"We have an innate desire to endlessly learn, grow, and develop. We want to become more than what we already are. Once we yield to this inclination for continuous and never-ending improvement, we lead a life of endless accomplishment and satisfaction."
- Chuck Gallozzi
Our mission is to become the global leader in the outsourced sales and marketing industry by taking a genuine and passionate interest in the growth of our people and our clients.
We will continue to expand and increase our influence on the domestic and international stage, while constantly developing our leadership roles in the for-profit and non-profit sectors.
Through our vision, our competitive drive to be the best, and our unrelenting work ethic, we will make our positive mark on the world by making a positive mark in the lives of every individual or organization we come in contact with.
Dream big dreams, for only big dreams have the power to move mens souls.
-Marcus Aurelius
Thus far in 2011 The SoCal Group, has expanded into the Los Angeles and San Francisco markets, adding to our Orange County and Salt Lake City locations. Our current clients have given us the green light to expand into all other major West Coast markets as soon as possible, as well as bolstering our existing campaigns in our current locations. By 2014 our goals are to have 12 offices opened on the West Coast, with a strong enough domestic base to allow us to expand into Western Europe. Prospective European markets include London, Copenhegen, Berlin, Amsterdam, Munich, Barcelona, Madrid, and Vienna. By 2020 we plan to be firmly established throughout the United States, Europe, India, China, Korea, Japan, Central and South America, and Australia.
From a business development standpoint, we are excited about the near rollout of three new campaigns in three emerging new industries. We are currently running test pilots with a VOIP, solar, and social media client, all of which are projected to be in the top five fastest growing industries over the next decade.
Long term, we are looking to have a footprint in every major international market as the premiere outsourced sales and marketing company in the world, representing a diverse range of clients in cutting edge industries. Along the way we will take our heart of service into the non-profit sector, establishing self-sustaining international non-profit businesses that measure success through social impact rather than profit and loss margins.
Today’'s business climate, more than ever before, is constantly changing and evolving. Development in technologies, communication, globalization, consumer demand, and products entering the market, have forced companies to drastically alter the way they do business in order to stay competitive. While industry leaders look to innovate, streamline, and constantly stay ahead of the curve, the one thing that has never changed for them is their pursuit of the ultimate bottom line in business: to increase market share and expand industry presence.
The clients we represent are some of the largest and best known in their respective industries, and they have proven for decades their ability to stay ahead of the competition. While they continue to specialize in their products and services, our clients have come to us for our ability to market and deliver these products and services to the small and medium sized business world. By specializing in face-to-face, one-on-one direct contact, our account executives are able to build personal relationships with each customer, allowing us to consult their business needs, and ultimately show them how our client’s products and services are going to be a benefit to their business.
What makes our face-to-face specialization so attractive to our clients is our 100% guaranteed return on investment. Unlike typical advertising and marketing campaigns that have huge upfront costs but very uncertain and often immeasurable returns, we guarantee that every dollar spent is directly correlated to the acquisition of a new business account. If we do not perform, our clients lose nothing. When we do perform, our clients gain thousands of new business customers and millions of dollars in new revenue.
We are able to make this guarantee in every business market across the U.S. and around the world, where the small to medium sized target market we focus on makes up ninety five percent of all business worldwide. What this means for us and our clients is unlimited growth potential. Due to our ability to perform, our clients have asked us to expand into every major market up the west coast, before opening up markets across the U.S. and then internationally into Western European and Asian markets.
CAREER OPPORTUNITIES AND EDUCATION THROUGH THE SOCAL GROUP, INC.
We pride ourselves on our fun yet competitive culture based on integrity, character, and performance. As we continue to expand and diversify into new industries and new markets, we are looking to train and promote entirely from within, with leaders and performers advancing rapidly as we grow. We do not believe in seniority or tenure, but instead contribute much of our success to the drive, energy, and motivation of our people to achieve beyond normal corporate standards. Work ethic, impeccable attitudes, and humble student mentalities are the cornerstones of our organization, and the characteristics that will always be recognized and promoted over all else.
At The SoCal Group, we firmly believe that those who chase money and titles alone will be chasing them their entire lives, to limited avail. On the other hand, those who seek constant personal and professional growth will find not only that, but also fulfillment and success in all other areas of life.
John Wooden, the legendary coach of the UCLA Bruin basketball team, led the program to unprecedented success with a 620-147 record and 10 NCAA championships in his 27-year coaching career. While he remains the most successful athletic coach of all time, his real legacy lies in the impact he made on the players he coached and the lives he touched.
Far more than the wins, losses, or titles, Wooden's players look back on the years they spent under their coach as the most educational and formative years of their lives. They will tell you that instead of simply learning how to win, they learned to become better family men, better fathers and husbands, developed better characters, became more involved in their communities, and developed many of the traits that have led them to successful, well-rounded lives.
Just as not every player continued with UCLA, coach Wooden, or went on to NBA stardom, we understand that not every employee at The SoCal Group will continue with us forever either. We do make it our mission however, that whether an individual is with us for 12 weeks, 12 months or 12 years, the experience, the growth, the education, the relationships, and the character they will develop while here will be remembered in the same light as Woodens players remember their time at UCLA.
"We will make a positive mark on the world by making a positive mark in the lives of every individual or organization we come in contact with."
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ENTRY-LEVEL ACCOUNT REPRESENTATIVE
2-6 Weeks
We place a great deal of value in our management team’s understanding of our business from the ground up. Because of this, every member of our organization begins as an Entry-Level Account Representative, where they commence an intensive training process focused on teaching the fundamentals of direct sales and self-management.
Direct Sales
While sales may not be one’s driving force in life, it is the driving force behind business, politics, non-profit organizations, education, and nearly every other sector on the globe. Whether selling a product, an idea, one’s self, or a vision, sales skills and the ability to influence others are some of the most powerful and necessary tools in leadership.
By learning how to sell, you will learn how to influence. By learning how to influence, you will learn how to lead. Learn how to lead, and the world is at your fingertips.
Development Focus
- Effective communication skills with business customers
o Consultative B2B sales training
o Making effective business presentations
o Body Language and Tonality Training
o Intro to the Art of Persuasion
o Handling and overturning objections
o AVATAR Sales Training Program
- Familiarization with current small business climate
o Thorough understanding of wide range of industries
o Learn industry specific demands
Self-Management
In order for one to effectively manage and lead others, they must first be able to manage and lead themselves.
- Intro to Emotional Intelligence
o Self awareness
o Self management
o Social awareness
o Social skills
- Time and Priority Management
o Intro to Franklin Covey FOCUS Training
o Establish personal values and roles
o Reflecting, Planning, Scheduling, Execution
- Fundamental Understanding of General Success Traits
o Attitude, Work Ethic, Student Mentality, Punctuality, Accountability, Winning Mentality, Systems,
Organization, Mental Fortitude
- Goal Setting
o Begin with the ‘End in Mind’
o S.M.A.R.T. Goals
o Short Term, Mid Term, Long Term Goal Development
o Plan for Personal and Professional Development
- Financial Management
o Budgeting
o Taxation, Savings, Investment, Smart financial planning
Required Reading
" How to Win Friends and Influence People" - Dale Carnegie
" Rich Dad, Poor Dad" - Robert Kiyosaki
ACCOUNT EXECUTIVE
8-16 Months
Upon completion of our Entry Level phase, a management candidate is promoted to the position of Account Executive, otherwise referred to as ‘Leadership’. To effectively lead a team and manage a sales and marketing campaign for a Fortune 500 client, it is necessary for one to be well versed and experienced in every aspect of leadership and management. Thus, this phase of training is considered our ‘dress rehearsal for management, and is the longest and most intensive of our development process. Advancement through the Account Executive phase is not determined by time or seniority, but rather demonstrated mastery of each component of leadership and business acumen.
- Principles of Leadership
o Psychology of Leadership
o Habits and Characteristics of great leaders
- Reading:
" The Autobiography of Benjamin Franklin"
" The 7 Habits of Highly Effective People" -Steven R. Covey
Leadership by Example
o Establish Personal Mission Statement
- Training, Coaching, and Development of Others
o Fundamental understanding of training techniques and developing talent
o Mastery of field sales training
- Ken Blanchard Situational Leadership Training
"Leadership and the One Minute Manager" -Ken Blanchard
o Active/Empathetic Listening
-Verbal vs. non-verbal cues
-Reading emotions
o Crucial Conversation Execution
o Execution of Sales Training Workshops and Seminars
o Learn to Teach Advanced Sales Techniques
o Analyze Trainees Strengths and Weakness, Diagnose, and Coach Accordingly
- Organizational Psychology
o Team Leadership
o Effective use of delegation
o Creating and developing a leadership core within an organization
- Personal Development
o Blanchard DISC Profile Training
-Reading:
"Strengths Finder 2.0" -Tom Rath
- Time Management/Priority Management
o Advanced Franklin Covey FOCUS Training
o Franklin Covey Leadership Planning Guide Provided Upon Promotion to Account Executive
- Identifying personal values and priorities
- Clarification of personal mission statements
- Development of Short-term, Mid-term, and Long-term business and personal goals.
- Concentration in goal execution through monthly, weekly, and daily planning, with a major emphasis on effectively balancing
social/emotional, mental, physical, and spiritual needs. To Live, to Love, to Learn, to Leave a Legacy.
- Public Speaking
o Effectively lead Team Meetings ranging in size from 5 to 30 counterparts
- Topics ranging from Financial Management Education to Psychology of Social Interaction and Business Leadership
o Techniques of an effective public address
- Communicating ideas, principles, philosophies, lessons, and vision
- Audience Engagement
o Dale Carnegies Successful Public Speaking Seminar
- Campaign Management
o Effectively Manage and Lead Entire Marketing Campaign
- Manage by the numbers
- Goal Accountability, Meet Client Expectations
- Communicate campaign updates, new product implementation, Manage quality control,
- Run daily training workshops, meetings, lessons
- Help to create campaign strategy, competition, employee incentives, and techniques for driving productivity
- Fundamentals of Personal Financial Management and Responsibility
o Creating a personal budget and breakeven
o Expense Tracking
o Debt Alleviation
- Loans, Accruing Interest, Understanding of Credit
o Developing a savings plan
o Thorough understanding of Wealth Creation and habits of the wealthy
" The Millionaire Next Door" -Stanley and Drake
" 21 Secrets of Self-Made Millionaires" -Brian Tracey
Introductions to "Cashflow"
- Recruiting and Talent Scouting
o Master ability to talent scout prospective candidates through full interview process
o Thorough understanding of recruiting philosophies, psychology, and principles
- Recruiting as it pertains to Business development and organizational growth
o Recognition of critical qualities and characteristics of top talent
o Effectively reading and constructing a business resume
- Additional Reading
" Good to Great: Why Some Companies Make the Leap and Others Don't" -Jim Collins
" Wooden on Leadership"
" 21 Irrefutable Laws of Leadership" -John Maxwell
ASSISTANT MANAGEMENT
3-4 Months
Upon successful completion of the Leadership phase of development as an Account Executive, one is promoted to the Assistant Management role where we commence the final phase of the leadership and management training program. Our goal here is to thoroughly prepare a future manager to handle all aspects of managing and operating an expansion office with revenues of $1million plus.
- Business Finance
o Profit and Loss Analysis
o Understanding of General Ledger and Cash Flow Statements
o Fundamentals of effective profit margin management
o Expense Budgeting
o Corporate taxation
- Human Resources/Business Administration
o Payroll
- Paychex Training
- Payroll spreadsheet preparation
- Advancements, true ups, claw backs, bonus management
o Background Checks
o Merlin Web Portal Training
- Payment Data Management
o New Hire paperwork
o Thorough W-4 and W-11 Understanding
o Harassment Policies
o I-9 Hiring and Employment Laws
o Ability to understand and explain compensation plans and health benefits
o Hiring and Employment Best Practices
- Recruiting
o Thorough understanding of effective recruiting funnel
o Ad writing and placement
- Familiarization with Monster, Career Builder, Craigslist, Hot Jobs, College Job Boards
- Attract candidates meeting specific target demographic criteria
- Title, Intro, Body, and Logistics composition training
o Interviewing
- Effectively screen for qualified candidates
- Talent Scouting mastery
- Conduct effective face to face interviews of qualified candidates
- Business Development and Corporate Game Planning
o Lead effective biz dev meetings
o Manage and meet corporate sales targets
o Intro to Quarterly Review management
- Employee review
- Corporate review
o Market analysis
-Understand principles and requirements of business expansion
o Management of client sales targets, quality control issues, client sales incentive implementation
o Company, Corporate financial planning
- Corporate Event Planning
o Organization of management retreats
o Planning, budgeting, purchasing, and event coordination
o Plan speakers, workshops, breakout sessions, general sessions, team building projects/activities, leadership development training sessions
- Covey Link Speed of Trust Training
o 4 Cores of Credibility, 5 Waves of Trust (Self Trust, Relationship Trust, Organizational Trust, Market Trust, Societal Trust)
- Time and Priority Management Training Completion
o Franklin Covey Certification
o Complete Franklin Covey FOCUS training seminar
- Additional Reading:
" The Effective Executive" -Peter Drucker
" Lincoln on Leadership" -Donald T. Phillips
" The Magic of Thinking Big" -David Schwartz
MANAGEMENT
INDEFINITE
Truly effective leaders do not rely on a title of ‘management’ to lead others. Our mangers remain focused on serving those under them, creating a fun, professional and integrity driven environment, where they will lead through trust and respect. Every member of our management team has been through, been led, and has led every phase of our business. As a result, we are able to integrate and synergize all aspects of our organization in order to move towards the common goal of living our mission statement, and making a hugely positive mark on the world.
Advanced Entrepreneurial Management Training
- Organizational Management
o Advanced organizational psychology training, empowerment, effective delegation, vision casting
- Leadership Development
o Further critical conversation training
o Development of core leadership team
- One on one training, goal setting, game planning, personal development, value identification
o Personal Development
- Plan for continual self improvement
- Priority management and balance
- One on one coaching from outside consultants
- Business Development
o Campaign Development
- Work with biz dev team to establish employee incentive programs
- Work with campaign liaisons and client representatives to further productivity, training procedures and develop sales materials
- Advanced Business Finance
o Weekly accounting training workshops with corporate accountants and hub managers
o Manage corporate budget
o Develop corporate breakeven
o Monitor P&L, General Ledger, and Cash Flow Statements
o Thorough understanding of corporate payroll taxation, health care and insurance costs
o Development of Company Benefit Programs
- 401K establishment
- Management of business health care plans
- Advanced Personal Finance Training
o Investment Strategies
• Roth IRAs, Sep IRAs, Life Insurance Policies,
• Intro to Real Estate Investment
• Stock portfolio management
o Establishment of personal financial goal setting, budgeting, and savings plans
- Business Marketing, Advertising and Branding
o Establishment of company website
o Search Engine Optimization
- Establishment and linking of social media pages
o Development of company press releases
o Establish relationships and membership with local Chamber of Commerce, Business Organizations, and Networking
Groups/Forums
COMPLETION OF LEADERSHIP DEVELOPMENT PROGRAM
Upon completing our program, a management candidate will receive The SoCal Group Leadership and Management Certificate of Completion. At this point our goal is to promote an Assistant Manager into a Management role, where they are to assume responsibility for all aspects of business finance, accounting, payroll, advertising, recruiting, administrative duties, business/leadership development and overall management of business operations. Our Managers are given full reign of setting and achieving business performance standards while meeting and exceeding all client expectations.
Entry Level Account Representative (2-6 Weeks)
Average Entry Level Pay: $400 - $600 per week
Account Executive (8-16 Months)
Average Account Executive Pay: $600 - $1,000+ per week ($30K-$50K+ annually)
*Compensation is comprised of a base pay guarantee, commissions, and bonuses. Fluctuation in pay is entirely based upon performance. Top reps make $1,000-$1,400 per week, and the minimum accepted performance is $600 per week.
Assistant Management (3-4 Months)
Base Pay, 65-85% increase in commissions, Percentage of business revenue
Average Assistant Management Pay: $1,000 - $2,000+ per week
Management (Indefinite)
Base Pay, 100% of office revenue (minus business expenses, tax liabilities, etc.)
Average Management Pay:$60,000 - $200,000+ per year.
We offer medical benefits to all employees that have been with us for 90+ days. Anthem Blue Cross of California is the carrier.
Basic PPO Insurance Plan
Classic HMO Insurance Plan
Elect PPO Insurance GenRx Plan
Elect PPO Solution Plan
As The SoCal Group continues to expand our business and our reach, our aim is to develop a spirit of Social Entrepreneurship within our management team and our organization. A social entrepreneur identifies and solves social problems on a large scale. Just as business entrepreneurs create and transform whole industries, social entrepreneurs act as the change agents for society, seizing opportunities others miss in order to improve systems, invent and disseminate new approaches and advance sustainable solutions that create social value. Unlike traditional business entrepreneurs, social entrepreneurs primarily seek to generate "social value" rather than profits. And unlike the majority of non-profit organizations, their work is targeted not only towards immediate, small-scale effects, but sweeping, long-term change.
- Philosophy
o Service and giving back to community and non-profit organizations are a
cornerstone of our leadership and entrepreneurial management program, and
are a requirement of all managers within The SoCal Group'’s organization.
"The companies that survive longest are the ones that work out what they
uniquely can give to the world —not just growth or money but their excellence,
their respect for others, or their ability to make people happy. Some call those
things a soul."
-Charles Handy
- Development Focus
o Effectively establish relationships with organizations within a given market
or community
- Plan, organize, and implement company events
- Examples of Supported Causes:
o Compassion International
o Children's Hospital
o Boys and Girls Club of America
o Heifer International
o Susan G. Komen for the Cure
Maximum Impact Seminar
Huntington Beach, CA
National Marketing Conference
Nashville, TN
Business Development Retreat
Malibu, CA
USC Marshall School of Business- Executive Leadership Skills for the 21st Century
Los Angeles, CA
West Coast Leadership Conference
CORE Leaders Breakout
Big Bear Lake, CA
265 S. Anita Drive, Suite 118
Orange, California 92868
Tel: 714.385.8164
Email: info_socalgroupinc.com
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copyright The Southern California Group, Inc.
