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JAY A. FLACK

• Ohio 44142 •
 

SALES / MANAGEMENT

EMPLOYMENT

  LICENSED FINANCIAL CONSULTANT           July 2008 to Present
  PNC Bank                               Ohio

 Responsible for the marketing of Fixed & Variable Annuities and Mutual Funds.

 FINANCIAL ADVISOR                                 July 2007 to July 2008
  MetLife                                   Broadview Heights, Ohio

 Responsible for the marketing of Fixed & Variable Annuities and Mutual Funds.

AGENCY MANGER                                 January 2005 to July 2007
 Allstate Insurance                                            Middleburg Heights, Ohio

Responsible for the management of the agency and marketing of: -Property & Casualty Insurance -Fixed & Variable Annuities -Life & Health Insurance -Mutual Funds -Long Term Care Insurance. Supervised two employees.
         
 F INANCIAL ADVISOR                              April 1994 to January 2005
 Thrivent Financial                                          Rocky River, Ohio

Responsible for marketing financial products to Lutheran families in the Southwest Cleveland suburbs. Qualified twice for MDRT. Qualified twice for the President's Conference. Qualified four times for the Conference.

20 million dollars in AUM

 FINANCIAL SERVICES REPRESENTATIVE           October 1992 to April 1994
 MetLife                                        Middleburg Heights, Ohio

Responsible for the marketing of: -Fixed & Variable Annuities -Life & Health Insurance -Long Term Care Insurance -Mutual Funds
 
 VICE PRESIDENT AND GENERAL MANAGER           April 1989 to October 1992
 General Funding, Inc.                                         Rocky River, Ohio

Directed business development in the northern Ohio market. Personally called upon customers. Generated an average of $750,000 per month in loan transactions. Hired and managed staff of four.

 N ATIONAL RETAIL COLLECTION MANAGER           March 1988 to April 1989
 Firestone Tire & Rubber           Ohio

Provided for the profitable liquidation of a 2 million account credit card portfolio. Increased productivity by 30% through the use of power dialers, telecomputers and a behavior scoring system. Coordinated all budget activity for 120-employee department. Successfully consolidated two regional centers, reducing full-time employees from 127 to 102 and effecting a cost savings of more than $1 million annually.
               

 

JAY A. FLACK                   PAGE 2

 A SSISTANT VICE PRESIDENT - COLLECTION MANAGER         May 1987 to March 1988
 First Deposit Savings           Pleasanton, California

Coordinated all human resource, employee training and quality control activities for collections department. Managed 75 employees including supervisors, systems analysts, collectors, data input and clerical support personnel. Reported directly to the Senior Vice President. Implemented use of computer-assisted DAVOX auto dial tele-collection system which increased productivity by 50%. Developed and presented an extensive 3-part employee training program which improved employee collection techniques. Designed departmental mainframe and PC generated MIS reports for increased productivity control.
 
  ASSISTANT VICE PRESIDENT - COLLECTION MANAGER         August 1986 to May 1987
 Valley National Bank - The Household Bank           Salinas, California

Organized and established the collections department for this national credit card issuer. Hired, trained and evaluated the multilingual collections staff of 6 exempt and 60 nonexempt employees. Created all policies, procedures and operating budgets for this start-up operation.

 ASSISTANT VICE PRESIDENT - COLLECTION MANAGER         May 1978 to June 1986
 Huntington National Bank                                Cleveland, Ohio

Regionalized all collection department activities for this large bank holding company preceding major merger. Directed collection of real estate mortgages, installment loans, leases and commercial loans. Managed day-to-day operations of the credit card portfolio. Hired, trained and evaluated exempt/nonexempt staff of 50, including development of bank management leaders.
 

EDUCATION

  BACHELORS IN BUSINESS ADMINISTRATION DEGREE
  Canterbury University, 1994

LICENSES HELD  

  SERIES 6, SERIES 63, LIFE & HEALTH, AND PROPERTY & CASUALTY