Mason Holt

• Dedicated Retirement Benefits Specialist with experience in administering retirement plans and ensuring compliance with FINRA regulations.
• Serving primary market of public-school employees by providing financial products and services such as 403B, 457, Life Insurance, annuity products, etc.
• Proven track record of providing personalized financial guidance and 403B plan enrollment.
• Event coordination with administrative staff for public speaking opportunities, networking, etc.

Assess and meet the organization's needs through the recruitment, engagement, and retention of a reliable volunteer base of over 23,000 volunteers annually. Also responsible for ordering and restocking all volunteer supplies needed to support our clients and providing general maintenance and upkeep of the Warehouse and Office Volunteer areas. Primarily coordinate Volunteers on daily volunteer tasks in order to reach prepared food goals.

Key member in the business start-up process for 10X Edge Marketing. Taught and trained sales reps to excel in our companies sales through our 8-day training program, lead classrooms, presentations, "ATMO" Morning Meetings.

Very experienced with recruiting and interviewing.

During the COVID-19 initial outbreak, served as a team lead and sales manager. Built email marketing process to prospect small businesses in need of disinfection services to combat COVID-19

Lead team members during spray contracts, built rapport with a network of business owners in the greater Houston area

Worked as a SUB staff member particularly as part of the set-ups crew, working with presenters and company's to set-up ballrooms with chairs, tables, projectors, microphones, laptops, IT help, etc.

Customer Service Experience