Phillip Packard
Director of Business Development at Hicks Pension Group- Claim this Profile
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Bio
Coleton Hutchins, MBA, QKC, QKA
When I consider all the skills necessary to build a solid company reputation and brand image, Phillip Packard excels in them all. He is quick to listen and learn, personable, diligent, intelligent, and many others like these. It is no surprise that many of the business partners he works with end up becoming friends because that's the kind of guy he is. I'm the person I am today in large part to Phillip's influence and impact during our time working together. I simply cannot provide a higher endorsement for Phillip as he improves any team or organization he is a part of.
Coleton Hutchins, MBA, QKC, QKA
When I consider all the skills necessary to build a solid company reputation and brand image, Phillip Packard excels in them all. He is quick to listen and learn, personable, diligent, intelligent, and many others like these. It is no surprise that many of the business partners he works with end up becoming friends because that's the kind of guy he is. I'm the person I am today in large part to Phillip's influence and impact during our time working together. I simply cannot provide a higher endorsement for Phillip as he improves any team or organization he is a part of.
Coleton Hutchins, MBA, QKC, QKA
When I consider all the skills necessary to build a solid company reputation and brand image, Phillip Packard excels in them all. He is quick to listen and learn, personable, diligent, intelligent, and many others like these. It is no surprise that many of the business partners he works with end up becoming friends because that's the kind of guy he is. I'm the person I am today in large part to Phillip's influence and impact during our time working together. I simply cannot provide a higher endorsement for Phillip as he improves any team or organization he is a part of.
Coleton Hutchins, MBA, QKC, QKA
When I consider all the skills necessary to build a solid company reputation and brand image, Phillip Packard excels in them all. He is quick to listen and learn, personable, diligent, intelligent, and many others like these. It is no surprise that many of the business partners he works with end up becoming friends because that's the kind of guy he is. I'm the person I am today in large part to Phillip's influence and impact during our time working together. I simply cannot provide a higher endorsement for Phillip as he improves any team or organization he is a part of.
Credentials
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Resident Insurance Producer
California Department of InsuranceFeb, 2013- Nov, 2024 -
Series 6, 63, and 65
Financial Industry Regulatory Authority (FINRA)Jul, 2012- Nov, 2024
Experience
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Hicks Pension Group
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United States
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Financial Services
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1 - 100 Employee
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Director of Business Development
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Dec 2022 - Present
Hicks is a Third Party Administrator providing Administration, Consulting, Reporting and Compliance Services for 401(k), Defined Benefit Pension, Cash Balance, Profit Sharing and other Retirement Plans. In the role of Director of Business Development, I provide education and solutions to a broad spectrum of financial services representatives, plan sponsors, and participants through consultative retirement plan support and resource development. My sincere belief is that… Show more Hicks is a Third Party Administrator providing Administration, Consulting, Reporting and Compliance Services for 401(k), Defined Benefit Pension, Cash Balance, Profit Sharing and other Retirement Plans. In the role of Director of Business Development, I provide education and solutions to a broad spectrum of financial services representatives, plan sponsors, and participants through consultative retirement plan support and resource development. My sincere belief is that intelligently designed retirement plans create more successful companies and a stronger community. Consultative communication with business owners enables them to better evaluate their current and projected needs. The resulting retirement plan design enables business owners to maximize their tax and retirement savings opportunities while offering an exceptional benefit to their employees that will not only attract and retain high-quality employees, but also provide them security and retirement readiness. Show less Hicks is a Third Party Administrator providing Administration, Consulting, Reporting and Compliance Services for 401(k), Defined Benefit Pension, Cash Balance, Profit Sharing and other Retirement Plans. In the role of Director of Business Development, I provide education and solutions to a broad spectrum of financial services representatives, plan sponsors, and participants through consultative retirement plan support and resource development. My sincere belief is that… Show more Hicks is a Third Party Administrator providing Administration, Consulting, Reporting and Compliance Services for 401(k), Defined Benefit Pension, Cash Balance, Profit Sharing and other Retirement Plans. In the role of Director of Business Development, I provide education and solutions to a broad spectrum of financial services representatives, plan sponsors, and participants through consultative retirement plan support and resource development. My sincere belief is that intelligently designed retirement plans create more successful companies and a stronger community. Consultative communication with business owners enables them to better evaluate their current and projected needs. The resulting retirement plan design enables business owners to maximize their tax and retirement savings opportunities while offering an exceptional benefit to their employees that will not only attract and retain high-quality employees, but also provide them security and retirement readiness. Show less
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The Ryding Company | Your Retirement Plan Company
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United States
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Financial Services
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1 - 100 Employee
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Regional Vice President of Sales
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Feb 2017 - Jan 2023
Dedicated representative proudly serving the Hawaiian islands' pension and qualified plan needs. Dedicated representative proudly serving the Hawaiian islands' pension and qualified plan needs.
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Capital Group
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United States
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Financial Services
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700 & Above Employee
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Retirement Plan Sales Consultant
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2015 - Jan 2017
Responsible for the Los Angeles and Hawaii territories, assists a base of over 900 financial advisors and intermediaries with the qualification, comparison, and sale of retirement plan solutions in the small to mid market qualified plan space. In addition, responsible for the distribution and support of the American Funds in the DCIO space, and the development of internal wholesalers.
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Area Sales Representative
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2012 - 2015
Covered the Los Angeles territory for the distribution of American Funds mutual funds, Capital Group Separately Managed Accounts, and proprietary 401(k) solutions.
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American Funds Trainer
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2010 - 2012
Facilitated new associate training for external sales force members, internal wholesalers, and customer service representatives. Conducted enhancement and advanced training. Responsible for curriculum development, participant assessment, and ongoing associate development in coordination with departmental supervisors.
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Adviser Marketing Representative II
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2006 - 2010
Supported the distribution of American Funds products and provided comprehensive marketing and procedural assistance to financial advisers through an inbound phone unit. Successfully managed volumes in excess of 100 calls per day. Trained and mentored internal associates as a Retirement Plan Resource Group Representative, Market Volatility Contact, and a Help Desk Associate.
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Marketing & Sales Development Specialist (Internship)
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2008 - 2009
Developed and implemented marketing campaigns. Coordinated multi-department communications/execution strategies and presented status updates to senior management.
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Indymac Bank
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Banking
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700 & Above Employee
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Loan Consultant - Consumer Direct
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2005 - 2006
Conducted outbound sales calls from web leads to establish client relationships. Analyzed credit profiles and independently prepared mortgage presentations to ensure applicants’ understanding of complex loan programs and procedures. Conditioned mortgage submissions and worked closely with multiple internal departments and external affiliates to maintain compliance and timely processing. Conducted outbound sales calls from web leads to establish client relationships. Analyzed credit profiles and independently prepared mortgage presentations to ensure applicants’ understanding of complex loan programs and procedures. Conditioned mortgage submissions and worked closely with multiple internal departments and external affiliates to maintain compliance and timely processing.
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Verizon
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United States
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IT Services and IT Consulting
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700 & Above Employee
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Sales Representative & Assistant Retail Sales Manager
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2003 - 2005
Awarded Top Sales Performer in acknowledgement of superior customer service skills and greatly exceeding company metric expectations. Conducted weekly staff meetings to an employee base in excess of twelve, addressing industry changes, metric expectations, and methods to improve customer service. Handled escalated client service issues. Awarded Top Sales Performer in acknowledgement of superior customer service skills and greatly exceeding company metric expectations. Conducted weekly staff meetings to an employee base in excess of twelve, addressing industry changes, metric expectations, and methods to improve customer service. Handled escalated client service issues.
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Education
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California State University-Fullerton
Business Administration and Management, General
Community
