every quarter for past 6 years.• Expanded multiple distribution models through positioning, compensation, training, distribution and market strategy for all existing and new services.• Developed distribution for sale of business or IPO; sold to UHC (United Health Care) in 2019.• Developed sales strategies, training policies and procedures, retention programs, employee scorecards and field evaluation documents to achieve the following: ▬ Grew contracted agent base by 420% through effective recruiting efforts. ▬ Improved contracted to writing agent ratio by 20% due to effective agent onboarding process. ▬ Taught operations team and agents how to retain business; improved overall policy persistency by 25%.• Responsible for debt management, service standards, contracting, operational prioritization committee, corporate compliance and agent reviews. • Manages product marketing, revenue and expense budgets, bonus and incentive programs, development of a national distribution network of call centers, national marketing organizations, agencies, associations and carrier-to-carrier relationships. • Develop new business forecasts, track, changing trends, economic indicators, competitor efforts and supply/demand.

Lincoln, Nebraska, Us

Promoted to role of VP Sales after serving as a consultant for their Alternative Distribution Strategy Initiative. • Created and executed a national sales strategy including national marketing organizations, agencies and agents. Developed and executed a revenue and expense budget. • Created and implemented new exclusive wholesaler repeatable model: Find, Fix, Focus, Grow; ensured repeatable success in onboarding agents, agencies and call centers.• Developed and integrated a sales rep scorecard, KPIs, CRM, compensation plans, bonus plans, trip and field evaluation reports.• Created agency scorecards and performance metrics for contracting levels, including agency quick-start and re-start initiatives; increased number of writing agents vs. contracted agents: ▬ Surpassed production and application goals each year. ▬ Doubled the app count and revenue earned in 2013 and 2014. ▬ Increased number of writing agents by 20%.• Managed 12 direct reports while reporting to the SVP of Sales and Marketing.• Partnered with internal resources for underwriting, claims management, contracting, debt management, compliance and agent oversight.• Published several articles and served as guest speaker for several marketing groups annual meetings. • Active with NAILBA, LIMRA (member of the distribution committee), NAIFA, NAHU.• Certifications include: LMAP 360, CIC, CWCA, AFIS, AIS.

Bank and insurance agency start-up. Acted as investor with this organization and sold out in 2011. • Created and established a bank and insurance sales strategy and marketing plan. • Negotiated carrier contracts, hired a sales and support team and established sales compensation plans, expense and revenue budgets, performance metrics and a sales niche strategy. • Created an enterprise risk management and business continuity plan. • Implemented CRM and AMS 360 platform as well as instrumental in the design and layout of several agency and bank locations in Western Nebraska.• Agency and bank top producer with over $300K commercial and $200K life and health sales revenue within first year.• Developed a new team of 6 direct reports; reported to the Board.

Managed bank and agency in multiple roles with increasing responsibility: Agency Manager, Regional Bank/Agency Manager, VP Mergers & Acquisitions and VP Rocky Mountain Region. Responsible for 23 locations, 240+ employees and 48 producers. Managed revenue and expense budgets per location, compensation plans, performance metrics and sales training to drive performance and revenue.• Surpassed sales goals and was top VP each year.• Certified Wedge Trainer (P&C Program service/value-oriented model).• Evaluated 200+ agencies and acquired 28 agencies in OR, NE, ND, CO, MN, NM, CA, SD and UT; negotiated purchase price, staffing models, transitional teams and agency cultural integration.• Agency and bank manager with 25 employees in 4 locations; met or exceeded goal each year and wrote the largest SBA loan in Nebraska.

• Grew book of business from $120K revenue to $1M in 5 years.• Went from 3 employees to 7. • Sold to Bank of the West 2001.

Education record

Bachelor Of Science - Bs, Education

Doctor Of Chiropractic

Education record