Mark H. Manderson, AIF®, ARPC®

Examiner
DISC Type : cs

Senior Vice President, Retirement Services at Marsh McLennan Agency

Atlanta, Georgia, United States

Overview

Mark is a Senior Vice President of Retirement Services at Marsh McLennan Agency, specializing in consulting for corporate retirement plans. A finance graduate from the University of Georgia, he was recognized by NAPA as a Top 100 Retirement Plan Advisor Under 40.

Outside of his professional life, Mark is a dedicated father of two and an avid golf enthusiast, incorporating these personal passions into his identity. He actively engages with his local professional community in Atlanta.

He was honored with the NAPA award in his final year of eligibility, marking a significant career milestone.

Personality Overview

Status Quo Seeker

Process Oriented

Tough To Convince

They are always well-planned and adopt a systematic approach.  Being observant comes to them naturally. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Retirement Planning
Actively consults companies on retirement plan limits and upcoming changes, demonstrating deep expertise in corporate retirement strategies.
Pension Education
Promotes educational events through the Pension Education Council of Atlanta, focusing on topics like PEPs and alternative assets for retirement plans.
Corporate Finance
His background includes business development roles at Truist and BB&T, focusing on financial services for companies.

Media Appearances

Mark has no verified media appearances

Work History

8-2023
Senior Vice President, Retirement Services at Marsh McLennan Agency
12-2021 - 8-2023
Retirement Plan Consultant at OneDigital
1-2021 - 12-2021
Vice President, Retirement Services at USI Consulting Group
12-2019 - 1-2021
Vice President, Business Development Officer at Truist
1-2018 - 1-2021
Vice President, Business Development Officer at BB&T

Education

Finance from University of Georgia - Terry College of Business

More Information

Social Presence :

Prographics :

Exp : 13 Location : Atlanta, Georgia, United States Job Level : Leadership Designation : Senior Vice President, Retirement Services at Marsh McLennan Agency
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Insights For Selling To Mark H.

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Mark H. is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Mark H.

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Mark H. move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Mark H. take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Mark H.

Personality Compatibility


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