Pablo Troncoso Email & Phone Number

Columbia, Md

Our mission is pretty simple. We want to make your retirement plan match your goals... and, we want to make everything easy to understand.You should always know where you're at and be able to easily understand if you're on the right path.Whether you're 10 years, 20 years or more away from retirement it's always a good idea to review your plan from time to time.At Teacher-Retirement it's our job to make sure you have all the bases covered. Retirement planning should never be a "Set it and forget it" task.

A coach, trainer and consultant to real estate and financial services firms utilizing warm referrals and Linkedin lead generation strategies. Trained organizations to generate business from warm leads and connect with prospects online through networking, namely Facebook and Linkedin.I helped clients with sales training, creating sales funnels, content strategies, and building their online presence so that they would have a clearly defined plan to connect and convert on their target audience.

As head of training and adoption, I was responsible for virtually (and some in-person) training 160 top-rated lending institutions (mortgage lending, banking, credit unions) and over 15,000 loan officers on implementing our top of class borrower retention software, having a part in keeping our churn rate to less than 10% during my tenure. Over $150B in loan originations from alert system.65% average borrower retention rate experienced by clients.Additionally as a Solution Strategist during a 5month period, I worked closely with our clients to recommend and increase upsell and cross selling opportunities to over 50 different lenders.I worked closely with companies such as PRMG, Atlantic Coastal Mortgage, AXIA, Annie Mac, Intercap, Success Mortgage Partners, Assurance Financial and many more.Additional projects I had taken on - ➡ Fully producing and directing a lead generating evergreen mini-course that’s also used for promotion.➡ Personally interviewed and moderated for our podcasts industry greats, like Dale Vermillion, Christine Beckwith, Dave Savage, and more.➡ Creating content for Youtube, IG, Facebook.➡ Creating a partner referral program designed to create additional value for our clients, reduce churn, and drive additional data uploads and revenue.➡ Monthly training series called SBU open to all clients - the goal was to educate clients on what and why of strategies w/in our system for max ROI, and then drive them to a strategy and implementation call.➡ Facilitated Client Advisory Board meetings as well as moderated company webinars and podcasts.➡ Created a Private Facebook Group for Loan Officers to access scripts, strategies, training videos, and more to find and close more loans with their database.

Ellicott City, Md

Served over Life Insurance 700 clients in 5 years through lead mailing and referral campaigns. Was awarded #1 Advanced Products Producer (life) in 2017 of over 1000 agents.

Los Angeles, California, United States

Vieques, Puerto Rico

After the mortgage meltdown of 08/09, I jumped back into what I new I was good at - making a mean cocktail and being a humble host! The incredible relationships and opportunities that arose in this chapter of my life were too good pass down, and that's why my time in this company was fleeting. Thank you, W Hotels in Vieques, PR and Austin, TX.

Columbia, Md

After less than two years in the mortgage industry, I had mastered an online lead converting system in order to start my own retail mortgage branch, with a consumer direct approach.I successfully negotiated a deal to give me exclusive rights to a core lead generating system (a 5-figure price tag at no expense to me) and immediately recruited and trained over 20 loan officers on that system. We built the #1 mortgage branch in the company across all categories including volume, units, satisfaction. Independently owned and operated our own P&L and were untouchable for four years straight.✅ Volume of roughly $400mm over a five year period with Loan Officers had less than 1 year of experience✅ #1 in every category in this time frame: Volume, Units, ALS, ATC, Commissions Earned/Paid, etc✅ Recruited and Trained branch from 2 producing managers to a team of 20 producers and 4 support staff✅ Rose to a million dollar revenue generating inside of 18mo with only 1.5 years prior mortgage experience and zero business ownerships experience✅ Took our top performers to 4 Presidents Club trips

Hanover, Maryland

During my time with Key Bank mortgage division, Champion Mortgage, I helped clients all over the country obtain refinance mortgages through LendingTree mortgage leads. This was the first company I worked at where I had a sales manager tell me that he believed in me and helped "save" my sales and possibly my career at the time.✅ Learned and perfected the Lending Tree system of funneling leads to closed loans.✅ Learned from some of the best in the industry, including #1 in our company at the time, Top Producer and good friend, Shant Banosian.✅ 2-time President's Club Winner (although only attended once, b/c I had left to start my branch)