Trevor Mack
Collegeville,PA
Summary
Results-driven financial services professional with Prudential experience in annuities, mutual funds, inbound sales, and client consultation. Skilled at simplifying complex products, building trust, managing pipeline activity, and supporting informed client decisions.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Annuity Inbound Sales Associate
PRUDENTIAL FINANCIAL
10.2025 - Current
- Managed inbound annuity sales pipeline, enhancing product expertise and client consultation skills.
- Converted inbound annuity inquiries into qualified opportunities, contributing to three closed contracts totaling approximately $680K in premium within one quarter.
- Produced 30 custom annuity illustrations in 90 days, supporting a $4.54M sales pipeline.
- Handled 106 advisor and client calls, leading 80 meeting-prep sessions to drive pipeline advancement.
- Created 50+ sales and marketing materials to boost advisor engagement and expedite decision-making.
Mutual Funds & Annuities Associate
PRUDENTIAL FINANCIAL
04.2023 - 10.2025
- Achieved 100% customer service call quality scores every month, consistently exceeding performance standards.
- Clarified complex annuity products and portfolio details, empowering clients to make informed decisions.
- Strengthened client relationships by simplifying annuity options tailored to individual needs.
- Adapted interaction style to diverse callers, ensuring clarity and trust in every interaction.
- Navigated multiple systems and streamlined service delivery during peak call periods.
- Utilized Business Processing Center platform to enhance documentation processes and expedite service delivery.
Senior Claims Examiner
PRUDENTIAL FINANCIAL
04.2022 - 04.2023
- Managed intricate claims, utilizing analytical judgment to facilitate prompt and precise client payments.
- Resolved complex claims through innovative solutions, ensuring adherence to policy guidelines and maximizing client satisfaction.
- Maintained high accuracy and compliance while managing 50 claims per day.
- Collaborated with cross-functional teams to address escalated issues, enhancing operational efficiency and improving client outcomes.
- Interpreted and processed documentation in the Business Processing Center while maintaining compliance standards.
Kitchen Manager
BUCKBOARD BBQ
08.2020 - 12.2021
- Enhanced guest satisfaction by maintaining service standards and promptly resolving issues.
- Trained staff while coordinating operations to support daily sales of $5K.
- Oversaw kitchen operations, ensuring compliance with health and safety standards.
- Managed inventory levels, optimizing supply chain efficiency and reducing waste.
- Trained and mentored kitchen staff, fostering a collaborative team environment.
Lead Line Chef/Prep Cook
SOUTHWESTERN YACHT CLUB
06.2016 - 08.2020
- Expanded menu offerings and enhanced service quality to elevate customer satisfaction.
- Promoted to lead role, ensuring quality standards and implementing process improvements.
Pharmaceutical Intern
SILEX PHARMACEUTICALS
06.2015 - 08.2015
- Delivered comprehensive marketing plan to senior executives, aligning with company objectives.
- Conducted market research to inform product positioning.
- Supported business development and commercial strategy initiatives to enhance market positioning.
- Received recognition for exceeding project goals and contributing to team success.
Education
MBA - Business Management
University of Phoenix
03-2020
Culinary Degree - undefined
San Diego Culinary Institute
05-2017
BS - Mass Communications/Public Relations
Shippensburg University
05-2016
Skills
- Consultative Selling
- Client Needs Analysis
- Objection handling
- Client Relationship Management
- Salesforce
- Regulatory Awareness
- Pipeline Support
- Product knowledge
- Active listening
Certification
- Life Insurance License
- FINRA Series 6
- FINRA Securities Industry Essentials (SIE)
- FINRA Series 63
Timeline
Annuity Inbound Sales Associate
PRUDENTIAL FINANCIAL
10.2025 - Current
Mutual Funds & Annuities Associate
PRUDENTIAL FINANCIAL
04.2023 - 10.2025
Senior Claims Examiner
PRUDENTIAL FINANCIAL
04.2022 - 04.2023
Kitchen Manager
BUCKBOARD BBQ
08.2020 - 12.2021
Lead Line Chef/Prep Cook
SOUTHWESTERN YACHT CLUB
06.2016 - 08.2020
Pharmaceutical Intern
SILEX PHARMACEUTICALS
06.2015 - 08.2015
Culinary Degree - undefined
San Diego Culinary Institute
BS - Mass Communications/Public Relations
Shippensburg University
MBA - Business Management
University of Phoenix