25 POINT SYSTEMS - Key Persons
Job Titles:
- Advisory Board Member / Product
Product engineer focused on building amazing consumer experiences with highly-scalable, well-tested, and team friendly code. Currently focused on building applications with Swift 4, Node.js, MongoDB, and AWS. Also have a strong interest in crypto-currencies, and am currently developing on the Lisk platform.
Claudia es licenciada en Administración de Empresas. 12 años como Agente de Seguros. Desarrolladora y Coach de Agentes de seguros. CEO de Vuná Coaching Financiero.
Job Titles:
- Master
- Member of the Advisory Board
- Member of the Board of Advisors
Dr. Barbera is a master business coach, author, international speaker, consultant, and professor. She is a veteran of the financial services profession, retiring after 30 years as a Managing Principal and a distinguished 34-year career at Waddell & Reed.
She earned her Doctorate in Leadership and Organizational Change at USC (University of Southern California). Daralee is co-Principal of Diversified Professional Coaching (DPC) LLC. At The American College of Financial Services, she is the Program Director of the Master of Science in Management & Leadership, The Joseph-Liddy Chair of Practice Management and Leadership, and Assistant Professor of Leadership. She is a Past Board President of GAMA International, a former WIFS Woman of the Year, and the 2023 Will G Farrell Awardee.
Job Titles:
- Member of the Advisory Board
- Member of the Board of Advisors
An innovative leader in digital training and producer development for the Financial Services industry, Derek Wright is the visionary behind Tier 25, a gamified SaaS application built to facilitate meaningful change in how sales professionals learn their craft.
Derek is an accomplished Financial Professional, Trainer and Sales Manager, and an inspirational speaker that has successfully led sales teams in multiple, major U.S. markets. Prior to founding 25 Point Systems, Derek began his career in the Financial Services industry in 1997 at the age of 23, spending twelve hour days clipping wedding announcements from the newspaper, calling mortgage leads, and whatever else it took to succeed. In the midst of a booming economy and a roaring bull market, cold calling worked.
In 2001, Derek's hard work and commitment to excellence earned him a promotion to Sales Development Manager of New York Life's New Hampshire Field Office, where, as architect of the company's training and development program, he ultimately would become instrumental in driving production growth of over 40% in 2002 and 2003, while retaining new hires at a rate equivalent to four times the industry average. In 2004, he was again promoted to become Sales Development Manager of the New Jersey General Office, joining industry legend John Baier in overseeing $8 million in annual premium, and 240 Financial Advisors, beginning another three year stretch of 10% growth per year, while doubling the retention of new hires.
In 2008, Derek joined MassMutual Financial Group, and managed sales teams in Denver, Colorado, and Kansas City, Missouri for 3 years, before returning home to New England. In addition to qualifying for Sales Manager Summit in 2011 and 2012, he was the recipient of GAMA's Front Line Leader Award, among countless other accolades and honors, all while being consistently ranked among the top producers in the Providence Agency.
In an era of unprecedented industry change, Derek brings a high energy conviction, and unique perspectives on engaging a younger, more agile sales force through gamified technology solutions. In addition to his professional pursuits, Derek is an accomplished mountain climber, skier, runner, and a die-hard Red Sox fan, residing with his family and two children in Boca Raton, FL.
Job Titles:
- Director of Latin Markets
Fabiola joined 25 Point Systems as our Business Director in 2019 and in 2020 became our Director of Latin America. Fabiola has over 20 years of experience in the financial and insurance sector. Read on to learn more about Fabiola's impressive experience and what she brings to our Latin American market...
Job Titles:
- Executive Vice Chairman
- Member of the Advisory Board
- Member of the Board of Advisors
- CEO and Chairman of Seguros Monterrey New York Life
Gary Bennett became the CEO and chairman of Seguros Monterrey New York Life in November 2014 following successful roles across Asia, the United States and Australia. He initially joined New York Life in 2004 as President & CEO of its Hong Kong life insurance operation, and for the past decade has held company positions including CEO for India and CEO for Greater China. Mr. Bennett served as the Regional CEO and Vice Chair of New York Life International in Asia during the Strategic realignments of New York Life's international insurance business. Prior to joining SMNYL, he ran his own consulting business.
Mr. Bennett is currently responsible for setting the overall strategic vision for SMNYL, and strengthening and developing talent across the leadership team. Working closely with the senior leadership team in Mexico, he has helped the operation capitalize on opportunities in the region, while achieving sustainable, profitable growth.
An insurance veteran with more than 35 years in the insurance industry, including two decades in Asia, Mr. Bennett has held leadership roles of increasing responsibility with a number of companies in Australia and across Asia Pacific, including Prudential Corporation Asia and CMG Asia.
Grace C. Olores started her insurance career as an agent, and eventually as an agency leader. Three years, later, she was asked by her company, Sun Life of Canada, Philippines, to join the head office, with an assignment of expanding branch operations throughout the Philippines.
Job Titles:
- Director of LIMRA
- Regional Director - Southeast Asia
Khor had 13 years of corporate experience, with a multi-national company and then a local conglomerate, in Malaysia before starting his consulting practice in 2001. He gained valuable experience in alternative distributions, rising market sophistication, increasing regulation, the dramatic development of Takaful sub sector and the general globalization of the business during that phase of his career.
Khor was a founding Board Member of the Financial Planning Association of Malaysia (FPAM), a non-profit organization dedicated to the professional development of financial services industry in Malaysia. Khor speaks English, Bahasa and Mandarin.
Job Titles:
- Member of the Advisory Board
- Chief Executive Officer of the Hoopis Performance Network
Harry Hoopis is the Chief Executive Officer of the Hoopis Performance Network and is a renowned entrepreneur, leader, speaker and industry icon. Over his 40 year career, he built one of the largest and most successful financial services firms in the world in Chicago, Illinois.
During his illustrious career, Harry was awarded the Master Agency Award every year since its inception, received the Robert Templin Award for his many contributions to management development and is the recipient of NAIFA Chicago's Leadership in Life Award.
Harry was inducted in the GAMA International Management Hall of Fame. He served on the Board of Trustees for the GAMA International Foundation and is Past President of GAMA International as well as Northwestern Mutual's General Agent's Management Association. He is still an active member of two of the industry's most elite study groups, the LIMRA Research Agencies Group and the General Agents Symposium. Harry is also the principle author of The Essentials of Management Development, creator of the Firm Foundations seminar series, and developer of the Fixed Activity Commitment System. Harry is the author of the best-selling book, The Road to the Bountiful Life: Achieving Success in Financial Services and donates all proceeds to the GAMA Foundation.
Harry resides in Lake Forest, Illinois with his wife Bea of over 40 years. He has two adult children, Krina and Peter, and is the proud grandfather of Alex, Sophie, Teddy, McKenzy, Teagan and Brecklyn.
Harry joined the Vivo Mobile Advisory Board in May 2017.
Job Titles:
- Vice President - North America
Jack currently serves as Vice President for North America with the 25 Point System Organization.
Jack has a history of Success within the Financial Services Industry for over 35 tears. Most recently, he served as Chief Marketing Officer for The American College of Financial Services for over 15 years. In this capacity, Jack was responsible for the Marketing, Sales and Service of The Colleges Educational and Training Programs in the US and abroad.
In addition, Jack worked with Prudential Financial Services for 19 years. He began his career as an Agent and served as a Recruiter, Managing Partner and Regional Vice President. During this time, Jack was awarded many Company and Industry Awards.
Jack holds a degree in Business Management and has earned his CFP, CLU and ChFC designations.
Job Titles:
- Member of the Advisory Board
Experienced Private Client Principal with 25 years' experience in financial services specializing in financial reporting, hedge fund performance analysis, and alternative investment compliance. 21+ year background in single- and multi-family office services, with an emphasis on high-net-worth clientele. Skilled in a multitude of functions, including accounting, financial reporting, insurance, tax, legal, auditing, and investments with a Bachelor of Science (B.S.) focused in Accounting from Monmouth University and Certified Public Accountant in the State of New Jersey.
Job Titles:
- CEO
- Chairman
- Founder and CEO of Baier Consulting International
John Baier, CLU, ChFC, CLF, MSFS has 35 years of experience as a Managing Partner and has served as a company executive. As Managing Partner, he built a basically scratch agency into one of the premier agencies in the world. Baier was the 2013 inductee into the GAMA International Hall of Fame, the highest distinction in the financial services industry.
John Baier is the founder and CEO of Baier Consulting International and cofounder and Chairman of 25 Point Systems Inc.
John has more than four decades of experience in the insurance industry. He was a managing partner for New York Life for 35 years also served as Executive Director for Seguros Monterrey New York Life in Mexico. A well-rounded strategic planner, he excels at recruiting within the financial services industry. He also spends his days coaching, consulting, overseeing operations, and business development. He attributes his success to his systems, hard work, training, experience, and business acumen.
John oversees and supports several additional functions of the organization including marketing strategy and graphic design-related initiatives. Throughout his career, Jon has been heavily involved in the domestic and global insurance association space with roles focused on training and development, business development, creative and virtual conference production. He possesses a strong understanding of the financial services profession and is thankful to those who work so diligently to ensure the financial security of their clients.
Jon Kia joined the 25 Point Systems team in 2020 and is presently serving as the Vice President of Car25, North America (a subsidiary of the organization).
Joseph had 25 years of business experience before joining the financial and life insurance sector in 2010.
Josie Bolado is a foreign language teacher (CELE-UNAM) and has a diploma on Applied Linguistics (ALAD-UNAM).
Josie has worked as a scientific paper translator for 35 years at the Faculty of Medicine at UNAM. She is now working for Tier 25 as the Executive Assistant in Mexico City to John Baier, the founder of the 25 Point Systems.
Karina Li joined the 25 Point Systems team in 2017 as Executive Assistant.
Having lived in both Shanghai and Mexico City, Karina brings an understanding of the dynamics of both the Asian and Latin America markets. Karina is responsible for overseeing customer onboarding, billing and database management, and serves as a liaison between the company's headquarters in South Florida and its associates in the field in Mexico and Asia.
Represented by its chief consultant, Z Hashim, the company has more than 25 years of experience as a wealth & estate planning advisor and agency leader. Read More In the sector where Islamic principles and values are essential in the planning process, Hashim is recognized as a trusted professional by clients and fellow advisors alike. Currently affiliated to a Fortune 500 multi-national insurer as an agency manager, Z Hashim focuses his attention on wealth management & preservation, legacy and estate planning services for professionals and business owners. Following his track record as a successful MDRT-level achiever, Z Hashim is acknowledged as a performance coach in the financial services sector. He is regularly invited to advice and guide Islamic financial planners to improve their performance on different platforms.