Thomas Mack Email & Phone Number

Helping young people develop teamwork, discipline, leadership, interdependence and fortitude through competitive team sports. Educating and advocating for responsible coaching and parenting of young people involved with youth sports.

Selected Accomplishments Developed complete “Virtual Office” model for financial planning utilizing the Internet and start-of-the-art technologies to maximize client services while minimizing operational cost. Model incorporates the use of class A office space and other support services. It eliminates or reduces the need for an expensive office lease and full-time receptionist.  Assisted two (2) financial advisors in establishing their Advisory practice focused on professional track athletes, utilizing the “Virtual Office” model as their operating platform

Agency Director and Financial Planner, First Genesis Group (an office of MetLife), Charlotte, NC Responsible for helping convert traditional Insurance Agency into Financial Planning Firm.Key AccomplishmentsIncreased from 3 to 14 the number of associates with MetLife Financial Services planning designation, while improving Agency's first year commissions by over 70%.Improved Agency's joint work by new associates from less than 10% to over 80%.100% of all new recruits on Financial Planning Track versus Insurance Producer Track.

- Engaged to help develop a written strategy and marketing plan with an outside consulting firm. - Helped create a new Clergy Compensation Program to augment existing church marketplace initiative. - Targeted 5 key cities with appropriate local support to improve use and return of corporate resources. - Established clear written criteria to determine profitable association or organizational deals.

Owned and operated six person insurance marketing firm specializing in voluntary employee group benefits and other insurance-related services.

Responsible for developing and managing organizational strategic initiatives to significantly improve customer loyalty and retention.Key AccomplishmentsIncreased company's visibility and service marketing capacity by contacting over 100,000 customers and 8,000 plan administrators to appropriately thank them for their business.Strengthened company's ability to better serve customers by contacting over 20,000 customers to obtain missing or incomplete information. Generated an additional $145,000 in annualized premium within a few months by reducing policy declines of 400 applications due to "no replies." Generated a myriad of productive ideas from employees throughout the organization as a result of delivering presentations that reinforced the pivotal role of each employee in improving persistency and customer loyalty.

Responsible for providing advice and business development counsel to Regional Chief Executive Officers (RCEOs) at seven regional sales offices representing over $20 million in commissions. Reported directly to the head of field distribution.Key AccomplishmentsAssisted each RCEO and their management teams in achieving assigned profitability goals.Provided direction and counsel essential in helping each field office convert from a product-based agency to a financial planning firm. Director of Multicultural Marketing; Responsible for developing and executing marketing strategies to penetrate the rapidly growing ethnic marketplace, with primary focus on the African-American, Chinese and Latino/Hispanic markets within the United States. Key AccomplishmentsRestored fiscal soundness within six months to a department $200,000 over budget at the time of my appointment.Increased by 70% the number of field offices actively involved in multicultural marketing. Significantly increased the effectiveness of field offices involved in multicultural marketing by assisting the agencies in the development of strategic plans for multicultural marketing, and securing product endorsement deals with major associations and organizations.

Responsible for recruiting and training sales associates for the North and South Carolina territory. Additional responsibilities included helping develop and execute the agency's promotional and marketing strategies.Key AccomplishmentsAssisted sales associates in developing individual business and marketing plans, improving sales skills, and managing their sales activity.Increased the average number of candidates in the monthly recruiting cycle from 9 to 45 by May of 1996. Selected as one of only three field recruiters to participate on the corporate Agent Acquisition Team responsible for developing a field manual for recruiting Financial Planners.

Responsible for managing and growing the agency's small group medical business. Recruited new brokers and worked closely with existing brokers to increase their sales volume. Key AccomplishmentsDepartment won production award for medical lives written, which produced a $45,000 bonus to the agency.Increased monthly quoted activity from an average of 67 quotes/month to 120 quotes/month. Revised a sales comparison sheet of our top three plan choices, making it more useful as a point of sale tool for our brokers. This marketing tool was adopted by the Home Office and became a company-wide marketing piece.

Co-founded Real Estate and Insurance sales company to provide high quality insurance products and superior client service for real estate transactions. Responsibilities included marketing the business to the public, negotiating property and casualty insurance contracts, and managing the life and health insurance sales division. Key accomplishments Growing the operation from three (3) employees to seventeen (17) in less than eighteen months. Negotiating a land deal with Childress and Klein Properties for the development of a residential neighborhood, with home prices starting in the $135,000 to $200,000 range.Recruiting top ranked Nationwide Insurance producer, Horace Mann producer

B.S., Criminal Justice

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