Kyle Valencia
Vice President, Business Development and Growth
- Role
- Vice President, Business Development and Growth at J.D. Mellberg Financial
- Location
- Tucson, AZ, US
- LinkedIn followers
- 500 followers
About Kyle Valencia
As an individual I pride myself on knowing more than just my job and responsibilities. I…
Experience
Vice President, Business Development and Growth
Jan 2020 — Present · Tucson, AZ, US
Vice President of Business Development and Growth with a strong focus on shaping and executing strategic marketing plans, aligning financial strategies, and leading high-performing teams. My expertise spans overseeing all marketing activities, from print to digital, to ensure a unified brand identity. Collaborating closely with leadership, I contribute significantly to business development strategies, placing a strong emphasis on vetting new mediums for diversification. A key aspect of my role involves meticulous financial oversight, including the preparation of reports, KPI monitoring, and insightful analysis of variances. Leading a dynamic marketing team, I foster cross-functional collaboration and stay ahead of industry trends. Additionally, I take charge of managing the company\'s online presence, allocating resources strategically, and upholding stringent compliance processes.
Education
Pima Community College
Associate's degree
University of Arizona - Eller College of Management
Bachelor of Business Administration - BBA
Skills
- Investments
- Fixed Annuities
- Strategic Planning
- Risk Management
- Retirement
- Outbound Dialers
- Inbound Dialers
- Retirement Planning
- Team Building
- Management
- Microsoft Excel
- Marketing
- Sales
- Insurance
- Financial Planning
- Life Insurance
- Small Business
- Sales Management
- Customer Retention
- Call Centers
- Customer Service
- Ivr Specialist
- Project Management
- Dialer Management
- Leadership
- Call Flow Design
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