PT Marketing specializes in setting appointments for insurance and investment professionals to speak with the decision makers of small and mid-size businesses about specific employee benefits, retirement planning, business succession, and property and casualty needs.
Vice President, Operations
Profile XT – Job Fit Assessment
Measure human potential and predict job performance with these online assessment tools. You can use these resources to assess the 'DNA' of candidates or existing staff and benchmark their potential for a specific job, such as insurance sales, account management, or receptionist. The information you receive from these reports will help you make better human capital decisions.
Operating an efficient business model is necessary for managing profitable growth. Efficiencies can be created by optimizing processes and integrating technology. These resources will guide you in creating the necessary business processes to maximize capacity, streamline workflow, and build a scalable organization. A well-run operation can do more with less, allowing a firm to control overhead growth and manage healthy profit margins.