Carrie Yates Email & Phone Number

United States

United States

Covington, Louisiana, United States

▪️ Led, coached, and developed a team of financial consultants in sales and consultative solution management for clients across two branches with 8 direct reports ▪️ Implemented company-wide coaching and mentoring programs such as sales snippets and java talks that consist of bi-weekly training sessions with a focus on interpersonal dialogue▪️ Cultivate relationships with existing and prospective TD Ameritrade clients in an effort to demonstrate to clients and prospects the value of the TDA platform, resulting in asset accumulation and retention ▪️ Delivered consistent results with coaching, resulting in branch always in the top 3rd of stack racking▪️ Implemented process to grow guidance practice from 1.1 million to 35 million in 2 years by coaching and developing team members ▪️ Orchestrated divisional training for managers using Money Guide Pro and other sales tools

Covington, Kentucky, United States

▪️ Developed prospect from proactive cold calling to market efforts in specific regions ▪️ Uncovered new business development opportunities to present 401(k) products to decision makers in the organization ▪️ Led national scoreboard for Q2 ,Q3 and Q4 by leveraging CSS skills to develop business▪️ Assisted SPS trainer in developing SPS training program with notes, examples, and clips ▪️ Managed 200+ case load assisting retires with implementing pension, 401(k) plan, and health care

Cincinnati, Ohio, United States

▪️ Engineered initial screening and interviews with all potential employees for approximately 200 workforce population▪️ Conducted two-day onboard class for all new hires to understand benefits, company policy, and company culture ▪️ Developed wellness program by applying for state funded grants and working with vendors▪️ Sourced vendors for background checks and drug testing to make processes more efficient and reduce cost ▪️ Assisted with technical issues and worked to develop new employees