Beth Toler Email & Phone Number

Dallas-Fort Worth Metroplex

• Actively participated in networking events to generate new business leads and referral sources.• Planned and executed meetings and community engagement events with multi-channel marketing• Revitalized stagnant HQ managed accounts in asset management, resulting in renewed business activity after 24 months• Recognized as the winner of the 2021 territory-wide March Madness activity contest and received the first runner-up title in 2022 by successfully completing more than 200 outgoing calls each day.• Developed employee benefit solutions based on client needs and budget restrictions for businesses with under 50 employees• Managed end-to-end benefits administration tasks: including enrollments, terminations, payroll deductions, and claims.• Effectively communicated through various channels including email, phone, virtual meetings, and face-to-face discussions with diverse stakeholders to address concerns related to health, budgets, and welfare benefits while upholding strict compliance regulations

As Asset Director I was blessed to be able to give new Financial Representatives the inspiration, knowledge, and support they needed to jump start their careers. • • Played a key role in guiding and mentoring new Financial Representatives, resulting in their successful career launchWorked alongside both internal and external stakeholders to define operational objectives consistent with company strategy and industry regulations.• Coordinated and efficiently handled the scheduling of appointments for a multi-person team.• Examined operational procedures to identify areas for improvement and implemented new structure and workflows, resulting in increased efficiency in day-to-day operations• Delegated work, establishing priorities, schedules, and goalsApplied exceptional conflict resolution and effective communication skills to foster longlasting relationships with colleagues and external stakeholders.• Provided newly licensed Financial Representatives with the necessary resources to succeed, acting as a coach, cheerleader, and first line of compliance enforcement.• Developed and maintained performance appraisals to communicate Financial Representatives' career development information to in-house and corporate leadership teams.• Created opportunities for advanced training and access to new programs for team through relationships cultivated with internal and external experts and thought leaders• Conducted orientation, job-specific training, and staff development for onboarding new employees.• Created and implemented new training programs to ensure compliance with both company standards and government requirement

• Demonstrated executive management skills by effectively driving growth and increasing profitability within the existing practice.• Facilitated communication and collaboration through coordination of efforts across departments• Analyzed expenses and implemented improvements in operational efficiency to identify opportunities for cost savings• Acted as primary liaison and coordinator for organization-wide strategic planning and major program activities• Maintained high level of confidentiality when dealing with sensitive HIPPA protected client information, company data, and personnel matters• Collaborated with other executives on long-term business planning, technology upgrades, and decision making.• Represented organization at industry events, conferences, and networking functions to build relationships with key stakeholders.• Served as point person during crisis situations requiring quick thinking, decisive action, or sensitive handling of information

Dallas, Texas, United States

• Conducted planning analysis, managed case development, preparation of all documentation, and construction of budgets.• Created proposals, illustrations, & applications for various risk & investment products, including outside business. • Underwriter follow up & correspondence, resolving issues, including sensitive medical concerns in a timely & HIPPA compliant manner.• Client onboarding including data gathering, fact checking, & implementation into digital & hard copy records. • Ordering & maintaining up to date Marketing materials & office supplies. • Plus all duties of previous role.

Dallas, Texas, United States

•Calendar Management, coordinating appointments, & ownership of members’ schedules for a multi-person team.•Directed client & prospect service experience, ensured all inquires & problems were efficaciously resolved.• Acted as gatekeeper for the advisors schedules & correspondence. • Developing & nurturing relationships both within the organization, externally, & with clients referring inquires activities & tasks.