Jon M. Welin Email & Phone Number

Oldsmar, Florida

I CAN HELP BOOST YOUR MARKETING RESULTS…AND ROI!As a Marketing Consultant, I work exclusively with financial and insurance professionals, assisting them in their marketing efforts to attract new clients in both the pre-retiree and retiree market. Whether through our dinner or “no food” seminar marketing, one-on-one appointment setting programs or through our direct lead card programs, I have and always will believe that my success is measured by the results you achieve in your marketing. My experience and expertise can help you boost your response rates by developing results-driven custom direct mail marketing campaigns. By implementing any one of our many proven effective marketing strategies, I can help place you in front of many more qualified prospective new clients.Differentiating yourself from your competition is a key factor in boosting your marketing results. The prospects you mail to do not have to receive the same invitation every other advisor doing marketing in your area is sending out. Because Resource Solutions, Inc. is not a template-based company with shells of invitations piled to the ceiling in a warehouse, I am able to provide you with customized marketing. Our approach is much more personalized, helping you brand your services and company with a different look and message from the rest. Let me show you how our custom, creative and analytic approach can help boost your marketing response rates and your ROI!Feel free to contact me with any questions you may have and to learn how you can receive a $250 credit on your mailing!813-855-3000 ext. 410jon@resourceforsolutions.com

Instrumental in building this national financial services firm and insurance field marketing organization from its second year of existence into a firm producing $800 Million per year in annuity and life insurance premium. Responsible for recruiting field sales force, managing marketing team, developing and maintaining carrier relationships, and sales force retention.

Built and maintained a client base of 224 for this firm, the third largest brokerage firm in the nation. Managed a $90 Million book of business. Recipient of multiple awards for sales and assets under management.

Responsible for attracting new clients and assets for this 155 office, full service financial services firm. Responsibilities include all facets of sales, marketing and new business development.

for this armored car and security concern. Responsible for all sales and marketing functions. Charged with growing an underdeveloped market. Created and implemented strategies for turnaround program resulting in unparalleled sales volume increases while maintaining existing client base and establishing key relationships within the banking community. Tripled monthly billing which led to the building of a new branch facility and tripling the size of the local account servicing fleet.

Increasingly responsible positions in sales and marketing for this $2 billion manufacturing conglomerate. Assignments included:Key Regional Account Manager directing relationships with six major clients representing $2.1 million in annual sales. Developed and implemented marketing campaigns, including budgeting, product positioning, and merchandising. Forecasted sales volume and planned logistics to support product launches. Supervised training and performance of sale associates.; charged with expanding an underdeveloped line. Served as major link between markets and production with critical input on product characteristics, manufacturing schedules, and client relationships. Responsible for a 16 state region.Key Account Sales Representative working the company's highest priority accounts. Established objectives for merchandising, organized shared account strategies, and managed on-going relationship with client purchasing managers.