John D. Reed, Clu® Email & Phone Number

Greater Pittsburgh Area

Established and developed financial planning and service firm. Firm focuses on consultive planning for retirement and long-term care scenarios, as well as comprehensive personal financial needs. Special focus on income planning strategies for retirement and state partnership coordination for LTC asset protection. Acquisition of clients achieved through seminar presentations and personal referrals.

Greater Pittsburgh Area

Responsible for all aspects of revenue generation from financial planning efforts, with particular emphasis on fee-based planning practices. Identified client acquisition and retention opportunities, and developed segmentation strategy for implementing and maximizing on these opportunities. Initiated new planning models, paraplanning practices, and software upgrades. Established financial planning as baseline practice for all firm activities. As a part of management business planning, identified, recruited, and trained planning advisors.

Western Pennsylvania

Developed and executed financial plans and products targeting the agricultural community of western Pennsylvania. Consulted with business owners and individuals to identify wealth opportunities and develop supportive strategies to maximize investment and insurance efforts in the target market. Analyzed market’s financial strengths and weaknesses to determine best financial concepts and products for the market. Initiated and implemented coaching program for developing lead generation and referrals

Greater Pittsburgh Area

Formulated and executed marketing and contracting plans to bolster revenues and forge strong, productive relationships with regional advisors. Participated in business planning practices for facilitating development, preparation, and presentation of competitive proposals, detailed illustrative case examples and comprehensive product training.

San Fransisco Bay Area, Chicago, Indianapolis, Greater Cleveland Area

Directed all aspects of division sales and operations for multiple divisions and locations of leased operator in major retail markets. Full P&L responsibility with direct reporting to corporate and client senior management. Planned and executed highly-focused and cost-effective marketing, merchandising, and advertising campaigns. Led, trained, and motivated team of 85 sales professionals across 15 remote locations in product knowledge and customer acquisition and retention. Managed business planning processes, vendor relationships, corporate communications and oversaw security / loss prevention programs.

Bachelor Of Business Administration (B.B.A.), Marketing/Marketing Management, General Business Management

Chartered Life Underwriter (Clu)

The American College provides education for securities, banking and insurance professionals. The Chartered Life Underwriter® (CLU®) is.