John Planz

About John Planz

I\'m a results-driven professional with a strong record of leading high-performing teams, solving complex challenges, and driving growth through strategic thinking and innovation. I thrive in dynamic environments, adapt well to change, and turn uncertainty into opportunity. My leadership style focuses on collaboration, accountability, and empowering others around a shared vision. In sales, I use a consultative approach to understand customer needs, build lasting relationships, and drive sustainable revenue growth.I am highly skilled in the onboarding process of new clients, ensuring a smooth and efficient transition while delivering value at every stage. From initial contact to full integration, I provide consistent support, build strong relationships, and focus on meeting client needs to ensure long-term satisfaction and success.

Experience

1. Director of Member Services

   Eqrp Company

   Feb 2021 — Present · Birmingham, AL, US

   Lead and mentor a high-performing account management team focused on maintaining compliance and delivering exceptional support for clients\' self-directed 401(k) accountsServe as a key resource for clients, providing clear guidance on prohibited transactions, IRS regulations, and qualified investment options to ensure confident, compliant decision-makingPartner with executive leadership to design and implement sales and retention strategies that drive business growth and enhance the member experienceChampion a service-first culture by continuously improving processes, increasing client engagement, and strengthening long-term retention efforts