Phillip Bryant
Charlotte
Summary
Outgoing Digital Marketing Consultant highly trained in financial advisor engagement and content generation. Promoting strong work ethic and outstanding communication skills. 5 years’ experience of digital marketing experience within the financial industry helping manage financial advisor social media channels and helping increase brand awareness while obtaining new clients. An individual who has an analytical mindset with the ability to problem solve and work in a fast paced, high-pressure environment.
Overview
7
7
years of professional experience
Work History
Social Media Consultant
Brighthouse Financial
08.2021 - Current
- Assisted in leading the creation of the social media handbook made for financial advisors that was used for an email & social media campaign
- Campaign generated 967 leads and generated $16M in sales
- Exceeded lead generation goals by 117%, securing 939 qualified leads and $19.2M in sales through innovative strategies
- Drove 99% increase in ROMI and 11% boost in sales contribution YoY through social media optimizations
- Cross-functional collaborator, seamlessly working with teams across marketing, content, lead management, legal, and more
- Managed full social editorial for advisor audiences and Secure Seniors, overseeing hundreds of posts each quarter
- Played key role in the significant growth of the company’s LinkedIn account increasing followers by over 2500 including key advisors and employers
- Work closely with media and creative agencies on budget, strategy, and recommendation throughout year to engage with secure seniors and financial professionals
- Providing insight such as budget, creatives, and copy recommendation.
- Increased brand awareness by developing and implementing targeted social media strategies.
- Spearheaded successful product launches through coordinated cross-platform campaigns that generated buzz among target demographics.
Marketing Consultant
LPL Financial
04.2020 - 08.2021
- Executed digital marketing strategy for 15+ LPL Advisors presenting strategy to help increase brand awareness and obtain clients
- Scheduled content to be distributed by social media, email, and blog
- Implemented lead generation and niche prospecting process and workflow for implementation in advisor's practice to drive business growth for advisors and LPL Financial
- Collaborated with compliance to ensure content, brand and messaging are approved.
- Leveraged email marketing best practices to increase open rates, click-through rates, and overall campaign effectiveness.
- Crafted persuasive copywriting for various channels including websites, advertisements, blog posts, and more.
Sales Analyst; Team Lead
Brighthouse Financial
09.2017 - 04.2020
- Lead advanced research and participate in special studies, troubleshoot, analyze data, and assist in modeling future short- and long-term financial results
- Promoted to team lead in 2nd year to train new hires, manage 4 projects simultaneously, and handling any escalations and questions the team has
- Point of contact to internal and external sales team regarding new product launches and training on how the product will benefit advisor and client
- Prepare monthly scorecard that details performance trends and recommend
- Develop and maintain external and internal relationships through weekly email campaigns being sent out to ensure proper information is being provided
- Recommended a process to improve normal business procedure that saved the company $5,000 every quarter
- Assisted with implementing a CRM tool to be used in our internal database to collect data and metric reporting.
Education
Bachelor of Arts - Communications
The University of North Carolina At Charlotte
Skills
- Advanced in Microsoft Office Suite (Word, Excel, PowerPoint,)
- Campaign Management
- SharePoint
- WorkFront
- HubSpot
- Khoros
- Brand Management
- Social Media Platforms
Timeline
Social Media Consultant
Brighthouse Financial
08.2021 - Current
Marketing Consultant
LPL Financial
04.2020 - 08.2021
Sales Analyst; Team Lead
Brighthouse Financial
09.2017 - 04.2020
Bachelor of Arts - Communications
The University of North Carolina At Charlotte
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