Philadelphia, Pennsylvania, United States
I assist both large and mid-size companies in the development and execution of marketing strategies utilizing the latest technology in the expanding arena of interactive marketing. WebbMason integrates your business goals with the proper marketing strategy and tactics to build measurable results. We take a consultative approach to the management of the growing number of marketing channels and touch points in your space. We allow you to leverage integrated data analytics and make intelligent decisions as you work to capture larger market share, retain and nurture current customers and improve brand awareness. In addition to our interactive capabilities we provide in house creative services, traditional print, both digital and offset, promotional products and personalized client specific customer service. Specialties: Interactive/Integrated marketing, direct mail, list management, commercial and operational printing. - Print Management - Promotional Strategies - Digital Marketing/Display Advertising - Online SEO/SEM - Website Development & Strategies - Email & Direct Mail - PURLs & Microsites - Social Media - Marketing Software - Creative Services - Brand Development - Marketing Resource Management - Supply Chain Management Please feel free to connect with me to request an introductory and/or discovery conversation. I'd be most appreciative for the opportunity to learn and better understand your company's processes, needs, strategic marketing challenges, and share ideas to enhance those efforts.
WebbMason offers a suite of products and services that enable it to effectively service companies’ offline, online and integrated marketing needs. WebbMason supports client’s needs with Advertising, Digital Services, Direct Marketing, Data Science, Marketing Technology (Including MarketingBench™, our marketing resource management system), Print Solutions and Promotions.
Supported two regional directors (upstate NY and Arizona) in all aspects of the sales cycle Maintained relationships with our clients by updating them on market trends and portfolio specific changes and outlooks Prospected for new business by profiling and uncovering opportunities Generated new sales ideas with the internal sales team Developed sales strategies for each region and consistently met weekly sales goals. Worked within our internal team to develop sales pitches and stay up-to-date with current market trends. Developed and maintained new and existing relationships while growing sales and providing access to portfolio specialists for the six affiliated companies. Refined sales skills on a daily basis with colleagues
Assisted a group of financial advisors in all aspects of the wealth management practice. Rebranded the team, built a social media presence, built a contact management system from scratch. Account opening and onboarding. Inbound calls for client service Ran and hosted seminars for up to 80+ client/prospects Ran email marketing campaigns
Built a foundation to a wealth management practice One on one meetings with clients/prospects providing financial planning, portfolio reviews and discovery to uncover opportunities in their financial life Ran seminars and hosted speakers for prospective clients approaching retirement or through layoffs Cold called, email marketing campaigns and networked to get introductions to new business Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor. Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs. Sold financial products including stocks, bonds and mutual funds. Answered clients' questions about the purposes and details of financial plans and strategies. Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan. Maintained friendly and professional client interactions at all times. Fully licensed: Series 7, 66 and health and life insurance