Carrie Serocki

Carrie Serocki

Marketing Director

13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: (262)717-6118
Fax: (262)717-5935
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.

BUSINESS PHILOSOPHY

My goal is to help you develop your overall marketing strategy and promote the firms brand.  I will help you utilize all of the Marketing Tools that are available to you and assist you in developing your marketing plan.

 

 

PLANNING
 
• Provides training on marketing, 90-day planning
• Assists agents and teams with development of plans
• Monitors and reviews marketing plans
• Assist in data entry of Financial Profile’s
• New Business Illustration support
 
PUBLIC RELATIONS AND PUBLICITY
 
• Photo
• Profile Bio - create and reproduce
• Press Release
• Networking events / sponsorships
• Tradeshow assistance
• Design and maintenance of firm website
• By-Lined Article program
• Assistance with the Information Research Center
 
LEAD GENERATION
 
• Direct mail programs through NEFDirect and other
  approved vendors
• National Home Office campaigns
• Set up assistance with ‘Wave Mail’ programs
• Manages E-Leads Program, ERWEC, Term  
   Conversion, MetLife Advice, etc.

 

 

UNASSIGNED CLIENT PROGRAM
 
• Train associates on program processes and
   responsibilities
• Coordinates and manages distribution of eLeads
• Monitors associate follow-up and tracking
 
SEMINARS
 
• Assistance with preparing for the seminar, invitation,
   site selection, etc.
• Emerald Seminars available as well as NEF Free
   Seminars (company has projector available for you to
   use)
 
CLIENT APPRECIATION EVENTS
 
• Booking of site, setup, invitation of event
• List distribution if applicable
• Coordination of meeting
• Management and implementation of follow-up
 
ADVERTISING
 
• E-Relationship
• Emerald Personalized Web Site
• NEF Direct Contact Mailings
• NEF Approved ad’s
 
TECH SUPPORT
 
• Setup and installation of software on new
  computers
• Ongoing tech support as well as 1-800-ask-met-2

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Sign in to Your Account
Contact Us

13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: 262-717-6140
Fax: 262-717-6135

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