Mark Johnson
Elite Advisor Strategist at CEG Worldwide LLC- Claim this Profile
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Bio
Credentials
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Certified High Performance Coach
High Performance Institute (HPI)Jun, 2018- Oct, 2024
Experience
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CEG Worldwide LLC
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United States
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Financial Services
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1 - 100 Employee
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Elite Advisor Strategist
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Sep 2022 - Present
Mark Johnson and his colleagues at CEG Worldwide deliver the No. 1 coaching & consulting program for elite financial advisors. Mr. Johnson is an Elite Advisor Strategist at CEG Worldwide where he serves Elite Financial Advisors by helping them transform their complex financial service operations into a simple, elegant, and scalable wealth management practice that serves fewer, but wealthier clients and creates tremendous value now and into the future so they can live a life of significance. Show less
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Acumen Growth Partners, Inc
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Jackson, Wyoming, United States
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Chief Executive Officer
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Feb 2017 - Present
The World Has Changed The Way It Buys. Isn't It Time You Change The Way You Sell? Acumen Growth Partners represents the future of sales. We are proud to serve the Financial Services space and help them navigate the significant change that all sales organizations are facing whether they realize it or not. We have closely studied and gathered insights from 1,000+ cutting-edge startups and other forward-thinking companies in Silicon Valley that have already successfully navigated this new era of selling. As a result, we have developed an adapted version of the Silicon Valley Sales Approach for the Financial Services space and we are excited to work with the forward-thinking Sales Executives and Sales Leaders that have made this a strategic imperative. "How You Sell" has now become more important than "What You Sell". What are you waiting for? The future is NOW! To get started just send me a quick note at mark@WealthBridge.io Show less
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Halo Investing
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United States
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Financial Services
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100 - 200 Employee
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Head of Marketplace Sales
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Jun 2021 - Dec 2021
Hired to develop Halo's Go-To-Market Strategy so they can reach their next-level sales goal of $100,000,000 so they can successfully raise their Series C funding objective. Named by Fast Company as the top 10 most innovative FinTech companies, Halo Investing is the first multi-issuer global technology platform for protective investment strategies. Based in Chicago, with offices in Zurich, UAE and Singapore, Halo Investing gives financial advisors, wealth managers and RIA’s access to structured notes, buffered ETFs, and annuities.Halo has created an ecosystem that fuels innovation, transparency and efficiency to all stakeholders in the value chain. By delivering the best pricing and execution to the clients it serves, Halo is changing the world of investing by democratizing the protective investment marketplace. Show less
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C-III Capital Partners LLC
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United States
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Real Estate
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1 - 100 Employee
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Divisional Sales Manager
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Jul 2016 - Jan 2017
Sales Strategy & Management Consulting Sales Strategy & Management Consulting
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MetLife
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United States
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Insurance
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700 & Above Employee
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National Sales Director
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May 2014 - Feb 2016
• Co-Led national distribution of annuity solutions via 800+ unaffiliated broker/dealers. Channels included national wirehouses, regional broker/dealers, banks, and independent advisors. • Pursued parallel growth strategy, rebuilding external sales force from a low of 45 wholesalers up to 75 while increasing effectiveness of existing team with new strategy and sales process. • Increased sales over 38% in 2015 to $5B+ despite negative 10% growth in industry. • Served on the Executive Committee, in collaboration with Bain Consulting, that designed and implemented the 5 year plan to successfully re-enter annuity market after several years of strategically resizing the business. • Selected to attend Executive Leadership Program at Harvard Business School• Introduced, championed, and implemented the Challenger Sales process and training programs to transform the relevance of our sales force as valued partners in financial planning process, repairing damaged relationships in market. Show less
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Divisional Sales Manager
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May 2009 - Apr 2014
Managed a sales force of 23 wholesalers that cover the wirehouses located in the western 2/3 of the United States.• Served as one of six executives asked to lead major reorganization combining annuity and life distribution businesses, creating a 70% reduction in fixed distribution costs. • Led team of 23 annuity and life wholesalers dedicated to all distribution channels. • Effectively managed increasingly complex relationships – including home office, external, and internal - through significant continuing strategic reductions in both sales and headcount. Show less
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Lincoln Financial Distributors
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United States
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Financial Services
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400 - 500 Employee
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Divisional Sales Manager
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May 2005 - May 2009
With over $300 billion in AUM and a history dating to 1905, LFD is one of the leading distributors of insurance products including variable annuities in the U.S. Divisional Sales Manager – Planner Channel (Jan 2007 to Apr 2009) Led and Managed 13 Regional Marketing Directors in the Independent broker/dealer channel covering 17 States throughout the Midwest and Northeastern U.S. • Improved market penetration from 5th place to 1st based on sales by rebuilding sales team. • Recruited “A” Players from the market to replace 60% of team. • Hired additional wholesalers to increase coverage of financial advisors that are known VA producers. • Initiated and influenced the wholesale change of corporate CRM platform to Salesforce.com. • Influenced the development of more scientific metrics to measure the ROI on marketing campaigns so that LFD can achieve a higher return on each marketing dollar invested. • Developing wholesalers’ skills to be more effective and efficient in territory management and target marketing by implementing processes and systems developed by Sequoia. Show less
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Wilmington Trust
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United States
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Financial Services
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700 & Above Employee
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Senior Vice President
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2000 - 2002
Responsible for business development, marketing, and territory management for four separate account strategies. Developed and maintained advisor relationships in Smith Barney, A.G. Edwards, PaineWebber, Morgan Stanley, and Wachovia Securities in a 13 state territory that encompassed the Midwestern United States. • Implemented “Pillars of Optimization” marketing system that I developed and taught at The Hartford/Planco. • Grew assets under management 60% to $650 million in first 12 months. • Ranked #1 of 6 teams across the United States. Show less
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The Hartford
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United States
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Financial Services
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700 & Above Employee
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Divisional Sales Manager
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Aug 1992 - May 2000
As a pioneer in the financial asset distribution industry, Planco’s unique culture developed dozens of sales leaders over the last 25 years that have gone on to lead many of the significant financial services firms that dominate the landscape in 21st century Divisional Sales Manager – All Channels (Jan 1999 to May 2000) Led and managed a sales division that was comprised of 11 Midwestern states and 16 Regional Marketing Directors covering the Wirehouse, Independent, and Bank channels. Responsible for sales of mutual funds, variable annuities, 401k, and life insurance. • Developed and implemented wholesaler marketing system ”Pillars of Optimization”. • Increased mutual fund and annuity sales from $800 million to $1.6 billion making it the fastest growing division at The Hartford/Planco. • Grew sales force by 33%. • Served on Planco’s marketing committee that was responsible for developing content for presentations, revenue generating ideas, systemization. Regional Marketing Director (Aug 1992 to Jan 1999) Responsible for business development, marketing, and territory management in the Wirehouse and Edward Jones channel in Minnesota & Wisconsin. • Grew territory sales from $36 million in 1992 to $225 million in 1998. • Ranked #1 of 96 regional directors in 1998 • Received Planco “Top Five” Award in 1994, 1995, 1996, 1997, 1998. • Consistently ranked #1 or #2 in Hartford Mutual Fund sales. Show less
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Education
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2015 - 2015
Harvard Business School Executive Education
Certificate, MetLife Executive Leadership Program -
1986 - 1990
University of Wisconsin-Madison
Bachelor of Business Administration - BBA, Real Estate and Urban Land Economics
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