Jodi Egger Email & Phone Number

White River Junction, Vermont

Mystic, Connecticut

Tampa/St. Petersburg, Florida Area

Austin, Texas Area

Achieved highest occupancy of 98% for a 214 unit not- for- profit CCRC. Responsible for the training and management of the sales team. Continually working on the efficiency of policy and procedures of the department. Attune to managing a $500k + budget and proficient in analyzing ROI. Recently hired and working with new advertising agency with an emphasis on increasing the digital presence and establishing brand identity. • Entrance fees vary from $330K to $1.3M with average sales price of 700k• 12 months of consistent occupancy at or greater than 95%• Engagement and cultivation of the relationship with the sponsoring University• Oversight of community outreach program and professional referral relationships• Facilitation of brand refresh; inclusive of collateral revision, website updates, PPC program and social media presence

Houston, Texas, United States

Charged with managing occupancy levels for mid- size CCRC. Development of annual marketing plan; to include direct mail, email initiatives, community presentations, referral networking, Facebook and website updates. Review of community collateral to fall in line with brand initiatives. Responsible for leading the marketing team. Conduct visits with families to find responsible solutions leading to closed sales.• Top Net Gain for month of October- recognized nationwide • Increase of conversion ratio from skilled nursing (+16%)• Reorganization of staff to meet department needs; Implementation of new systems and processes• Effectively training and coaching staff on sales processes and best practices • Management of department budget• Attendance/ Participation of healthcare conferences and trade shows• Evaluation of marketing strategies ROI in the development of future planning

11065 Gatewood Drive Unit C-3

Serving clients on insurance and financial products to better prepare them in protecting their families and planning for the future; facilitate seminars; develop marketing strategies to enhance customer base through mailings, cold-calling, referrals and networking. Analyze investment portfolios, client quarterly reviews, risk tolerance and objectives; administer life insurance and annuity illustrations; in conjunction with solution analysis and saving strategies.• Sales Achievements: Life Concierge Achiever and Master’s Council Member• Series 6, 63, and State Insurance Licenses• Special Needs Trust Planning• Development/ Implementation of Personal Marketing/ Business Development Plan

Sarasota, Florida Area

Completed needs analysis with clients to determine the products that would be the best fit. Provided life, disability and long term care solutions.

Bradenton, Fl

Strategically planned, developed and communicated corporate vision to businesses, service clubs and community leaders through personal meetings, customized presentations and public speaking engagements. Worked with numerous local organizations/ companies to arrange tours/group activities onsite. Participated in community Health Fairs/Trade Shows. Negotiated contracts with vendors.• Developed, planned and implemented public relations campaign, successfully raising community awareness of corporate mission and expanding public participation. • Creation and distribution of press releases to local media sources.• Planning and execution of annual fundraiser: The Grape Escape. Secured financial support from individuals and corporations.• Tracked and processed fundraiser contributions ensuring that internal accountability standards were fulfilled.• Management of event volunteers and staff.• Grand Opening Task Force for sister community. 4 day event; over 12, 000 guests.• Integral in the development of quarterly marketing campaigns to increase visibility in the territory.• Conduct market research to keep our communities ahead of the competition and in front of key accounts.• Creation and implementation of resident referral and waitlist maintenance programs.• Maintained and submitted monthly expense reports to stay within set budget.