John Warren Jr., Clu®, Chfc® Email and Phone Number
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John Warren Jr., Clu®, Chfc® personal email
John Warren Jr., Clu®, Chfc® phone numbers
I am a CRO/CSO with over 15 years of experience in driving profitability and competitive advantage by developing and launching industry-changing, first-to-market products and programs in the Accident & Heath, Property & Casualty, Cyber, and Life Insurance sectors. I have a proven track record of building and executing strategic marketing programs that fuel sales through enhanced client engagement initiatives that reduce acquisition costs. As the Managing Partner at Matterhorn Insurance Group, I partner with a team of experts in delivering innovative and high-value solutions to our clients and partners in the insurance industry. I leverage my expertise in identifying a product’s unique value proposition, developing and deploying sound, multi-channel go-to-market strategies, and securing management buy-in for critical initiatives. I also have extensive experience in turning around underperforming sales initiatives, identifying and closing large distribution deals, and bringing to market products that deliver an exceptional platform and sales process user experience. My leadership style is based on delivering excellent client service, meaningful team building, and maintaining a safe business atmosphere.
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Managing PartnerMatterhorn Insurance Group Jan 2024 - PresentNew York, New York, Us
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PresidentJ. R. Warren, Jr., Consulting Oct 2017 - Oct 2023Current Assignments: Prior Assignments: Invive - Sales, Marketing, Distribution, Product and Operations Consultant. Gigeasy - Sales, Marketing, Distribution, Product Consultant. MJ Sales Group - Strategic Advisor.Munich Re - Vero ESG - Contract Distribution Vero ESG PlatformSurance.io - Head of Distribution: Carrier and Broker. Munich Reinsurance US Life Division (Parachute Digital Solutions) - External Consultant: Product, Distribution, Carrier, Marketing, Sales Covu - Acting Chief of Staff. Revolution Insurance Technologies - Distribution: Carrier and Broker Strategy, Recruitment, Management Some of the work that I do:*C-Suite management team coaching & best practices*Investor interaction and strategy and presentations*Sales & distribution strategy & best practices*Product ideation, proposition development & presentation*Distribution evaluation, creation, and management*Sales/Marketing/Distribution Technology scope, development, and launch for both Carrier relationships and distribution outlets.
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Chief Distribution OfficerRevolution Insurance Technologies Oct 2017 - Apr 2019A PE-backed Insuretech firm serving the high-volume brokerage call center insurance market. Hired to Create a Sales, Marketing, and Relationship Management team to Launch Platform. Recruited and managed Insurance Carriers and Distribution partners. A Member of the RIT Senior Leadership Team designated Corporate Officer and industry expert consultant to the RIT Board and Investors.* Doubled Carrier recruitment goal by contracting and onboarding 8 Insurance Carriers representing 30 new products to the platform in 10 months.* Rescued and resuscitated 40 FMO National Brokerage Distribution Partners representing $100M+ in incremental revenue while recruiting another 10 new relationships to RIT in 6 months.* Created sales and marketing tools, including: platform demo, sales, and marketing .pdfs, and PowerPoint presentations for Carriers, Brokers, RIT Board (convinced Board to pursue additional product offerings and verticals) and Investors (helping to close out Round A funding and begin Round B.)* Delivered game-changing customizable multi-carrier/multi-product sales platform that revolutionized high-volume call center sales, increasing both the number of customers spoken to per hour by 90% and the number of products sold per customer by 35%.* Hired VP FMO Sales and Internal Wholesaler to assist with Broker recruitment, onboarding, and management.
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Practice LeaderPaylogix Feb 2016 - Aug 2017Westbury, New York, UsRecruited to Build and Capture new business relationships to the new Exchange Builder® platform. Including Carriers, Product Providers, and Producer Groups for the voluntary and core benefits insurance segment.• Provided entry into small employer group market by demonstrating first-to-market industry benefit technology advantage to carriers and distributors.• Exceeded carrier and broker recruitment goal by contracting 12 carrier partners and 7 national distribution partners in 18 months. • Created sales and marketing tools that enabled easy and cost-effective DIY case set-up for both carriers and brokers. • Developed and authored Avatar sales script that enabled consumers to effortlessly navigate the enrollment platform, learn about products, and understand the need to purchase multiple products as a “value meal” or in combination.• Represented company and presented at 2 DIG Insurtech conferences. The presentation was interactive and allowed audience members to actually use the platform as employee/consumers would. -
Managing DirectorPrudential Financial 2012 - 2015Newark, New Jersey, UsRecruited by President of Agency Distribution to take over an established career agency to continue sustained growth. Directed growth and expansion of an established career agency, improving base force retention to 75%+ to assist in meeting stretch targets.Piloted various initiatives that increased Average New Agent productivity 44% with revenue goals exceeded across all product lines underpinned with 12%+ year-over-year growth.Led Experienced Agent Mid-America territory hires from 2012-2013 and ranked in the top 25% for revenue growth in 2015. -
Senior Insurance Industry ConsultantAlpha Insights 2011 - 2012Offered insurance and financial services consulting advice spanning regulatory environment-pending legislation, distribution channels, product and technology development, and compensation plans.
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Vice President Agency DistributionSymetra Financial 2007 - 2010Bellevue, Wa, Us• Increased Life Insurance sales from $7M–$33M and Annuities from $300M–$800M in two years, undertaking “from scratch” development of new IMO Distribution Channel.• Hired to manage and develop team of RVPs. Exceeded sales revenue quotas 105%, 178%, and 120% each year respectively, by nurturing a collaborative team culture. • Reignited life and annuity sales by developing and launching 3 new life and 4 annuity products. -
Vice President Of MarketingSymetra Financial 2005 - 2007Bellevue, Wa, UsHired to Centralized the Marketing Function within the Company. Led marketing and sales support team of 40 reinforcing five distribution channels: Individual, Bank, Wirehouse, Broker-Dealer, and Group/Voluntary Benefits.• Developed annual and five-year comprehensive marketing strategy, increasing sales 20% year-over-year. Created 17 new Product Message Maps customized for each channel and reduced delivery and project management times 40%.• Managed three first-to-market products and launched five Life and Annuity products while improving speed to market from 14 to 9 months.• Grew and developed team members, promoting 7 into supervisory roles within the company.
John Warren Jr., Clu®, Chfc® Skills
John Warren Jr., Clu®, Chfc® Education Details
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Clemson UniversityEconomics -
University Of MississippiGeneral
Frequently Asked Questions about John Warren Jr., Clu®, Chfc®
What company does John Warren Jr., Clu®, Chfc® work for?
John Warren Jr., Clu®, Chfc® works for Matterhorn Insurance Group
What is John Warren Jr., Clu®, Chfc®'s role at the current company?
John Warren Jr., Clu®, Chfc®'s current role is Managing Partner @ Matterhorn Insurance Group.
What is John Warren Jr., Clu®, Chfc®'s email address?
John Warren Jr., Clu®, Chfc®'s email address is jo****@****ast.net
What is John Warren Jr., Clu®, Chfc®'s direct phone number?
John Warren Jr., Clu®, Chfc®'s direct phone number is +124868*****
What schools did John Warren Jr., Clu®, Chfc® attend?
John Warren Jr., Clu®, Chfc® attended Clemson University, University Of Mississippi.
What are some of John Warren Jr., Clu®, Chfc®'s interests?
John Warren Jr., Clu®, Chfc® has interest in Animal Welfare, Children, Environment, Science And Technology.
What skills is John Warren Jr., Clu®, Chfc® known for?
John Warren Jr., Clu®, Chfc® has skills like Marketing, Marketing Strategy, Executive Management, Product Development, Product Marketing, Sales, Sales Management, Management, Insurance, Life Insurance, Fixed Annuities, Retirement Planning.
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