Nate Isaacson

Nate Isaacson

Manager, Social Enablement and Digital Marketing, Guardian Life Insurance Company

Nate Isaacson

Nate Isaacson, Manager, Social Media, leads Guardian’s financial professionals to effectively use social selling within their practices to adapt to changes in consumer behavior. Under his leadership Guardian has over 2,600 financial professionals using social media on a monthly basis and has created one of the most mature social media programs in all of the financial services industry. He has developed a strategic partnership with LinkedIn which helped Guardian to be the first insurance company to roll out at scale Sales Navigator to its financial professionals.

Nate has played a critical role in advancing the usage of social media in the financial services industry and is a regular speaker at industry events. Most recently this year Nate spoke at the LIMRA Social Media Conference and at LinkedIn’s Sales Connect conference, LinkedIn's annual conference.

He resides in Seattle with his wife, Christy and their miniature long-haired dachshund, Texie. Nate is a graduate of the University of Washington with a bachelor’s degree in Communications.

Sessions

  • Dan Swift Nate Isaacson John Flannery

    Thursday, September 18, 2014 3:30pm - 4:15pm

    Social Selling in Complex Environments: Customer Panel

    • Dan Swift, Director of Sales, Financial Services, LinkedIn
    • Nate Isaacson, Manager, Social Enablement and Digital Marketing, Guardian Life Insurance Company
    • John Flannery, Vice President of Operations & Digital Strategy, Marketing & Communications, XL Group

    Gold Ballroom

    The general public's trust is rebuilding toward the financial services industry after a torrid couple of years – and much of that trust can be fostered through greater interaction via the social tools that consumers increasingly rely on. But the financial services industry is a risk averse industry and regulators exist to ensure the general public is protected from potential false advertising and misleading information by financial institutions.

    What steps can you take to leverage the power of social selling within the confines of today's regulatory frameworks, and ensure the rest of your firm moves away from long-entrenched mindsets to embrace the benefits of social engagement? During this informative panel, financial services leaders will share lessons learned and best practices around how they navigated hurdles, changed company culture to alleviate fears about social selling, ensured adoption across teams, and ultimately proved ROI.