Mark Mansur

Mark Mansur

Youth Pastor

Followers of Mark Mansur6000 followers
location of Mark MansurCincinnati, Ohio, United States

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  • Timeline

  • About me

    CEO/Founder | Rooted Financial Advisors-Thrivent

  • Education

    • Green Bay Southwest High School

      -
      High School Diploma General
    • Spring Arbor University

      2001 - 2004
      Bachelor's Pastoral Studies
    • University of Wisconsin-Whitewater

      1999 - 2000
      Finance
  • Experience

    • Oakhill Christian Church

      May 2004 - Aug 2008
      Youth Pastor

      Assistant Pastor specifically working with youth and young adults Assisted in the technical directions in the church IT manager for the office and web site developer High School Teacher. Taught a variety of classes.

    • Oakhill Christian School

      Jan 2005 - Dec 2008
      High School Teacher

      I taught a variety of High School Classes.

    • Pontiac Convention Center

      Oct 2008 - Jul 2010
      Director of AV Technology

      I am in charge of organizing and running all audio visual equipment for events at the Pontiac Convention Center. This includes setup and tear down. In addition, I keep up on our website and other computer maintenance as well as assisting in managing staff during events.

    • NYLIFE Securities LLC

      May 2011 - Apr 2019
      Financial Services Professional

      Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency

    • New York Life Insurance Company

      Oct 2015 - Apr 2019

      As the Sales Development Manager for the Wisconsin General Office, I provide training, mentoring, coaching and skills mastery to Agents. I am responsible for the implementation and facilitation of training initiatives, procedures and directives. My core functions include: 1. Oversee Company specific training and development for all Agents. 2. Conduct sales training and licensing classes to develop new and experienced Agents. 3. Mentor Agents in Company financial solution design; sales & prospecting techniques; and sales activity training. 4. Implement and teach the New York Life Curriculum. 5. Advise and consult with the management team and the Managing Partner on recruiting and retention efforts. Show less

      • Agent

        May 2011 - Apr 2019
      • Sales Development Manager

        Oct 2015 - Jul 2018
    • Allstate Financial Services, LLC

      May 2019 - Oct 2019
      Personal Financial Representative
    • Thrivent

      Oct 2019 - now

      I’m building a business to serve people who serve people! We take a look at your current state and help identify ways to come together to unlock the future possibilities while allowing you to thrive in the journey. Our process is based around the items most important to you and you will learn more about yourself as we journey together. Whether you currently or never have had a conversation with a financial advisor, our hope is you will take the leap of faith to experience a complimentary meeting to see what sets us apart from others within the industry. We are available to meet our office locations in Cincinnati, Lexington, Louisville or via zoom from the comforts of your home/office wherever you call home. Show less

      • Financial Advisor

        Oct 2019 - now
      • Market Director

        Mar 2023 - Apr 2024
      • Market Developer

        Sept 2021 - Mar 2023
      • Regional Development Leader

        Oct 2019 - Sept 2021
  • Licenses & Certifications

    • California Insurance Life License

      California
    • FINRA Series 6

      FINRA
      Oct 2011
    • Series 66

      FINRA
      Dec 2019
    • Certified in Long Term Care (CLTC)

      CLT International
      Sept 2023
    • Series 7

      FINRA
      Dec 2019
    • FINRA Series 63

      FINRA
      Jul 2015