Alan Gray
Cleveland,TN
Summary
Experienced with providing high-level consulting services that drive business transformation. Utilizes strategic insights and detailed analysis to support client objectives and implement effective solutions. Strong understanding of managing client relationships and delivering measurable results.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Senior Consultant
Penn Mutual Life Insurance
05.2018 - Current
- Developed innovative design concepts for improved brand recognition and customer engagement.
- Mentored junior consultants, helping them enhance their skills and contribute more effectively to projects.
- Delivered high-quality solutions for clients through comprehensive research and analysis of industry trends.
- Presented creative solutions to client challenges, resulting in high levels of client satisfaction and repeat business opportunities.
- Designed eye-catching promotional materials, driving increased event attendance and participation rates.
Financial Professional
Prudential
01.2017 - 01.2018
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Implemented tax planning strategies to minimize liabilities while ensuring full compliance with local, state, and federal regulations.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Developed strong relationships with clients, leading to consistent referrals and a growing client base.
Agency Owner
Allstate Insurance
01.1995 - 01.2016
- Developed and executed targeted marketing campaigns, resulting in a 25% increase in lead generation.
- Achieved consistent growth in annual sales by developing a thorough understanding of market trends and customer needs.
- Collaborated with sales teams to create effective sales collateral, presentations, and promotional materials.
- Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.
- Recruited, hired, and developed top candidates for open vacancies and retained staff using consistent mentoring and positive feedback.
- Assessed customer needs and developed individualized solutions to reach customer satisfaction.
- Expanded client base through effective networking, relationship management, and referrals.
Education
Business Management
Cleveland State Community
01.1991
Skills
- Project Management
- Digital Marketing
- Time Management
- Teamwork mindset
- Consulting
- Strong leadership skills
- Problem-solving
- Processes and procedures
- Persuasion skills
- Performance benchmarking
- Cross-functional collaboration
- Effective Communication
- Critical Thinking
- Strategic planning
Certification
- 1992- LUTCF
- 2020- ALMI
- 2021- ACS
Timeline
Senior Consultant
Penn Mutual Life Insurance
05.2018 - Current
Financial Professional
Prudential
01.2017 - 01.2018
Agency Owner
Allstate Insurance
01.1995 - 01.2016
Business Management
Cleveland State Community
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