Ian Mohrmann
President/Owner at The Soccer Lot, LLC- Claim this Profile
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Topline Score
Bio
Credentials
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General Securities Representative - Series 7
Financial Industry Regulatory Authority (FINRA) -
Uniform Combined State Law - Series 66
Financial Industry Regulatory Authority (FINRA)
Experience
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The Soccer Lot, LLC
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Recreational Facilities
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1 - 100 Employee
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President/Owner
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Sep 2009 - Present
Manage the business with detail-oriented efficiency and maintain a strong knowledge of all administrative functions. Ensure smooth operations of a 25K sqft facility with attention to league scheduling, safety and maintenance, inventory management, and implementation of technology to boost speed and accuracy of services. Direct efforts in Human Resources and complete interviews, onboarding, general team management, and payroll for one FT employee and up to six hourly employees. Oversee employee scheduling in addition to training and scheduling of six contract referees. Create and execute training processes and SOPs. Engage with customers to ensure satisfactory service and handle any concerns or complaints, investigating incidents directly. Spearhead a broad range of marketing initiatives to support the brand from collaboration on merchandise design and ad campaigns to social media advertising and customer retention strategies. ✔ Achieved success in starting up an innovative business and bringing an idea from paper to reality which entailed launching a prototype field, progressing through planning and zoning challenges, and securing funding. ✔ Spearheaded efforts in transforming adult and youth league operations and elevated the brand around pick up soccer, creating a new membership option and incentive structure to guarantee revenue and attendance. ✔ Developed and implemented targeted programming to attract new business, consistently growing revenue by 20% each year across the majority of tenure due to new program times and increased participation. ✔ Navigated the economic challenges of COVID with success by negotiating modified terms to operate throughout the pandemic while retaining customer base and key employees. ✔ Effectively maintained an annual budget and forecasted quarterly revenues and expenses, breaking down the fiscal details for all programs. Show less
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Retirement Plan Specialist/Senior Account Manager
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Mar 2006 - Nov 2015
Directed a small team in support of a top producing financial advisor and led weekly meetings to ensure streamlined communications and consistent growth. Worked in collaboration with the compliance department to maintain accurate records and standards. Oversaw the processes related to new investments as well as new life/disability insurance. Engaged with clients daily to determine service needs and reviewed client investment accounts, then working to reallocate portfolio assets to best fit risk profiles. Executed securities trades. Sought out new prospects by making daily calls to warm and cold leads for both individuals and businesses. ✔ Achieved targeted prospecting numbers with consistency and successfully refined an existing call procedure to improve results and track client touches. ✔ Boosted contacting and scheduling efficiency by utilizing new technologies. ✔ Led employee retirement seminars and developed retirement plan enrollment and education meetings for company retirement plans which ranged from $1M to $30M. ✔ Created and implemented new organizational processes to better serve the retirement plan book of business (with 15 retirement plans and $500M+ in assets) and executed a new prospecting strategy to capture plan participants who were leaving the plans. Show less
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Investment Representative
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Nov 2005 - Mar 2006
Provided financial planning, analysis, and education for both individual clients and small businesses. Performed daily prospecting and sale on investment securities, life insurance, and disability insurance. ✔ Met all sales goals and established an action plan for maintaining a steady pipeline of new business. Provided financial planning, analysis, and education for both individual clients and small businesses. Performed daily prospecting and sale on investment securities, life insurance, and disability insurance. ✔ Met all sales goals and established an action plan for maintaining a steady pipeline of new business.
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Education
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2012 - 2012
University of Missouri-Kansas City
Entrepreneurship Scholars Program, Entrepreneurship/Entrepreneurial Studies -
1999 - 2003
The University of Kansas
Political Science & History
Community
