Mark Luckinbill Email & Phone Number

Raleigh, Nc, Us

RaceReach offers a flexible and customizable registration, ticketing, apps and websites for sports events and teams.Sports businesses of all types and sports use RaceReach to collect registrations, sell tickets, process transactions and manage all aspects of marketing, promoting and operating their events, teams and clubs. RaceReach has worked with over 300,000 athletes and fans and processed over $10,000,000 in transactions using its proprietary registration, ticketing and financial transaction processing platform.

Us

MarkLuck Media (Mark Luckinbill) provides strategy, consulting and marketing services for financial services firms and financial advisors specializing in 403(b) / 457(b) and asset management. 30 years of experience working with 403(b), 457(b) and 402(k) plans. Specializing in retirement plan distribution, sales, online marketing strategy and execution with a deep understanding of securities laws/regulations/legislation industry processes and influencers.A deep understanding of large insurance companies, broker/dealers, record keepers and distribution firms helps me deliver the best and most relevant ideas, then implement them.See:MarkLuckMedia.comOneLuckyMinute.comBenefitsClick.com

Arlington, Virginia, Us

The National Tax-Deferred Savings Association (NTSA) is the nation’s only independent, non-profit association dedicated to the 403(b) and 457(b) marketplace. The Executive Director role included oversight of all parts of the organization including legislative strategy, membership growth, educational program execution and volunteer management. NTSA is part of the American Retirement Association.

Wayne, Pennsylvania, Us

Upon successful completion of consulting projects, parent company US Retirement and Benefits Partners hired me to lead Sales and Marketing for Kades-Margolis, one of the most respected and successful firms in the specialty 403(b) and retirement planning and investing industry. Firm has over 50 financial advisors supported by over 15 staff members and focuses on retirement planning and investment guidance and advice. Based in Wayne, PA.

Wayne, Pennsylvania, Us

Redesigned company website, with a focus on serving clients and generating leads. Role included video creation, collateral development and re-branding a legacy distribution model to add an easy to use digital experience.

Philadelphia, Pa, Us

Led the sales and promotion of Aspire's open-investment, open-adviser retirement record keeping platform. Audiences included financial advisers, distribution firms (b/d, RIA), retirement plan sponsors and plan participants. Managed relationships with 3,500 plan customers 300 broker/dealers and partners encompassing 75,000 plan participants. Directed the company in the K-12, Higher Education, Not-for-Profit and Government retirement plan markets. This included product management, promotion and sales for all 403(b), 457 and IRA products and services. Key Accomplishments:Improved revenue per participant by over 20% through the creation of a asset gathering concierge team who assists advisers with complex client account transfer processes.Oversaw the 403(b) Financial Adviser Network. The 1,200 members make a business commitment to Aspire in trade for marketing support and sales support. Members continue to join to gain access to gain insights into the 403(b) market.Launched a refreshed online 403(b) self service portal whereby participants and over 6,000 affiliated financial advisers enroll and service their clients in 3,500 retirement plans across the USA. The portal simplifies an often complex enrollment process and sets a course for the future of retirement plan enrollment - lowering delivery and distribution costs while concurrently improving participant outcomes.Partnered with numerous respected investment companies to deliver more cost effective products to consumers.

New York, Ny, Us

Led a talented team of sales leaders responsible for defined contribution (retirement) plan sales and major client relationships in the Southeast. Team oversaw more than 200 key distributors and over 3,000 total distribution partners. Geographic territory covered 13 SE states. Sales objectives in excess of $500mil./yr. Budget of $3mil./yr.From 2008-2011, ING held the #1 spot as provider of retirement plan solutions for K-12 educators, with the SE representing approximately 25% of national sales.

New York, Ny, Us

Led teams and territories with increasing scope and responsibility between 2000 to 2008.

New York, Ny, Us

Sales manager for a great part of the Texas region. Responsibilities included meeting sales objectives, supervising individual registered representatives and client relationship management.

New York, Ny, Us

Designed a strategy to market and sell financial products to employees of the State of Texas. This role was an individual contributor providing retirement advice and wealth management to individual clients. At departure I was managing approximately 200 clients, most of whom were State of Texas employees.

Bsba, Finance, Marketing

Education record