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We will do our best to match you with this mentor (depending upon their schedule) or another similarly experienced mentor.
Meeting Preference: Email, In Person, Phone, Video
Languages: English
With over 40 years of experience in the Property/Casualty insurance industry and retail sporting goods business, I am adept at combining insurance expertise, client relationship building, and leadership to drive revenue growth. Proven ability to develop and implement successful marketing & sales strategies, cultivate strong client relationships, and create impactful training programs.
Areas of Expertise:
• Insurance Policy & Client Relationships
• New Business Development & Consultative Sales
• Brand Awareness Marketing & Advertising Campaigns
• Worker's Compensation Policy & Underwriting
• Strategic Planning & Executive Leadership
• Retail Sporting Goods Management and Store Operations
• Staff Training & Development
Key Achievements:
• Help SCORE clients on effective sales techniques, provided guidance on how to identify client’s needs, tailor insurance solutions to meet those needs and effectively communicate the value proposition
• Assisted SCORE clients in developing strategic plans to drive business growth and success. Offer guidance on setting clear objectives, identifying key initiatives, and monitoring progress towards goals
Additional Experience:
• Extensive experience in account management, operations, and sales leadership
• Active volunteer and community leader
Education & Training:
• Graduate, Society of Certified Insurance Service Representatives (CISR) Certification
• Various training courses in salesmanship, insurance product knowledge, and leadership
Awards & Recognition:
• First recipient Regional Leadership Chairperson, Minnesota Independent Insurance Agents and Brokers
Areas of Expertise
- Business Plan
- Management & Operations
- Marketing
- Sales
Industry Experience
- Business Consulting & Coaching
- Fishing & Hunting
- Professional Services
- Retail
