This document profiles Graham Crouch and outlines his experience and qualifications as a top producer, marketing strategist, manager of sales teams, and driver of sales growth. Graham has over 20 years of experience in insurance, brokerage, and sales management. He has a proven track record of consistently exceeding sales goals, developing strategic plans, negotiating deals, maintaining client relationships, and boosting the performance of the sales teams he has managed. The document emphasizes Graham's skills in expanding business opportunities, increasing revenues and account values, and developing customized strategies to target key accounts and drive profits.

1. Building Business with a customer-first focus
Graham Crouch
Top Producer
Marketing Strategist
Managing Teams
Growing Sales

2. Graham Crouch
Top Producer, Marketing Strategist, Managing Teams, Growing Sales
Success Attributes
Work to expand the company's product reach and profit revenues.
Research new business opportunities and identify likely sales points.
Develop strategic plans and sales strategies.
Negotiate with prospective customers. Generate leads for sales staff.
Investigate economic conditions surrounding business activity such as industry
trends and competition.
Gather intelligence on customers and competition
Foster relationships with key decision makers among all active accounts.

3. Graham Crouch
Top Producer, Marketing Strategist, Managing Teams, Growing Sales
Matching Skills and Experience
Work to expand the company's product reach and profit revenues.
Tripled purchases/transactions with the largest U.S. brokerage firm.
Increased account value to approximately $1.5M in annual revenue within a 3 year period.
Closed more than 30% of Maple's total business in less than three years; consistently increased
overall value on national accounts in FL and
Research new business opportunities and identify likely sales points.
Leverage business opportunities with broad client base including insurance agents, financial
advisers, wealth management firms, and attorney

4. Graham Crouch
Top Producer, Marketing Strategist, Managing Teams, Growing Sales
Matching Skills and Experience
Develop strategic plans and sales strategies.
Leader in company sales and transactions over the last five consecutive years.
Coordinate strategic marketing plans with Regional Sales Team in an effort to drive profit from
exposure at trade shows and in key industry
Design and implement individualized strategic marketing plans targeting national accounts.
Negotiate with prospective customers. Generate leads for sales staff.
Company leader in sales transactions.
Staff and branch management experience; driving force behind sales agents/brokers who
increased sales performance by 28% in one year.
Master negotiator; successful on the front end or the back end of the sales and negotiation
process.

5. Graham Crouch
Top Producer, Marketing Strategist, Managing Teams, Growing Sales
Matching Skills and Experience
Investigate economic conditions surrounding business activity such as industry trends and
competition.
Actively engaged in researching economic trends, new products, and market conditions.
Leverage extensive network to know what's coming and where things are going.
Gather intelligence on customers and competition
Professional network helps to keep me informed of their customers and my competition.
Utilize multiple resources and technology to stay informed of the competition.
Keen ability to assess what's a true threat and who is just making noise.

6. Graham Crouch
Top Producer, Marketing Strategist, Managing Teams, Growing Sales
Matching Skills and Experience
Foster relationships with key decision makers among all active accounts.
Fostered relationships with key decision makers among all accounts with 50% of the accounts
tripling in overall face value.
Developed new accounts through relationship building, customer referrals, and networking.
Consistently maintain high level of customer service.

7. Graham Crouch
Top Producer, Marketing Strategist, Managing Teams, Growing Sales
Additional Areas of Expertise
Proven ability to excel in a highly competitive, time-sensitive environment.
#1 Producing Regional Sales Director for Maple Life Financial. Consistently close
65% of financial deals.
Licensed insurance Producer in 4 states - life, health, property, and casualty.
Advanced throughout 20+ year career - Experience as a Regional Sales Director,
Insurance Broker, District Sales Manager, and Sales Agent.
Managed and recruited sales teams - Boosted eleven-person sales team
performance from last place ranking to 2nd place district ranking in ju
Earned year-over-year Conference Qualifier and Top Producing Agent Awards in
the district at Home Mutual Life Insurance.
Inducted into President's Club as a Sales Agent for Mutual Life Insurance for
exceeding sales and customer retention standards.

8. Graham Crouch
Top Producer, Marketing Strategist, Managing Teams, Growing Sales
Personal Success Factors
Build bridges
An excellent boardroom presence
Active Learner
Anticipate obstacles
Acquiring and evaluating information accurately
Monitoring and correcting performance in systems

9. Graham Crouch
Top Producer, Marketing Strategist, Managing Teams, Growing Sales
Strategic Action Plan
Being visible / approaching others
Connect with Colleagues
Develop a personal productivity routine
Set goals for further improvement of
department/company success
Visit existing clients and develop rapport
Be visible / approach others
Review product profile and customer profile
30 Days
Clarify expectations
Analyze competitor strengths and weaknesses
Competitor assessment - identify weaknesses
and threats
Initiate brand review
Review marketing plan
Initiate corporate identity program
Establish positive working relationship
60 Days

10. Graham Crouch
Top Producer, Marketing Strategist, Managing Teams, Growing Sales
Why Graham Crouch?
Top Producer
Marketing
Strategist
Managing
Teams
Growing
Sales
Graham
Crouch
#1 Producing Regional Sales Director for Maple Life
Financial. Consistently close 98% of financial deals.
Leader in company sales and transactions over the last
five consecutive years.
Tripled purchases/transactions with the largest U.S.
brokerage firm.
Master negotiator; successful on the front end or the
back end of the sales and negotiation process.
Proven ability to excel in a highly competitive,
time-sensitive environment.
Extensive professional network across multiple
industries.
I want to be here!
I Have All The Pieces

11. Graham Crouch
Top Producer, Marketing Strategist, Managing Teams, Growing Sales
Contact Information
Graham Crouch
wealthport@live.com
4109409440