Steve Fretwell, BA, CLU
Steve is an expert in advising insurance organizations on how to develop and execute modern sales strategies that drive revenue growth. He has a proven track record of helping business leaders turn around poor sales performance in order to drive top line revenue and profit. His corporate career includes work in life and group insurance sales and distribution management for leading Canadian insurance companies as well as acting as specialty lines country leader for global risk management advisory and brokerage firms.
A results oriented consultant and thought-provoking advisor with an unwavering focus on identifying and executing on emerging best practices for revenue growth that are powerful differentiators used only by industry leaders. Steve brings actionable insight into emerging best practices for revenue growth are superior to the most common and pervasive best practices.
Deep expertise in automated underwriting system design and deployment for life and critical illness insurance sales directly to consumers as well as integrating systems to support digital interactions between advisors and their clients. Steve is a regular speaker at SOA meetings and a recognized industry expert providing advice and guidance to Goldman Sachs, McKinsey & Co as well as leading global research firms.
Steve focuses his consulting work on:
- Omni Channel Distribution Transformation
- Go to Market Strategy Development
- Market Segmentation – Accounts & Buyers
- Sales Talent Development – Planning, Acquisition, Performance Management & Support
- Customer Experience Design & Execution
- Product Design and Pricing for Online Distribution
- Sales Planning and Execution
- Customer Success Planning, Process, People and Performance
An infectious positive mindset and curiosity about how organizations and their people can become overwhelmingly persuasive.