John Saad

Founder & Chief Executive, Big Ridge Consulting, LLC | Industry Speaker & Thought Leader | Distribution Strategy | Advanced Markets | Growth Leadership | CRM Optimization | CLU®, ChFC®, CLF®

Role
Founder and Chief Executive at Big Ridge Consulting
Location
Greensboro, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About John Saad

Most life and annuity organizations are not losing because of the market. They are…

Experience

  1. Founder and Chief Executive

    Big Ridge Consulting

    Sep 2025 — Present · Winston-Salem, NC, US

    Established consulting firm dedicated to elevating insurance agencies, brokerages, and carriers through strategic distribution, marketing, and advanced sales guidance.• Leverage deep industry expertise, relationships, and recognition to simplify complex products and concepts into actionable, client-ready strategies that drive measurable sales growth.• Provide mentorship and advisory services to Independent Marketing Organizations (IMOs), Brokerage General Agencies (BGAs), Master General Agents (MGAs), and Personal Producing General Agents (PPGAs).• Create engaging presentations, training, and workshops that translate advanced sales and technical concepts into clear, tailored growth strategies for agents and advisors. Advance thought leadership through speaking engagements.Select Offerings• Maximize adoption of Salesforce CRM and similar technologies to optimize distribution pipelines, improve agent productivity, and strengthen client engagement.• Drive future-proofing in standard practices by guiding adoption of artificial intelligence (AI) and emerging technologies for use in planning, research, and marketing execution.• Position client organizations to grow business across multiple carriers while expanding market presence and strengthening their National Life Group distribution.• Champion firm’s guiding principle, “Elevate your practice to new heights,” through actionable strategies that blend industry insight with innovative tools.

Education

  • Dunwoody High School

    High School Diploma

  • Wake Forest University

    Bachelor of Arts, Political Science and Government

  • The American College of Financial Services

    CLU®, ChFC®, CLF®, Insurance

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John Saad — Founder and Chief Executive at Big Ridge Consulting in Greensboro, NC, US | Unifers