Brian Levins

Business Development & Strategy at Principal® Financial Network

Role
Business Development & Strategy at Principal Financial Network at Principal Financial Group
Location
Milwaukee, WI, US
LinkedIn followers
500 followers

About Brian Levins

I’m a hands-on marketing technology and business development leader focused on turning strategy into growth. I specialize in connecting consumer insight, data, and technology to build capabilities that drive revenue, loyalty, and competitive advantage.Over my career, I’ve led cross-functional teams across marketing technology, program management, and business development, building high-performing talent and delivering programs that stick — not just pilots that fade. I’m comfortable operating at both the strategic and execution level: shaping roadmaps, aligning stakeholders, and then rolling up my sleeves to remove obstacles and keep teams moving.I’m known for staying composed under pressure, making decisions in ambiguity, and proactively surfacing and clearing roadblocks for my teams. I push for innovation grounded in consumer insights, the competitive landscape, and market trends, taking calculated risks that balance long-term growth and near-term results.What I lead best:• Marketing technology initiatives that connect data, AI, and Salesforce Marketing Cloud to business outcomes• Business development efforts that identify, shape, and close new opportunities• Strategic, cross-functional programs from concept through adoption and scaling• Talent development and team building that elevate performance across the organizationFocus areas:• Marketing Technology • Salesforce Marketing Cloud • AI-Enabled Solutions• Strategic Planning • Business Development • Program Management• Brand Development • Consumer Insights • Supplier Long-Range Planning & Negotiations• Cross-Functional Leadership • Talent Development • Team BuildingI’m interested in connecting with leaders who are driving digital growth and transformation in their organizations.

Experience

  1. Business Development & Strategy at Principal Financial Network

    Principal Financial Group

    Jan 2008 — Present

Education

  • Marquette University

    Bachelor's degree, Business Administration and Management, General

Skills

  • College Funding Strategies
  • Wealth Accumulation
  • Financial Needs Analysis
  • Term Life Insurance
  • Income Protection
  • Survivor Income
  • Iras (Traditional & Roth)
  • Split Dollar Plans
  • Informal Business Valuation
  • Executive Benefits Strategies
  • Series 7 Registrations
  • Asset Allocation
  • Mutual Funds
  • Pension Plans
  • Supplemental Retirement Income
  • Estate Planning
  • Annuities (Variable & Fixed)
  • Wellness Programs
  • Buy-Sell Agreements
  • Universal Life Insurance
  • Business Continuation Strategies
  • Buy-Sell Review
  • Whole Life Insurance
  • Business Overhead Expense
  • Charitable Giving
  • Long-Term Care Insurance
  • Tax-Deferred Savings
  • Deferred Compensation Plans
  • Key Person Insurance

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Brian Levins — Business Development & Strategy at Principal Financial Network at Principal Financial Group in Milwaukee, WI, US | Unifers