Sophie Barnett, AIF®, WMCP®

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Advise clients on business, marketing, and growth strategies for both product and service based businesses. Coordinate with clients to determine goals, establish strategic plans, and implement marketing campaigns. Provide customized employee training, image consulting, public relations, and branding services to clients. Review client existing business and marketing solutions to advocate changes as needed. Set-up and monitor digital marketing campaigns for clients, including social media campaigns. Conduct industry and market research to identify new business opportunities for clients. Create business courses for clients, including sales, marketing, management, accounting, finance, and HR courses. Selected Achievements: Oversaw all aspects of business creation and launch, including the creation of all initial marketing collateral. Developed business development campaigns which consistently increased annual revenue and client base.

Led the planning and execution of business development and growth strategies. Coordinated with senior brokers to create new business presentations and develop follow-up materials. Recruited, interviewed, hired, and trained brokers and senior brokers. Monitored staff performance, conducted routine performance evaluations, and provided performance feedback. Developed and implemented digital marketing and promotional campaigns; evaluated campaign performance on a periodic basis and adjusted campaign spend or messaging as needed. Partnered with C-level executives to ensure growth strategies aligned with overall corporate vision. Managed the risk identification of model and portfolio assumptions, market input, and pricing discrepancies. Selected Achievements: Oversaw the development of an independent marketing organization for the firm. Spearheaded the development and execution of marketing strategies which doubled the client base.

Served as External Wholesaler for our Equity Indexed Product Platform Planned, executed, and managed nationwide business development campaigns. Coordinated with the executive team to ensure development strategies aligned with corporate vision and goals. Developed and facilitated sales and training programs for new and existing staff. Established and nurtured strategic relationships and partnerships in order to grow the client base. Conducted market and industry research to identify new business opportunities. Managed the business development budget; tracked and analyzed actual versus planned expenses. Collaborated with operations, customer success, and marketing teams to improve sales processes. Selected Achievements: Led a sales campaign which produced $4 million in new business in one month. Promoted to Director of New Business within first seven months of employment. Restructured business operations processes, which increased overall revenue and reduced annual costs.

Full service loan originator:mortgages/auto loans/credit cards Assisted clients with debt consolidation and budget management; educated clients on how to build and manage credit and improve credit scores; addressed and resolved client questions and concerns. Conducted outbound cold calls to source new leads, utilized consultative sales techniques to close new accounts. Selected Achievements: Selected as the Auto Loan Lead; managed a team which consistently exceeded auto loan goals.