Jonathan J. Pratt, CLF

*** **** ******

Gloucester, Massachusetts 01930

(H)Phone: 978-***-**** Email: adxl7f@r.postjobfree.com Cell: 978-***-****

CORE COMPETENCIES

A results-oriented senior financial services industry executive with over 25 years experience. Strong retail sales experience, sales management experience, professional education and training, marketing, distribution, and leadership experience. A visionary with extensive change management experience in various corporate and sales startup and turnaround situations.

Strategic Executive Leadership Distribution Leadership

Marketing Change Management

Leadership Development Talent Acquisition Financial Management Training & Education

Operations Finance

PROFESSIONAL EXPERIENCE

Life Solutions Group – CEO 2010 – 2021

Grew a virtual “Start-up” independent financial planning firm in the greater Boston marketplace. Grew the firm offering both business solutions to personal financial planning for high net- worth clients.

Our firm has a well established network of professionals including CPA’s, attorney’s, investment advisors and local banks that we offer our services through to their clients in a strategic alliance program.

We have a seasoned group of experts in key leadership positions and a talented group of advisors and brokers developing new client relationships for both our business services and individual planning work.

We offer P&C services, payroll, HR and benefit solutions, 401k and investments through our RIA platform and individual insurance and annuities with a strong focus on the use of indexed universal life insurance in retirement, estate and executive planning with options for leveraged solutions through premium financing opportunities.

Penn Mutual - Vice President of Distribution and Sales Development 2008 – 2010

Responsible for the growth and profitability of Penn Mutual’s Career Agency system. Responsible for the selection and development of 1st and 2nd line managers of the agency system and the development of the Regional Vice Presidents supporting distribution. Interacts regularly and seamlessly with Field Development, Marketing, Product Management, Business Processing, Field Financial Management and Compliance, coordinating the activities of all Support Center functional areas for optimal support to drive field results.

Successfully grew the sales of life products in both 2009 and 2010 by nearly 51% and 34%.

Replaced 12 Managing Partners and nearly 25 sales managers and grew our producer count by nearly 200 a 20% growth rate over two years.

Foresters Financial Partners (National IMO) Founding Partner 2007 – 2008

Financial Services Industry was selected to join two other executives to form a partnership to develop a “start-up” distribution company focused on the creation of twelve regional brokerage managers across the United States. In our first two years we attracted more than 6,000 advisors to sell the life products of Foresters and other life products of a group of selected life manufacturers.

Grew individual life sales six-fold over two years.

Exceeded 2007 and 2008 sales objectives by more than 12% in each year.

Grew scratch independent distribution channel from 0 to 6,000 agents.

Grew life sales from zero to more than $5M in our first two years.

Foresters Life Insurance Company – Vice President Field Force Development 2005 – 2006

Third largest fraternal life insurance company with operations in the U.S., Canada, and the U.K.

Increased agent headcount, improve agent four-year retention, productivity and production through the implementation of best practices in the area of agent and management recruiting and the implementation of effective agent and field manager training programs.

Prioritized opportunities, revised processes, created new tools and implemented significant changes for agent and field leader recruiting, training and coaching within a six month timeframe.

Crafted accountability systems to ensure appropriate adoption of tools and processes.

Attracted top talent (both filed and home office) into the organization.

New England Financial – Regional Vice President 2003 – 2004

I was responsible for the attraction, development and supervision of the 21 agencies across the northeast region of the United States. I successfully eliminated the $6.5M in financial losses in the region, grew sales in each of the 4 years by more than 10% annually in each of my four years. I was responsible for the hiring of more than 1,000 producers, 25 sales managers and 6 general agents.

New England Financial - Vice President Recruiting and Field Development 2001 – 2002

Built and delivered a comprehensive field leadership development program that improved the organizational effectiveness of our field leaders through leadership development, performance management, succession planning, coaching, mentoring and other systems and strategic initiatives.

Implemented field leader coaching process with greater impact and reduced cost.

Orchestrated a distribution-wide mentorship program.

Increased agent headcount and improve agent four-year retention through researching best practices, implementing agent and management selection processes and developing field managers.

Stopped the decline in agent headcount.

Improved projected 4-year retention by 3 %.

Created and implemented 1st and 2nd line field management development program.

Devised and delivered 1st line field management skill development workshop.

New England Financial/MetLife - Vice President – Independent Distribution 1998-2001

Built the internal operations and operating systems required to support a new division of New England Financial and Metlife “independent distribution” focused on marketing the life products of both carriers to the independent marketplace.

Developed a team of life specialists to market the life products to independent producers across the United States. We grew sales as a start-up in all four years and successfully merged our group into a larger brokerage operation with GenAmerica in their merger with Metlife.

Developed an innovative technology platform “Roundtable” to create a single advisor portal to view and administer all their life business with Metlife for all life products across all carriers acquired by Metlife. This resulted in a net savings of over $85M and the elimination of over 100 employees that were reduced as a result of the advancements in technology.

John Hancock – Associate General Agent 1995 - 1998

I joined the Andover general agency of John Hancock as the Associate General Agent to install the required systems for success in building a general agency. In my tenure as Associate General Agent I was responsible for the attraction of over 50 new advisors and growth in sales of 15% in my first year, 10% in my second year and 20% in my final year.

New England Financial – Regional Training Consultant 1988 – 1995

I was responsible for the education and training of producers across the career agency system. Developed and implemented a series of educational programs to provide advisors with the core knowledge and skills in planning, products and running a successful business.

Additionally, I was responsible for the training and development of the sales managers and general agents through on-site coaching and regional workshops to develop knowledge and skills in recruiting, training, coaching and general business skills.

Implemented a field coaching process that improved productivity by 5% and had a cost savings of $1.2M.

Orchestrated a regional mentorship program to develop junior advisors into senior advisors and new managers into veteran managers.

EDUCATION AND DESIGNATIONS

AMTC Graduate, Chartered Leadership Fellow

M.ED., Masters in Education, Endicott College, Beverly, MA, 2007

B.S., Business Administration, Finance, University of Maine, Orono, ME 1985

AFFILIATIONS

Member, MDRT, GAMA, FINESCA, Cape Ann Chamber of Commerce,

Licenses

Massachusetts Life & Health License, Dropped my Series 6, 63, 7, 26 with no complaints or issues

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