Lori Mccallian Email & Phone Number

Glendale, Az, Us

Granite Point Partners is a private investment company that acquires, manages, and builds small to medium-sized businesses in the business services (accounting/bookkeeping practices, medical billing companies, and community management companies) and SaaS industries.

Services include:* Business Planning - Research, evaluate, and develop market and/or product expansion opportunities for businesses in various industries. Incorporate information into fully developed business plan, including detailed implementation program, operational systems, marketing programs, financial projections, and project goals/timelines. * Sales Strategies - Design and implement proven systems for successful sales strategies to target new business sales, client retention, and profit maximization.* Operational Systems - Design/implement new processes and streamline/revamp current operational systems and projects to improve outcomes and efficiencies.* Training Programs - Develop and implement sales training programs for independent contractors and employees with focus areas including effective sales presentations, product knowledge, upselling, pivoting, and closing techniques.Consulting clientele include: InTouch Corp, Farmers Insurance Group, State Farm Insurance Companies, Dean Markley Strings, Inc., DJM Consulting, Emerald Growth, and Granite Point Partners.Industries represented: insurance, banking, financial services, music, pharmaceutical, and healthcare.

Woodland Hills, Ca, Us

* Analyze agency operations and develop multifaceted business and marketing plans in consultation with 21 salespeople. Consistently incorporate performance objectives that yield cost-effective opportunities for revenue growth. * Proactively recruited and hired 17 new salespeople by cold-calling, working job fairs and community networking to attract quality candidates and expand Farmers’ storefronts. Qualified for 7 corporate and local recruiting recognitions based on pacesetting recruiting efforts. * Create and execute full-cycle recruiting system, including sourcing resumes, conducting interviews, completing new hire paperwork, and facilitating the on-boarding process, while setting, tracking, and communicating goals, metrics and performance of the team.* Use entrepreneurial spirit and effective resource management to establish vision, set goals and implement action plans for sales team, resulting in improved sales and maximized annual budget of $300,000.

Woodland Hills, Ca, Us

* Earned immediate recognition as top performer in national corporate sales promotion by qualifying most sales candidates of all teams nationwide during first six months of employment. * Effectively managed recruiting and production pipelines; met deadlines by working with sense of urgency, adjusting to changing circumstances, using contingency plans and working closely with diverse team.* Adapted and implemented corporate training programs and learning solutions individually for new recruits and current salespeople with a focus on client-centric philosophy and effective sales and marketing techniques. * Demonstrated sales skills by successfully completing company sales training program using client-centered selling techniques, effective marketing programs and presenting multi-product proposals.

Bloomington, Illinois, Us

* Independently organized, developed and implemented timely plan to complete annual reviews of procedures for approximately 55 salespeople and their offices. Used interpersonal and communication skills to gather information that ensured company maintained solid business practices and complied with state/federal laws while exceeding sales goals. * Conducted confidential investigations of improper sales practices and wrote proposals to compile findings and recommendations for management and corporate legal teams; expedited review and decision-making process.* Collaboratively assembled, coordinated and conducted annual compliance training meetings with team members for approximately 175 salespeople in metropolitan area, which efficiently managed resources and improved learning outcomes.

Bloomington, Illinois, Us

* Worked as member of 6-person management team to train, develop and manage performance of 38 salespeople, resulting in earning recognition as one of company’s top performing sales teams.* Developed and integrated strategic marketing programs to align with agency strengths and client base, which increased revenue and achieved sales growth goals.* Introduced and implemented new technology applications, marketing programs and products; achieved early adoption and met rollout objectives.

Bloomington, Illinois, Us

* Evaluated and underwrote risks in accordance with guidelines, which helped profitably grow market share.

Us

* Developed and implemented marketing programs to prospect for new accounts through face-to-face contact, networking within community, making prospecting calls and sending mailings to new and current clientele for financial services products.* Counseled clients and completed reviews on variety of financial topics to develop plans and evaluate targets, resulting in additional sales opportunities.* Coached branch tellers and customer service representatives to identify financial services sales opportunities and to pivot to set sales appointments.

* Analyzed historical and projected financial data, reviewed business operations and researched industry performance and trends to evaluate business loans, protect profitability and determine viability of proposed loans.* Consulted with lenders and businessowners to learn intricate details of industry to identify needs, accurately assess risk and pinpoint opportunities to strategically grow their businesses and expand bank market share.

Mba

Bachelor Of Arts, Business Management