Jeff Read
Suwanee,Georgia
Summary
Results-oriented Independent agent executive with demonstrated record of accomplishment in streamlining operations, increasing profits and maximizing market penetration. Decisive leader promoting operational improvements, market expansion and positive corporate culture as keys to success.
Overview
47
47
years of professional experience
Work History
President & CMO, Primerica Distribution
Primerica Financial Services
05.2018 - 04.2024
- Enhanced independent sales force performance through motivation and training.
- Led a successful life and securities licensing department through unprecedented change with superior results.
- Developed strong partnerships with cross-functional teams for improved collaboration.
- Directed change management initiatives that aligned employees with evolving sales force objectives.
- Established a culture of accountability by setting expectations and holding individuals responsible for results.
- Hired and managed employees to maximize productivity while training staff and the independent sales force on best practices and protocols.
- Prepared annual budget forecasts and monitored performance to meet organizational objectives.
- Represented organization at conferences and events.
SVP & Chief Marketing Officer, Field Marketing
Primerica Financial Services
01.2010 - 05.2018
- Restructured the department for increased efficiency, optimizing resources and improving communication between internal teams.
- Analyzed industry trends and tracked competitor activities and marketing to help make informed decisions.
- Developed and executed strategic initiatives to drive business and market expansion.
- Identified opportunities to improve Regional Field Distribution Director activity and increase productivity.
VP and Chief Marketing Officer, Primerica Mortgage
Primerica Financial Services
08.1999 - 01.2010
- Directed marketing strategies to increase brand awareness, generate leads, and grow market share within highly competitive industries.
- Ensured regulatory compliance at all times by implementing robust internal controls.
- Established performance goals for department and outlined processes for achievement.
- Led development of strategic marketing plans to raise awareness and drive sales growth.
- Directed market expansions to propel business forward, meet changing customer needs.
- Hired and developed new marketing managers to drive business growth.
VP, Business Development, Travelers Bank & Trust
Travelers Bank & Trust
01.1996 - 08.1999
- Identified opportunities to improve business process flows and productivity.
- Established performance goals for department and provided methods for reaching milestones.
- Monitored industry trends, keeping current on latest changes and competition in industry.
- Used market insights to capitalize on key business opportunities for new advantageous partnerships.
Major, U.S. Army Aviation
U.S. Army
02.1977 - 03.1999
- Army aviator rated in UH-1 and OH 58 aircraft.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
VP, Commercial Credit Finance
Citigroup
03.1990 - 01.1996
- Enhanced profitability by implementing strategic business plans and optimizing operational processes.
- Transformed customer experience by designing and executing service improvement initiatives.
- Hired and and trained new managers drive business growth.
Regional Manager
ITT Finance
06.1981 - 03.1990
- Implemented cost-cutting measures across the region that led to significant savings without compromising service quality
- Coordinated with other district managers to actualize performance improvement strategies.
- Modeled best practices for sales and customer service.
Education
Business
University of Rhode Island
Kingston, RISkills
- Employee Relations
- Staff Management
- Company Representation
- Change Management
- Financial Management
- Event Planning
- Business Development
- Marketing expertise
- Remote Team Management
Timeline
President & CMO, Primerica Distribution
Primerica Financial Services
05.2018 - 04.2024
SVP & Chief Marketing Officer, Field Marketing
Primerica Financial Services
01.2010 - 05.2018
VP and Chief Marketing Officer, Primerica Mortgage
Primerica Financial Services
08.1999 - 01.2010
VP, Business Development, Travelers Bank & Trust
Travelers Bank & Trust
01.1996 - 08.1999
VP, Commercial Credit Finance
Citigroup
03.1990 - 01.1996
Regional Manager
ITT Finance
06.1981 - 03.1990
Major, U.S. Army Aviation
U.S. Army
02.1977 - 03.1999
Business
University of Rhode Island