Paul Sanfilippo
Hi, I'm Paul Sanfilippo. Welcome to my profile!
Paul Sanfilippo's Practice: We are the first and only "Insurance Marketing & Service Organization" committed to providing our producers with industry Technology, Infrastructure SEO, Social Media & Networking services and solutions built for Agents to deliver directly to consumers. Our T.I.N. C.U.P. Strategy allows your agency to compete with the largest institutions in the market place. This process (Technology Solutions, Integration of Staff, Networking of Advisor Groups, Carrier Compensation, Underwriting Expertise, Product Portfolio) is the only complete profit chain model in the industry. We sold 20,000 insurance polices directly to consumers in 2011. We Help Agents close the major black holes in the agency's practice. Website Lead Capture & Conversion Marketing Automation Plan E-Application, E-Signature, E-Delivery Integrated Case Management Up-Sell/Cross-Sell Process Replicating your best Client. Start implementing Website Quoting Tools and Email auto responders for Life, Annuities, DI, LTCI, Health & Med Supps. We will help you Implement your Marketing Automation Plan into your practice that allows you to stay relevant to your customers. Streamline the application process with technology. Integrate a highly developed management team in your daily practice at no expense to the Agency. Round out your business and retain more clients by adding additional products in their portfolio. Devise a Loyalty Ladder approach by replicating your best clients in a step-by-step system to refer you to type of clients your company is trying to attract. My Goals: Demonstrate management expertise by analyzing your business processes, identifying weaknesses, and developing innovative solutions to accelerate opportunity. My focus is to understand and assess your business processes while recommend new products and services that are meaningful to your companies ROI.
Paul Sanfilippo's Background
Paul Sanfilippo's Experience
Vice President of Sales & Marketing at CPS Insurance Services
February 2010 - December 2010
Director of Insurance Sales at Crump Insurance
June 2004 - October 2009
Responsible for generating and delivering advances sales concepts and acquiring new clients generating over 7 million of target premium yearly.
Independent Financial Advisor and Broker at Ameritas Investment Corp
February 2000 - June 2004
Underwriter/Loan Officer at Ameriquest Capital Group
July 2003 - April 2004
SR. Financial Advisor at Foresters
September 2001 - April 2003
SR. Financial Advisor & Operations Analyst at Fleet Bank
December 2000 - August 2001
Financial Advisor at Morgan Stanley Smith Barney
December 1999 - January 2001
Financial Advisor at MetLife Financial Services
June 1998 - February 1999
Strategic Business Consultant/Brokerage Director at Pinney Insurance Center, Inc
January 2011
We are the first and only "Insurance Marketing & Service Organization" committed to providing our producers with industry Technology, Infrastructure SEO, Social Media & Networking services and solutions built direct for the consumer. We sold 20,000 insurance police directly to consumers in 2011. We Help Agents close the 3 black holes in the agency's practice; Website Conversion, Up-sell/Cross-Sell process & Becoming more Referable. Start implementing Website Quoting Tools For Life, Annuities, DI, LTCI, & Med Supps. Implement your a Marketing Automation Plan into your practice and stay relevant to your customers. Replicate your best clients on an ongoing basis have them introduce you to the clients that fit the profile.
Paul Sanfilippo's Education
Santa Monica College
1996 – 1997
General Ed
MiraCosta College
1993 – 1996
General Ed
Concentration: Psychology
Palomar College
1992 – 1994
General Ed
Concentration: Education
Long Island University, C.W. Post Campus
1991 – 1992
General Ed
Concentration: Education
Paul Sanfilippo's Interests & Activities
Soccer, Lacrosse, Coaching, Traveling
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