Ben Curtis

• Strategic Sales Leadership: Developed and executed comprehensive sales strategies, leading to a 40% increase in conversion rates and a 3X growth in insurance premiums.
• Operational Strategy: As an executive team member, shaped business and operational strategies that drove overall company growth and efficiency.
• Sales Process Redesign: Redesigned the entire sales process, resulting in a significant improvement in performance metrics and customer satisfaction.
• Revenue Channel Development: Identified and established new revenue channels through IMO Brokerage and strategic partnerships, contributing to a diversified and robust revenue stream.
• Client Success Initiatives: Implemented client success initiatives that streamlined the underwriting process, enhanced client retention, and improved the overall client experience.
• Team Leadership & Development: Recruited, trained, and managed a high-performing sales team, fostering a culture of excellence and continuous improvement.
• Data-Driven Decision Making: Utilized data analysis to project sales, determine profitability, and identify new business opportunities, ensuring informed decision-making and strategic planning.
• Customer Relationship Management: Built and maintained strong relationships with clients, vendors, and stakeholders, enhancing the company's market presence and customer loyalty.
• Cross-Functional Collaboration: Collaborated with other departments to ensure alignment with the company's objectives and to drive comprehensive business solutions.

• Sales and Operations Leadership: Directed sales and operations across the Utah market, managing a team of over 40 Loan Officers and 15 support staff to ensure optimal performance and efficiency.
• Revenue Growth: Achieved a 2x growth in sales and a 3x increase in lead conversion, significantly boosting the company’s bottom-line profitability.
• Sales Training Programs: Developed and implemented comprehensive sales training programs that enhanced the skills and performance of the sales team, leading to improved operational efficiency and client satisfaction.
• Operational Efficiency: Streamlined branch operations through the implementation of new systems and processes, transitioned branch from Point to Encompass, resulting in improved workflow, reduced operational costs, and higher client retention rates.
• Client Experience Enhancement: Spearheaded initiatives to enhance the overall client experience, resulting in increased customer satisfaction and loyalty.
• Team Development and Motivation: Recruited, trained, and motivated sales and support staff, fostering a high-energy, results-driven work environment.
• Data-Driven Strategies: Leveraged data analysis and reporting to identify opportunities for growth, optimize sales strategies, and track performance metrics.

• Founded company from scratch and recruited over 200 advisors.

• Excelled as nationwide independent life insurance and annuity brokerage wholesaler representing over 50 Life Insurance and Annuity Carriers supporting multiple financial products to independent advisors.

• Managed and supported 50 residential mortgage branches nationwide with 200+ employees originating over 9,000 loans and over $2B in loan volume per year.

• Recruited independent branches and increased the number of branches by 100%.

• Responsible for restructure of affiliate branch recruiting business model and all areas of business development and growth for Flagship Financial Group.

• Utilized expertise in multimedia communications, team building, quality assurance, pricing negotiation, cost controls, regulatory compliance, and overall B2B/B2C operations.

• Recognized as the top national producing branch Flagship Financial Group Top Producing Branch in 2006 and 2007 with a high-energy and focused team of professionals.

• Formed and oversaw a team of over 20 cross-functional professionals to handle multiple markets with various distribution channels for the State of Utah.
• Consistent President's Club qualifier.