Jon Freehill Email & Phone Number

Denver, Colorado, United States

Denver, Colorado, United States

Denver, Co | Irvine, Ca

Consulted with client leadership teams to build and curate engaging marketing strategies driven by data intended to reach their target customer. Created lines of sight between the client’s sales growth obstacles and significant time loss in acquiring viable sales leads. Delivered business reviews and previous sales recaps to facilitate valued solution-driven discussions on how best to move their business forward. Accelerated sales velocity by enabling the client’s salesforce to prioritize contacts, penetrate existing markets, and broaden their sales channel by editing existing marketing collateral with creative software.Set a regular cadence of client-facing meetings to acquire a deeper understanding of their ROI goals and generate customized business proposals.Broadened the client’s business reach by integrating data-driven solutions into their selling and marketing ecosystem to include banner ads, pay-for-clicks, email blasts, SEO, product/sales life cycle, social media management, publishing, and content creation strategies.Piloted advertising plans by researching current markets and trends to identify information needed to produce informed sales pitches and presentations.Tracked client interactions utilizing CRM software to produce reports of active deals in progress for companies.

Greater Houston

Recruited on a short-term contract to ramp up operations and position the company in front of ultra-high-net-worth clients. Produced complete and thorough financial planning analyses for clients with sophisticated advising needs, communicated results, and next steps to acquire their business. Preserved high levels of product and service knowledge to demonstrate benefits, value propositions, and competitor differentiators.Implemented a successful marketing system that secured and obtained new client relationships to rapidly build a sustainable client base, growing the company to a $828M portfolio during tenure.Conducted ongoing analysis of business workflows and client outreach activities as a part of a continuous improvement effort.

Greater Houston

Served as a principal business marketing, financial, and investment strategist involving a broad mix of financial planning solutions. Engaged in consulting conversations and created seminar marketing campaigns to correctly market and position company products/services to high-net-worth clients. Gathered intelligence on the client’s current financial position to capitalize on opportunities as they occur and properly advise on financial, investment, and retirement strategies. Shaped an efficient lead generation mechanism to maintain an ongoing pipeline of prospects and referrals.Overcame selling barriers and objections by demonstrating expertise in locating and presenting multiple options to meet short-and long-term goals of the client.Followed a disciplined approach in constructing an advisement portfolio aligned with the company’s core values and the client’s appetite for risk.

Greater Houston

Led opportunity pursuits to generate new business by continually reviewing plans and seeking out additional products to advance the client’s financial position. Gathered information from the initial meeting process to determine touchpoints for client-facing interactions. Built solid commitments with new and existing clients to place the company as their financial and retirement services company of choice.Leveraged relationships across functional areas within the company to support the achievement of regional business objectives.Expanded the company’s footprint by maintaining profitable and productive relationships with clients resulting in the capture of sales and market share growth.Developed and implemented territory business plans utilizing activity-oriented objectives to guide day-to-day priorities and track progress against goals.Worked closely with business lines in pursuit of strategies critical to the value-accretive growth included in the company’s strategic business plan.