Page 42 - Lasting Mark : Onboarding Guide
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DIRECTORY
AGENT SERVICES ZACHARY MCELWAIN
VP BUSINESS STRATEGY & AGENT RELATIONS, MANAGING PARTNER
Zach.McElwain@lastingmark.com | 502-915-8218
• Agent Services Support
• Life Insurance Academy
• Lasting Mark Leads
• Carrier Relations
• Carrier onboarding / Processes
• Group Onboarding
• Innovation and Development
• Strategic Relations / Problem solving
BART PHILLIPS
AGENT SERVICES SUPPORT SPECIALIST
Bart.Phillips@lastingmark.com | 417-881-0080
• Connecting agents to the Lasting Mark Community
• Onboarding: Slack - LINK- Training Center
• Slack Invite
• LINK Credentials / Support
• Training Center Credentials
• Agent Services Support
• Lead Support
LIFE SALES SUPPORT VP SIMPLIFIED LIFE SALES & AGENCY GROWTH, MANAGING PARTNER
CHRIS BALL
Chris.Ball@lastingmark.com | 502-915-8218
• Life Structuring / Onboarding
• Life Expert Review - Contracting Direction
• Life Sales Training & Support
• Communications
• Leadership Development
• Life Insurance Academy
TIM WRIGHT
DIRECTOR OF SIMPLIFIED LIFE SERVICES
tim.wright@lastingmark.com | 502-915-8218
• Life Sales support for agency builders, individual agents & staff
• Guidance on Life Insurance products, policies, services, industry trends and regulations
• Developing and improving Life sales tools, processes, presentations and resources
• Assist in organizing and executing training environments and other events
• Provide training and guidance for sales team members on product knowledge and sales process
• Support contracting team and assist agents with pipeline issues
STEPHANIE MCCAHON
LIFE GROWTH SUPPORT SPECIALIST
Stephanie.m@lastingmark.com | (417) 881-0080 ext: 203
• Support Recruiting Initiatives
• Strategic Partner Relationship Management
• Supporting the creation of Tools and Resources
• Life Contracting Guide/ Support
42 ONBOARDING GUIDE LASTING MARK
