Ashley Watts Email & Phone Number

Palm Harbor, Florida, United States

Palm Harbor, Florida, United States

Clearwater, Florida

· Assume complete responsibility for the financial center and oversee risk, operations and compliance management.· Drive sales performance results through planning, directing and coaching strong sales and service behaviors, initiatives and activities.· Trained and mentored associates throughout the Tampa Bay Market with specific role requirements and morale concerns. · Proactively build and manage relationships with sales, leadership and optimum client satisfaction (i.e. Investments, Home Loans, Small Business).· Coach and manage employees in delivering exceptional client experience.

Austin, Texas Area

· Managed risk and operations appropriately and effectively throughout the financial center.· Organized and scheduled appointments and meeting for clients to review accounts and financial priorities. · Instructed and assisted in sales productivity to ensure goals were being met and exceeded.· Provided coaching and support to assist financial center team through role play, observations, and ongoing training. · Focused on customer experience and overall satisfaction.

Austin, Texas Area

· Identified sales opportunity and recommended best financial service or product to clients.· Consistently met and exceeded business metrics and goals each quarter.· Worked with financial partners and specialist to effectively reach/surpass our separate, yet collective team goals.

San Antonio, Texas Area

· Developed and managed business relationships with pharmaceutical companies and sponsors.· Created and produced multimedia television/radio advertising scripts & developed other marketing materials. · Partnered with local television and radio stations in developing and tracking campaigns. · Organized and scheduled monthly meetings with vendors and producers to discuss budget expenses.

San Antonio, Texas Area

·Managed six employees simultaneously ensuring company protocol (proper attire, punctuality) were being met.·Handled all customer concerns and complaints efficiently and with a high degree of professionalism at all times