Jim Tax
Executive operator with deep marketing roots in insurance and financial services
Jim has led marketing strategy and operational planning for some of the most respected brands in insurance and financial services — then bought his own company and grew topline 3x with an ROI over 550%.
The executive operator who has carried the number himself
Two decades in insurance and financial services — then an owner-operator who grew his own company 3x.
Jim has led marketing strategy and operational planning for some of the most respected brands in insurance and financial services, where he drove profitable and sustainable growth.
Following a nearly 20-year run in that space, he bought his own company and — through repositioning, demand generation, product expansion, and M&A — grew topline 3x and generated an ROI of over 550%.
He is passionate about helping brands grow and highly adept at full-funnel evaluation, from value proposition and product fit through retention and cross-sell.
Full-funnel, from value proposition to cross-sell.
From the C-suite to owner-operator
Led client management — marketing, sales, and service — as VP at USAA, and served as VP, Global Supply Chain & CPO.
Ran integrated channels marketing as SVP at Bank of America.
Led marketing as CMO at Countrywide Insurance Services.
Bought and grew his own company, lifting topline 3x with an ROI over 550% through repositioning, demand gen, product expansion, and M&A.
Owner & COO of FirePit Holdings Corp (three Servpro franchises).
Evaluates the full funnel — value proposition and product fit through retention and cross-sell.
Four jobs, in the order they pay off
Strategic + operational planning
Turn strategy into an operating plan the business can actually run.
Value proposition + positioning
Sharpen the offer, the segments, and the story that wins.
Full-funnel demand
Demand generation and full-funnel analysis from fit through cross-sell.
Growth + M&A
Product expansion and M&A that grow topline, not just headcount.
Operator seats, not advisory titles
Consulting expertise
What he is called in to fix
Jim is brought in when growth needs an operator who has carried the number and owned the company — not just advised on it.
Learn how Jim can help your business
Thirty minutes, no deck. Tell him where growth is stalling and he'll tell you what he'd do about it in the first hundred days.