Hi M**k, I hope you’re doing well. I’m J*****e, an HR recruiter at StrategyBrain, and I came across your extensive background leading health and life insurance solutions at U***s and B***n. We’re currently partnering with W***s on a Regional Director of Health & Life Insurance Solutions role in South Florida. It’s a leadership position focused on driving strategic sales growth, mentoring a team of agents, and shaping client engagement programs. With your track record in building loyal client relationships and growing revenue, I’d love to share more details and see if it aligns with your career plans. Would you be open to a brief conversation?

Hi M**k, Thanks for your interest. In this Regional Director role you’d lead a core South Florida team of licensed health & life agents and benefits advisors (currently 8,10), with plans to scale headcount as you hit key milestones. Your main goal is to drive 15,20% year-one revenue growth in our health & life portfolio, expand market share among small and mid-size employers, and boost client retention through innovative engagement and loyalty programs. You’ll own the regional P&L, set strategy and targets, mentor your team, and partner closely with marketing, product and compliance to launch targeted campaigns. If that scope matches what you’re looking for, what does your schedule look like for a 20-minute call? I’m available tomorrow afternoon or Wednesday morning,let me know what works best. Looking forward to diving in!

Hi M**k, Great question,here’s a quick overview of the support and resources you’ll have in place: 1. Cross-Functional Partnership: A dedicated marketing team and product specialists will collaborate with you on targeted campaigns, messaging, and new product rollouts. 2. Data & Technology: You’ll have access to our proprietary CRM and analytics platform for pipeline management, performance reporting, and client insights. 3. Compliance & Operations: A regional compliance officer and operations coordinator ensure smooth quoting, enrollment, and renewals,so your team can focus on selling and relationship building. 4. Talent Growth Budget: As you hit milestones, there’s planned headcount expansion, plus leadership development programs and ongoing sales coaching. Does that align with what you had in mind? I’m happy to dive deeper on Wednesday at 10:00 AM. I’ll send over a calendar invite,looking forward to our conversation. Best, J*****e HR Recruiter, StrategyBrain

Hi M**k, Glad that resonates with your U***H experience. Below is a high-level outline of the regional analytics dashboard you’ll have access to: 1. Revenue Performance - YTD vs. target for health & life lines - Growth trend by month and product tier 2. Pipeline & Funnel Metrics - Number of quotes issued, proposals outstanding, and close rates - Avg. deal size and time-to-close 3. Team Activity & Productivity - Agent-level call/email/meeting counts - New business applications submitted 4. Retention & Renewal Insights - Renewal ratios by client segment (SMEs, independents, individuals) - Lapse rates and at-risk policy flags 5. Client Engagement & Loyalty - NPS or satisfaction scores from recent surveys - Cross-sell/up-sell uptake on add-on products 6. Market & Competitive Analytics - Regional market share estimates - Top brokers/partners performance I’ll share a brief PDF mock-up of these widgets to your inbox shortly. Looking forward to diving deeper on our call Wednesday at 10:00 AM. I’ve sent a calendar invite,please let me know if any adjustments are needed. Best regards, J*****e HR Recruiter, StrategyBrain