Thomas J Malan Email & Phone Number

Plant City, Florida, United States

Residential Mortgage Broker specializing in constriction to permanent chattel, land in lieu and land home mortgage products for new manufactured and modular homes. Refinance for all residential mortgages.

303 S. Frontage Rd, Plant City Fl

Residential, Land and Commercial Real-Estate, Property Management

Plant City, Florida, United States

Pre-qualifying, referring, closing and funding mortgage and chattel customers for a 10+ million dollar manufactured and modular home multi-dealership using multiple lending sources and products Trusted advisor and reference for lenders and industry professionals

Fort Lauderdale, Florida

Fort Lauderdale, Fl

Assist and counsel clients on renting, buying, or selling property. Study property listings, interview prospective clients, accompany clients to property site, discuss conditions of sale, and complete real estate contracts.

Fort Lauderdale, Fl

Providing financial services to individuals, families and small business. Term Life Insurance, Annuities, 401k Plans, IRAs, Roth IRAs, Retirement Planning, Mutual Funds.

Inside sales professional and personal marketing assistant to Scott Storick, MetLife Agent, Chairman’s Level Producer and Lifetime Member Million Dollar Round Table (MDRT). • Responsible for converting the marketing efforts of a multi-million dollar producer to tangible Gross Dealer Concessions (GDC) using inside sales skills and activities (phone, email, web or appointment setting for face to face sales) • $67,871 in Issued/Paid GDC in 26 weeks of production. $94,955 additional GDC submitted business in underwriting as of 9/28/2012.• Recognized for client focus, superior telephone sales skills, diligence and follow-up/follow through.

Fort Lauderdale, Fl

I help individuals and families protect and provide for what is important to them using consultative selling process to provide non-captive solutions from 15 different insurance carriers that provide term, whole life and annuity insurance products. I also am responsible for identifying, recruiting and hiring individuals and coaching them to become licensed independent agents under my organization.

Job Roles Include:Initial Assessment Team - Initial assessment of Bank of America referred customers.Selected for the pilot program that launched the new job role.Recognized leader in client acquisition. Achieved highest amount of new money 2.5 million dollars and 80 new accounts for Q4 2010 on my team. Client Acquisitions Team - Client acquisition though retirement education opportunities provided by retirement education services inbound calls and Merrill Edge/Retirement Group outbound campaigns to terminated and retired 401k participants. Selected for the pilot program that launched the new job role.Consistently a top performer averaging 1.7 million dollars of new money and 46 funded Accounts/Acquisitions per month.Assisted with training and mentoring of new client acquisition team members.Premier Advisory Team- Providing world class client experiences through the use of the Merrill lynch investment process and the Merrill Edge value proposition to service existing clients' needs and assist them in achieving their financial goals by recommending suitable investments and products that match the client's objectives and risk tolerances. Recognized for asset gathering skills and was selected as member of the new client acquisition team.Conducted training sessions and assisted team members in learning ways to identify opportunities and bring in new money to the firm. Other Notable Accomplishments:Member of the "council to management" team and campus diversity committeeEmployee of the Month

Jacksonville, Florida Area

distribution, bookkeeping, and client service. • Designed, engineered and implemented a process for custom blended personal care products using a mixing technique that is done at point of sale in a retail environment.• Partnered with salon professionals implement cost effective brand identity solutions using private label indoor tanning lotion products. • Presented product line-up at industry trade shows.• Launched national marketing campaigns utilizing various methods and media that resulted in a 400% increase in annual revenue.

Assisted individuals and small businesses to identify their distinct financial needs and objectives and then recommended financial plans and products to help them achieve their goals.

Determining the present and future needs of my clients and recommending based on those needs, a comprehensive financial plan with specific emphasis on income security.

Responsible for leading and developing team of 24 customer care consultants to efficiently and accurately identify, diagnose, and resolve customer connectivity and compatibility problems with America Online software.

Work Force Management Site AdministratorResponsible for ensuring adequate staffing and scheduling by forecasting need to efficiently answer 20,000+ incoming customer contacts daily. I directly participated with senior managers, on a daily basis, to ensure adequate staffing levels and productivity for 1000+ agents, 24+ supervisors. Partnered with the Human Resources and Training departments.

Master Of Business Administration (Mba), Business Administration And Management, General

AACSB Accredited

Bachelor Of Business Administration (Bba), Financial Services

Activities and Societies: Finance and Investment Society President and Vice PresidentFinancial Planning (CFP® Approved Curriculum); AACSB.