2. I’ve always found myself to be someone who goes
above and beyond to help others accomplish their
goals. I’m someone who is a problem-solver. I
believe what led me down this path is seeing a
version of myself within others and have noticed
that most people have good intentions but bad
influences. The principles that I live by is to treat
others as I would like to be treated. My vision is all
about providing resources that communities will be
able to use for the greater good. I am in the
financial and insurance industries now and hope to
make this my future and that would create
generational wealth for my family, which is the
ultimate goal.
IDENTITY
3. PROFESSION
Potential Job Titles:
• Data Scientists
• Market Research Analyst
• Search Marketing Strategist
BRAND ARCHETYPE - My
archetype is the guy next door. I go
above and beyond to look out for
others where I help them achieve
their personal and professional
growth and development.
[DIGITAL MARKETING] for [INSURANCE INDUSTRY]
4. INDEPENDENT INSURANCE AGENCIES
TARGET AUDIENCE
AMANDA MARCO
Outreach Plan:
• Create a game plan so that potential clients have a
easier time identifying who you are and what you do.
• I will reach out to my target client by sending a
message on LinkedIn
• I will follow up with client one week after initially
introducing what I have to offer.
LICENSED AGENT
GRACE BORGES
Outreach Plan:
• Perform a business analysis to help determine clients
needs for leads.
• I will reach out to this client by sending a message on
LinkedIn
• I will follow up with this client 3 to 5 days after initially
contacting them.
BENEFITS
REPRESENTATIVE LEAD
ADRIENNE WINBUSH
Outreach Plan:
• Perform a business analysis to help determine clients
needs.
• I will reach out to this client by phone number, since it’s
provided on their profile.
• I will follow up with this client 3 to 5 days after initially
contacting them.
LIFE & HEALTH INSURANCE
AGENT
5. GOALS
Short Term: (Immediately After Graduation, 2024)
• Start an online marketing business.
‣I’d like to be able to start helping clients with
their website development, search engine
optimization, and social media marketing.
Mid Term: (2029)
• Specific goal you want to achieve in mid term.
‣Before hitting age 40, I’d like to be able to own
and operate multiple online businesses that
would generate income on its own.
Long Term: (2035)
• Specific goal you want to achieve in long term.
‣By age 45, I’d like to be able to use the income
that I’ve earned through multiple income
streams to buy, flip, and own multiple
properties and create generational income for
my children and my children’s children.
6. SKILLS ANALYSIS
Notable Skills & Current Proficiencies:
Notable Skills REQUIRED in TRADE & Current Proficiencies:
Microsoft Office, Word, Excell,
Powerpoint, Access, Publisher
SOFT
HARD
Novice / Adept / Expert
Adobe Creative Suite Novice / Adept / Expert
Communication Novice / Adept / Expert
Problem-Solving Novice / Adept / Expert
Web Platform Development
SOFT
HARD
Novice / Adept / Expert
Web Page Creation Novice / Adept / Expert
Problem-Solving Novice / Adept / Expert
Data Analysis Novice / Adept / Expert
7. I help Business Owners do their very best by
offering simplified solutions to help build
their brand awareness.
[WHO?] [WHAT?] [HOW?]
PROMISE
8. CREDENTIALS
Work Experience:
• Insurance Agent, Benefits Counselor,
Sales Manager
Education:
• Licensed Insurance Agent, Health & Life
2-15 license
• Digital Marketing, B.S., Full Sail University (Exp. 2024)
Leadership Roles:
• I have managed multiple businesses
ranging from retail to financial
backgrounds
9. COMPETITION
FIRST LAST NAME
Noteworthy Experience:
• Property, Casualty, Life and Health Risk Advisor,
insurance broker, sales manager
BRAD RAMPHAL
Industry Experience:
• Industry experience goes here
Education:
• No education listed on LinkedIn
Skills and Proficiencies:
• None listed
Overall Online Presence:
• How many connections?, banner image customized?,
professionalism of headshot?, how detailed is the
profile?, published articles?, active on other social
media?, is their LinkedIn URL customized?
• Grade: Poor, Average, or Superior?, XX out of 100
Industry Experience:
• Industry experience goes here
Education:
• Education experience goes here
Leadership Experience:
• Property and Casualty, Life and health insurance,
employee benefits and payroll deduction, sales
manager
Skills and Proficiencies:
• Life & Health Insurance - 215 license - 0 endorsements
• Digital Lead Generation for Insurance sales - 0
endorsements
Overall Online Presence:
• 93 connections banner image customized?,
professionalism of headshot?, how detailed is the
profile?, published articles?, active on other social
media?, is their LinkedIn URL customized?
• Grade: Poor, Average, or Superior?, XX out of 100
10. COMPETITION
RACHAEL OSSOVICKI
Industry Experience:
• 8+ years of marketing experience.
B2B & B2C
Education:
• Former Army Sergeant. Bachelor’s Degree in Marketing
at The University of Akron
Leadership Experience:
• Former Army Sergeant
• ROTC
Skills and Proficiencies:
• Amazon Marketing Services (AMS) - 0 endorsements
• Content Marketing - 0 endorsements
• Online Advertising - 0 endorsements
BRAD RAMPHAL
Overall Online Presence:
• 500+ connections, no banner art, professional
headshot, profile is extremely organized, a lot of
published articles, don’t see any other social media,
LinkedIn URL is customized
• Grade: Superior, 90 out of 100
Industry Experience:
• 1+ year of marketing experience.
Education:
• Full Sail University (Exp Graduation date 2024)
Leadership Experience:
• JROTC
• Management experience in retail sales
Skills and Proficiencies:
• MS Office - 0 endorsements
• Website development & SEO - 0 endorsements
• Insurance website & branding - 0 endorsements
Overall Online Presence:
• 93 connections, banner image not customized, no
professional headshot, profile is not organized much,
no published articles, has Facebook, LinkedIn URL is
customized
• Grade: Poor, Average, or Superior?, Poor, 45 out of
100
11. BRAND POSITION
For Insurance Agents who are looking to build a
stronger online presence, I provide DIGITAL
TOOLS & RESOURCES THAT WOULD MAKE
YOUR BUSINESS THRIVE because I HAVE
HELPED MANY INDEPENDENT BUSINESSES
GENERATE LIFE CHANGING INCOME.
RAMPHAL INSURANCE AGENT & MARKETING SPEC
12. NETWORKING &
MARKETING
Industry Events & Organizations
• Insurance Marketing Online Sales & Lead Generation
‣ JUNE 16th, 2023 | ORLANDO, FL
Digital Marketing
• Primary Content: The content type that we will be going over
pertains to digital marketing, advertising, social media, and the
insurance industry on a whole.
• Primary Tools: LinkedIn, Facebook, Instagram
• Website: My website will be more like a sales funnel where
potential clients are able to find out more about me and what I
do.
13. PROFESSIONAL DEVELOPMENT
Mentor
• What type of mentor will you seek as you embark on
your career path? What experience and/or lifestyle
should they have? DATE TO EST. PARTNERSHIP
Formal Education
• Include degree program here and/or other professional
certification programs you intend to complete w/ dates.
Technical Skills
• Specific task to address a technical skill gap -
organization name, MONTH YEAR
• Specific task to address a technical skill gap -
organization name, MONTH YEAR
• Specific task to address a technical skill gap -
organization name, MONTH YEAR
Soft Skills
• Specific task to address a technical skill gap -
organization name, MONTH YEAR
• Specific task to address a technical skill gap -
organization name, MONTH YEAR
• Specific task to address a technical skill gap -
organization name, MONTH YEAR
14. BRAD RAMPHAL
You know about getting leads through online marketing? Well, what I do is
optimize your online presence by rebuilding your website and restructuring
your search engine optimization. In fact, I help hundreds of businesses like
yours achieve success and generate a lot of income on a case to case
basis.
15. REFERENCES
Simplilearn. (2023, February 24). What
is a marketing analyst?: Job role and
responsibilities: Simplilearn.
Simplilearn.com.
https://www.simplilearn.com/what-is-a-
marketing-analyst-article
https://www.linkedin.com/in/awinbush/
https://www.linkedin.com/in/amanda-
marco-019592187/
https://www.linkedin.com/in/grace-
borges001/
https://www.pexels.com/photo/men-
sitting-at-table-smiling-7821498/
https://www.linkedin.com/in/rachaeloss
ovicki/
Editor's Notes
Forbes Most Valuable Brands List (2017): https://www.forbes.com/powerful-brands/list/
Apple 2. Google 3. Microsoft 4. Facebook 5. Coca-Cola 6. Amazon 7. Disney 8. Toyota 9. McDonald’s 10. Samsung
Methodology:
Forbes valued more than 200 global brands by looking at three years of earnings and allocating a percentage of those earnings based on the role brands play in each industry (e.g., high for luxury goods and beverages, low for airlines and oil companies). We applied the average price-to-earnings multiple over the past three years to these earnings to arrive at the final brand value.