Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Brett Grossman

Collegeville,PA

Summary

Dynamic entrepreneur and leader with a proven track record at KeyGlee and Sozo Capital Partners, excelling in sales strategy execution and team development. Leveraged expertise in financial planning and insurance solutions to surpass sales goals, foster customer relationships, and drive business growth.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Owner

KeyGlee
01.2022 - Current
  • Establishing a strong lead pipeline, building relationships with buyers and sellers, and maintaining operational efficiency.
  • Focus on distressed property owners, absentee landlords, pre-foreclosure homeowners, and inherited property owners.
  • Build relationships with real estate agents, property managers, contractors, and attorneys who can refer motivated sellers.
  • Contract Knowledge: Be knowledgeable about real estate wholesaling laws in my state, especially concerning assignment contracts and double closings.
  • Title Companies: Build relationships with investor-friendly title companies that understand wholesaling and can handle assignments smoothly.


Built Buyers list consisting of the following: Fix-and-Flip Investors: Buyers looking for distressed properties to renovate and sell for profit. Buy-and-Hold Investors: Investors looking for properties they can rent out and hold for long-term appreciation. Cash Buyers: Investors who can close quickly with cash, streamlining your transactions. Collaborate with Other Wholesalers: Partner or joint venture together with wholesalers to leverage their buyers' lists and expand our reach.

  • Offer exclusive access to off-market deals for buyers who demonstrate reliability and the ability to close quickly.
  • Provide detailed deal packages (photos, ARV estimates, repair costs, and ROI analysis) to make purchasing decisions easy for buyers.
  • Keep buyers engaged by providing market insights, potential investment opportunities, and updates on emerging markets.
  • Build relationships with real estate agents who may have access to distressed or off-market properties.
  • Partner with contractors to provide buyers with repair estimates and services post-purchase, creating a complete value chain.

Founder /Vice President of Operations

Sozo Capital Partners
06.2012 - Current
  • Launched and grew a successful life insurance agency specializing in Mortgage Protection, Final Expense, Fixed Indexed Annuities & Index Universal Life (IUL) products,
  • Built a team of 30 plus sales agents, providing hands-on coaching and development to help them achieve personal sales goals and agency targets.
  • Developed and implemented a robust sales strategy that increased client acquisition and improved retention rates.
  • Regularly exceeded sales and revenue goals by identifying new market opportunities and optimizing sales processes.
  • Established partnerships with financial planners and other insurance professionals to expand the client base and drive cross-sales.
  • Guided team members through periods of change by providing clear communication on expectations and objectives moving forward.
  • Built and maintained strong, cohesive team by recruiting top talent and fostering supportive work environment.

Education

Bachelor of Arts - Business

West Virginia University
Morgantown, WV

Skills

  • Sales Strategy & Execution
  • Team Leadership & Development
  • Goal Setting & Achievement
  • Customer Relationship Management (CRM)
  • Index Universal Life Insurance (IUL) Expertise
  • Financial Planning & Insurance Solutions
  • Entrepreneurial Mindset & Business Development
  • Performance Metrics & Accountability
  • Sales Forecasting & Analysis
  • Training & Coaching

Accomplishments

Licensed in 30 states to offer financial services products in life, health and Indexed annuities.

Certification

  • Certified Sales Professional (CSP)
  • Licensed Insurance Agent/Broker - PA Department of Insurance.
  • Annuities Training Certificate- Various Providers.
  • Certified School Advisor American College Foundation

Timeline

Owner

KeyGlee
01.2022 - Current

Founder /Vice President of Operations

Sozo Capital Partners
06.2012 - Current
  • Certified Sales Professional (CSP)
  • Licensed Insurance Agent/Broker - PA Department of Insurance.
  • Annuities Training Certificate- Various Providers.
  • Certified School Advisor American College Foundation

Bachelor of Arts - Business

West Virginia University
Brett Grossman