William Tate Email & Phone Number

Los Angeles Metropolitan Area

Sales and Marketing Management for Western US.

Los Angeles, Ca

Provide strategic consulting services to financial services providers, agencies and advisors seeking to improve performance through marketing innovation.

Los Angeles

Corporate role reporting to CEO. Led marketing, brand & digital efforts throughout the Americas, including brand strategy, media & sponsorships, social & online activity.BRAND- Developed & executed 5-year plan to re-launch Transamerica brand to U.S. market, aligning company’s businesses around a single brand.- Created & launched Transamerica’s rebranding campaign, including “Transform Tomorrow” positioning and tagline used globally. - Achieved 10%+ annual brand awareness growth, 45% increased brand favorability and 2x brand consideration with industry’s lowest ad spend.DIGITAL- Built dedicated digital team, producing award-winning mobile, social, search & content initiatives to extend brand reach. Significantly enhanced existing digital content & social media presence; oversaw dramatic SEO/SEM improvements.

Los Angeles

Newly-created role to unite all Transamerica’s life & annuity marketing functions under a single umbrella, completing the company’s ambitious evolution to an independent wholesale model. Managed up to 200 employees and budget of up to $36M.MARKETING LEADERSHIP- Formed new integrated marketing team, expanding Transamerica’s marketing capabilities. - Updated marketing & sales materials, leading digital marketing efforts to support independent channels with on-demand, paperless solutions.PRODUCT TRANSFORMATION- Repositioned Transamerica’s product portfolio to reach high net worth market, doubling case size and cutting case administration costs in half. Became industry leader in large-case market and average premium per case.- As head of product development, grew value of new business from $21M to $107M in 4 years. Responsibilities included pricing, actuarial, financial modeling, systems support, state filings, etc.SALES GROWTH- Grew sales 10%+ annually while maintaining top 5 industry sales rankings for Term, UL & in-force coverage.

Kansas City, Missouri Area

Managed sales & distribution for all fixed & variable life product lines, including annuities and long-term care. Supported all wholesale channels: brokerage, B/D, independent, etc. Oversaw team of 12 and sales of $75M+ annually.- Led Transamerica’s transition from traditional branch office/captive agency system to leaner, innovative distribution model providing wholesale support for independent channels.- Met 100%+ of recruiting goal of 30 agencies/year.- Grew sales by an average of 14% annually.

Concord, Nh

Promoted to home office role leading Chubb’s marketing efforts, focusing on signature commercial & high net worth P&C lines. Launched key strategic marketing initiatives including Premier Producer Program, sales conventions, seminar selling, regional office integration emphasizing equity-based VUL, VA products.

Seattle, Wa

Took over last-place Northwest regional office, doubling production in first year. Responsible for internal staff of 8 as well as wholesale marketing support, recruiting and development of new distribution. Role expanded to oversee all 12 regional offices and associated distribution networks.

Lubbock, Texas Area

Developed own life & group insurance retail agency focusing on upscale individual & business market. Excelled in recruiting, training & managing new agents.

Dallas/Fort Worth Area

Named Rookie Agent of the Year. Created statewide distribution and marketing plans for innovative wholesale life, annuity and health insurance agency. Promoted to help lead agency’s new brokerage sales business as Sales Manager in second year.

Ba, Advertising, Marketing Minor

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Limra Capstone Program