Business Development, Sales and Senior-Level Management and Corporate Fundraiser
·Accelerated a client’s sales by 125%, generated $1M, surpassed company goals by 20%, and led all Southeastern US offices in recruiting representativesthrough developing/implementing a successful recruiting program and devising/executing a strategy to penetrate a new market.
·Streamlined communications between departments, senior staff/planners, and junior financial planners by implementing a team-oriented approach that bundled specialists, staff, and planners with various degrees of experience together into a single, highly-focused unit.Established a successful mentorship program.
·Increased sales by 15% ($300K) in one year through developing and directing two key programs that targeted new markets and included building a professional network for each market.
·Improved the bottom line by 13%, generated more than $92K, and increased planner payouts by more than 10% through aggressively negotiating contract payouts and generating carrier appointments.
·Generated annual personal production by 20% and retained 98% of clients during a declining market period through executing effective cross-selling methods and providing superior customer service.
·Drove sales by 664%, reduced overhead expenses by 23%, and captured $2.3M in a five-year period through enhancing efficiency, expanding a marketing platform to include national wholesale accounts, and revamping firm structure to recruit special positions that dealt with a specific area.
·Received the coveted Million Dollar Round Table designation; less than 1% of all planners achieve this.
Feb 2003 - Present
Owner / Consultant
Advised individuals and businesses on design of company structure, risk management and investments, raising capital, and legal protection.Collaborated with a team of lawyers, CPAs, bankers, loan officers, and other advisors to design unique plans tailored to meet each client’s needs and enable them to achieve their goals within a specified timeframe.Retained by firms to assist with business development and restructuring initiatives.
Andrist Consulting projects:
Northwestern Mutual Financial Network
Recruited and developed a team of financial planners and revamped and managed recruitment/training initiatives. Spearheaded a producer leadership team to establish standards/procedures and collaborated with home office to drive change.Supervised department heads to track goals were being met.
Colonial Life Insurance
Devised and implemented a new intern-based recruiting program.Established a Hispanic initiative focused on targeting Atlanta Hispanic marketplace.Designed and led a training/development program that was rolled out nationally to more than 200 offices.Trained and mentored a team of 18 Regional Managers in effective marketing techniques, regulatory compliance efforts, and budget controls.The region ranked in the top 10 in company sales, new business, and recruiting for the first time in 21 years.
Buckhead Financial Wealth Management Group
Supported the re-engineering of the business model/structure, policies/procedures, and marketing strategies, facilitating the company’s change from a mortgage-based operation to a financial firm.Offered Partner and named Principal for the insurance branch of the firm. Conducted national recruiting efforts for financial planning retail division and spearheaded a team of 15.Implemented an incentive-based producer payout and benefits program.Collaborated with other executives to establish the wealth management group platform.Executed marketing strategies targeted at niche groups and developed customized client plans.
Apr 2008 - Oct 2008
National Accounts Manager
Peachtree Settlement Funding
·Promoted from Regional Vice President after building the Central and Southeast US to the strongest regions in the firm in less than six months by networking and marketing to groups previously ignored.
·Developed a new tracking system to improve ease of contact with new agencies and brokerage firms.
·Traveled across the country, presenting program to groups and their clients.Increased sales in first month of position by 430%, increasing average monthly sales from $100,000 to over $430,000.
Oct 1999 - Jul 2004
Business Development Director
New England Financial
Launched opening of 11 branches, including two new offices and three mergers.Directed business development, recruiting, hiring, and training processes for all locations.Networked with community leaders to forge business relationships that led to a minimum of $2M in sales annually.
·Developed a professional referral system and lead program to establish relationships with attorneys, investment firms, CPAs, CFPs, and insurance brokers and marketing firms.
·Created marketing materials and articles that were published and utilized internally as well as in national newspapers and magazines.