ROSEMARY A. BEYER
Richardson
Summary
Visionary financial strategist and transformational leader with 8+ years of experience in advanced insurance planning, tax-advantaged wealth structures, and legacy consulting for high-net-worth families, business owners, and professionals.
Founder of Agent Ignite Pro, a high-ticket accelerator training licensed agents to master complex insurance strategies, trust-based wealth design, and mindset leadership.
Certified Neuro Linguistic Practitioner and Time Line Therapist, empowering clients to remove limiting beliefs and unlock peak performance in both life and finance.
Accomplished public speaker and thought leader, featured at national summits and industry conferences for Women in Financial Services, Global Impact Las Vegas, and the Legacy Alliance.
Expert in eMoney Advisor software, utilizing advanced financial analytics and scenario planning to guide clients through customized strategies for cash flow, insurance, and legacy planning.
Deeply connected within an accredited investor and family-office network, bridging philanthropy, capital, and legacy-planning innovation through trust-based insurance and advanced financial solutions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
President of Business Development
Valor Wealth & Insurance Group
11.2024 - Current
- Created three evergreen educational coaching courses generating $144,000 in three months.
- Communicated directly with customers and partners to build strong business networks and relationships.
- Established and maintained highly effective relationships with clients and industry partners to drive growth.
- Negotiated client contracts and agreements to cultivate profitable business transactions.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Prepared sales presentations for clients showing success and credibility of products.
- Built relationships with customers and community to establish long-term business growth.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Implemented systems and procedures to increase sales.
- Increased profit margins by effectively controlling budget and overhead and optimizing product turns.
Executive Business Director
Our Infinite Company
04.2018 - 11.2024
- Grew our Women's Licensed Agent team from 4 founders to 2,300 members in 4 years.
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Coordinated team schedules to keep shifts properly staffed during busy periods.
- Assisted with hiring process and training of new employees.
- Spearheaded recruitment and hiring process and compiled training materials for new and existing team members.
- Executed business plans to further strengthen and maximize territory sales and profits.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Interacted well with customers to build connections and nurture relationships.
- Trained and guided team members to maintain high productivity and performance metrics.
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Launched staff engagement, gender diversity and cultural programs in addition to robust reporting tool that increased operational quality.
- Assisted in recruiting, hiring and training of team members.
- Recruited, hired, and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
- Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.
Education
Associate of Science - Business Administration
Richland College
Dallas, Texas, TX04-2004
No Degree - Advanced Planning, Trusts, and Family Office Strategy
Nexxuss Business Advisors
BedfordSkills
- Advanced Insurance & Trust-Based Planning
- NLP Coaching & Performance Mindset Leadership
- High-Ticket Sales & Business Development
- Family-Office & HNW Relationship Management
- Public Speaking & Event Leadership
- Advanced Financial Modeling & eMoney Advisor Software
- Wealth Transfer & Tax-Advantaged Strategies
- Strategic Partnerships & Investor Relations
- Team Building, Mentorship & Curriculum Design
- Content marketing
- Social media strategy
- Customer engagement
- Sales training
- Mergers and acquisitions
- Operations management
- Partnership development
- Organizational development
- New business development
- Revenue growth
- Trade show management
- Email marketing campaigns
- Sales operations
- Product launches
- Salesforce CRM
- Contract negotiations
- Sales enablement
- Financial acumen
Websites
Accomplishments
- Founded Agent Ignite Pro, generating multiple six figures annually by training licensed agents to design complex trust-integrated insurance solutions.
- Scaled Women in Financial Services within Our Infinite Company from 4 to 2,300+ members nationwide in under 4 years.
- Delivered keynote presentations and training at Global Impact Las Vegas 2025, Legacy Alliance, and numerous financial summits.
- Guided 200+ families through holistic legacy planning using IULs, annuities, and trust structures.
- Implemented comprehensive client plans using eMoney Advisor to improve financial clarity, track wealth-building progress, and enhance retention across 200+ families.
- Developed national network of accredited investors and family offices aligning impact capital with financial innovation.
- Certified NLP Practitioner & Coach; integrated subconscious breakthrough tools into financial leadership and sales systems.
Affiliations
- Board Member, Women in Insurance & Financial Services (2025)
- Founding Member, Global Billionaire Philanthropy Club
- Member, Legacy Alliance
Certification
- Licensed Life & Health Insurance Agent - 2018-Current
- Certified Master NLP Neuro- Linguistic Practitioner & Coach, - 2024- Current
Languages
American Sign Language
Native or Bilingual
Timeline
President of Business Development
Valor Wealth & Insurance Group
11.2024 - Current
Executive Business Director
Our Infinite Company
04.2018 - 11.2024
Associate of Science - Business Administration
Richland College
No Degree - Advanced Planning, Trusts, and Family Office Strategy
Nexxuss Business Advisors
SPEAKING & MEDIA
- Featured Speaker, Global Impact Las Vegas 2025 — 'The Feminization of Wealth: Mindset Meets Money'
- Panelist, Legacy Alliance Roundtable — 'Philanthropy & Advanced Wealth Architecture'
- Guest Trainer, Women in Insurance and Financial Services (WIFS) — 'Mindset & Money Mastery'
- Podcast Guest – The Feminine Wealth Frequency | Legacy & Leadership Show