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Work Background
Vice President Marketing, Project Development & Sales Support
PFP ServicesVice President Marketing, Project Development & Sales Support
Jan. 2021 - Sep. 2024· Responsible for the development of new sales channels and products to completion before handing off the responsibility to New Business and Sales Teams · In charge of the promotion of products, services, brand awareness and content creation to support all sales channels and support teams · Supervise the collaboration of the firm with all business and service partners - including Insurance Carriers, Legal Teams, and Marketing Consultants · Lead coordinator and facilitator for all off-premise events - including Annual Strategic Meetings, Quarterly Insurance Carrier Meetings, and Company Galas · Review the efficacy of all department processes to provide more efficient solutions for administrative and analytical · Manage and communicate contest, incentive and compensation structure for all sales teams, licensing and renewals across all states, and coordination of organizational mandatory training for all Sales Agents · Monitor revenue, collections, and profitability alongside our C-Staff and other key executives
Vice President Project Development
PFP ServicesVice President Project Development
Dec. 2017 - Jan. 2021· Responsible for the collaborative development of an online portal for consumers to view and service their policies · Collaborated with PFP's health insurance carrier to build the organization's first online product available for purchase from start-to-finish by the consumer · Successfully increased digital sales by 500% the first year managing the team, maintaining the same level each year thereafter · Learned ADA and TCPA Compliance Regulations, to appropriately navigate new streams of engagement, increasing sales and consumer satisfaction
Project Manager
PFP ServicesProject Manager
Feb. 2014 - Dec. 2017· Partnered with PFP's Carriers to develop the ability to use debit cards for immediate and recurring payment · Trained the sales team to use the new payment technology · Developed a rapid decision term product, released, and trained the sales team · Updated the internal collection team's practices to utilize the same debit technology and engage with our consumers to better enable them to maintain coverage
Business Development Advisor
PFP ServicesBusiness Development Advisor
Sep. 2012 - Feb. 2014· Changed the scheduling processes of the Business Development Team to focus on profitability and revenue while maintaining positive relationships with credit union partners
Business Development Specialist
PFP ServicesBusiness Development Specialist
Oct. 2009 - Sep. 2012· Scheduled offsite visits for 60+ credit unions across the nation to provide products and services to the employees of their partner organizations
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