Ben Mandel

San Antonio, TX m: 210-***-**** ad1ebn@r.postjobfree.com LinkedIn

Dedicated professional with career-long record of sales leadership, business development,

and networking success for leading organizations

Accomplished, results-oriented professional highly regarded for establishing partnerships, generating revenue, and creating innovative strategies for sustaining business growth. Committed leader with a proven history of developing and implementing innovative initiatives that result in exceeding quotas and surpassing all expectations. Increase client retention rates by rapidly identifying unique customer needs and establishing rapport. Organized and a keen eye for detail, with demonstrated ability to drive pipeline growth and prioritize prospects. Leverage strong communication skills to foster long-lasting relationships with colleagues, clients, and stakeholders. Thrive in fast-paced, collaborative, and diverse environments.

Core Competencies

Sales Strategy Development

Business Opportunities

Network Growth

Solutions Design

New Client Prospecting

Relationship Building

Strategic Outreach

Marketing Strategy

Portfolio Administration

Business Operations

Lead Generation

Data Analysis

Professional Experience

Horizon Tax Advantage, San Antonio, TX, October 2017 to Present

OWNER

Demonstrate experience in providing tax mitigation solutions focused on deferring, reducing, or eliminating tax exposure on the sale of capital assets for both individuals and entities.

Facilitate and deliver presentations regarding tax mitigation strategies benefits, use, and implementation at marketing seminars to real estate brokers, business brokers, and professional associations.

Oversee digital marketing campaigns via the internet and email, including maintaining a LinkedIn page and marketing posts with ~24,000 connections.

Compose and disseminate innovative marketing emails to over 2,000 recipients weekly as well as track delivery and follow up with recipients who express interest in the included subject matter.

Generate, review, and analyze all company financial records, including balance sheets and bank statements.

Prospect and act upon new business opportunities while devising strategies for interested parties to provide personalized tax mitigation plans regarding the sale of capital assets.

Work closely with finance individuals and team leads to collect the relevant figures and information for utilization in tax and legal forms.

Inspect and identify various areas where the business can reduce tax, make claims, and increase profits as well as offer support and guidance during audits.

MHD Financial, San Antonio, TX, April 2013 to October 2017

CO-OWNER AND FINANCIAL ADVISOR

Achieved measurable success in developing prospect lists, securing meetings, and designing comprehensive financial plans for individuals, families, and entities.

Prepared applications for insurance and investment products, such as life, disability, and long term care insurance and general securities, which were necessary to implement financial plans.

Monitored application status and collaborated with underwriting departments until new business was completed, received, and delivered to the client.

Oversaw annual reviews for clients and updated plans as necessary by devising new strategies and identifying new business for clients, with a book of business of over 250 clients.

Created detailed profitability and expense management reports for partner review on a monthly, quarterly, and annual basis.

Bridged communications with the property management company concerning leased space upkeep and repair.

Securian Financial Services, St. Paul, MN (San Antonio, TX Agency), June 1996 to April 2013

FINANCIAL ADVISOR

Liaised with the underwriting department to expeditiously obtain decisions on insurance application approval at both local and national levels.

Ensured all required underwriting documents were received in a timely manner, monitored decisions on applications, and promptly relayed results to clients.

Partnered with the national marketing and advertising compliance department to ensure that marketing material was approved.

Developed creative marketing and referral programs to attract new business as well as ideated client follow up strategies and instituted client appreciation events and programs.

Trained, mentored, and supported new advisors and oversaw the Executive Assistant to confirm daily responsibilities were completed and assess progress on weekly and monthly tasks.

Awards and Honors

Four time agency advisor of the year and 4 time runner up advisor of the year

Recipient of agency Bulldog award for tenacity

Nine time recipient of Securian Senate Club membership for overall production

Five time recipient of Securian Circle of Excellence Club Membership for securities production

Six time qualifier for Million Dollar Roundtable membership

Five time qualifier for Court of the Table membership

One time qualifier for Top of the Table membership

Volunteerism

Avance

San Antonio Metropolitan Ministries

Haven For Hope

Jewish Federation of San Antonio

Jewish Family Service of San Antonio

Alamo Heights School Foundation

Additional Information

Technical Proficiencies: Windows, Mac OS, Microsoft Exchange, Microsoft Office Suite

Interests: Public Speaking, Travel, Grandchildren, Football and Basketball

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