Jeffrey Bebee
Rockbridge Financial
St. Louis, MO
Work Experience
Managing Partner
2001 to Present
- St. Louis, Missouri 2001 to present
(A life insurance general sales agency specifically created to develop partnerships with CPA firms and banks to provide Advanced Planning, Marketing, and Underwriting services for the sales of life policies for the benefit of clients.)
• Successfully integrated the development of insurance sales with CPA firms resulting in a seamless transition of new revenue streams and stronger relationships for existing clients.
• Providing extensive product training and marketing platforms to an industry that historically was reluctant to offer such services to existing client base.
• Instituting cross-marketing programs with various departments within the CPA and banking divisions that benefitted multiple interests: Premium financing models, Wealth Management services, Estate Planning.
• Selected as Primary service provider for several firms, including Commerce Bank, already offering insurance sales due to sales modeling capabilities, educational performance, attractive revenue margins, quality of case management and underwriting services.
• Increased sales of existing firms by 100 to 200%. Successfully introduced case opportunities that exceeded $100,000 in target premiums.
Director of Investment Planning Services
1999 to 2000
Responsible for the development of market-based investment financial planning services for the Midwest Region of a traditionally focused life insurance agency. Instituted training and marketing strategies in conjunction with Corporate sales to assist regional life agents by providing newly developed investment planning services. Installed systems to monitor growth of program success.
• Successfully negotiated with advisors and potential clients, which resulted in 40% commission growth from previous year.
Registered Investment Advisor
1996 to 1999
based investment manager with approximately $5 million under management)
Vice President Sales
1994 to 1996
Vice President of Sales
1991 to 1994
Education
Bachelor of Arts in Economics
1983
Additional Information
Owner of a life insurance general agency with broad financial and operational experience in the placement of life insurance for individuals, as well as clients of both banks and accounting firms. Regarded as an analytical problem solver and critical thinker with proven record of accomplishment in the development of insurance sales within non-traditional distribution channels. Recognized for ability of educating and promoting insurance sales with fiduciaries (bankers, CPAs) by implementing creative solutions to specific client challenges. Considered by partners' management and peers as an enthusiastic leader with excellent communications skills at all levels of the organization.
