Aimee Frank
Sidney,IA
Summary
Passionate marketing professional driven to create effective marketing strategies and maximize company sales resulting in the distributions success. Consistently delivers timely and effective marketing campaigns to enhance an advisors presence including their social media presence. Strategic and innovative professional well-versed in media marketing and brand promotion.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Sr Regional Marketing Coordinator
Mutual Of Omaha Advisors
08.2023 - Current
- Boosted brand awareness through the development and execution of targeted marketing campaigns.
- Optimized customer engagement by utilizing social media platforms and email marketing techniques.
- Analyzed campaign performance data to identify areas for improvement and implement necessary adjustments.
- Provided regular reports on marketing activities to senior management, highlighting successes and areas for further development.
- Leveraged CRM tools to maintain accurate records of customer interactions, facilitating better-targeted communications.
- Developed and tracked performance indicators to measure results of marketing campaigns.
- Established relationships with Internal Wholesalers, UW Team, Upper Management to ensure campaign success, areas of improvement, and profitability.
Regional Sales Manager - Salesforce Development
Mutual Of Omaha Advisors
08.2022 - 08.2023
- Collaborate and educate Managing Directors, Sales Directors, Field Mentors, Advisors, and Admins on how to maximize the Salesforce CRM Platform.
- Host virtual individual and group training sessions in order to drive utilization and adoption of all the Salesforce has to offer in order to increase Advisor sales and increase the number of Honor Club Agents.
- Partner with Field Leaders and Advisor Development Team to provide training and support to new advisors in order to drive adoption of Mutual of Omaha sales process and tools that can boost sales and revenue.
- Review Dashboards and Reports in order to leverage the data to boost user interaction and processes for Advisors and Field Staff.
- Create in-app guidance, knowledge articles, and other training items to educate and support MD's, SD's, FM's, Advisors, and Admins.
Sales Associate
Farm Bureau Financial Services
05.2021 - 08.2022
- Built and managed a personal sales pipeline through utilization network marketing, hot market strategies, cold calling, triggered leads, and referrals.
- Studied and mastered an array of target market strategies to maximize sales and profitability.
- Increased company sales by interchanging marketing strategies based on client trends.
- Reviewed, customized, and analyzed insurance policies to best suit client needs.
- Processed 40+ tasks and communications from underwriting and home office officials.
- Sold 30% of the Agency's new P&C business YTD in 2022.
Education
Bachelor of Science - Business Management And Leadership
Bellevue University
Bellevue, NE01.2023
Skills
- Sales Strategies
- Insurance Product Knowledge
- Marketing Campaigns and Performance
- CRM Software (Salesforce)
- Organization and Attention to Detail
Certification
- Licensed in Property & Casualty
- Licensed in Life
- Licensed in Health & Accidental Death
Timeline
Sr Regional Marketing Coordinator
Mutual Of Omaha Advisors
08.2023 - Current
Regional Sales Manager - Salesforce Development
Mutual Of Omaha Advisors
08.2022 - 08.2023
Sales Associate
Farm Bureau Financial Services
05.2021 - 08.2022
Bachelor of Science - Business Management And Leadership
Bellevue University
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