Senior Managing Director
Dallas/Fort Worth Area
SENIOR MANAGING DIRECTORApril 2015 - June 2018• Provide plan consultation on overall 401k plan design with regard to Fidelity's product and services offerings, plan administration, and investments• Identify and establish open lines of communication with advisors and key decision makers to build a partnership based on trust and loyalty• Regularly lead strategic client meetings and plan reviews• Identify and manage at risk situations and demonstrate proactive, innovative, and creative solutions with a sense of urgency• Drive toward optimal participant experience through education and utilization of products, services, and client tools• Effectively collaborate with internal business partners to represent and act as a voice for the customer• Participate in sales support activities such as referrals, references, prospect tours, and final sales presentationsRETIREMENT SOLUTIONS MANAGERJune 2012 - April 2015•Provide day-to-day leadership for up to 16 representatives to motivate and inspire excellence in customer interactions, sales, and operations results•Partner with peers both locally and nationally to maintain a culture of collaboration and drive department initiatives•Provide coaching and feedback to representatives regarding performance, consultative skills, customer relationship building, and career development•Help team apply knowledge of all investment products and appropriate Fidelity guidance to customer interactionsSENIOR RETIREMENT SPECIALISTDecember 2009 - June 2012•Coach associates in their development of sales techniques, rapport building skills, and processes.•Research complex participant needs and managed escalated plan issues and calls•Responsible for reporting sales results and metrics to the team and departmentRETIREMENT INVESTMENT SPECIALISTSeptember 2005 - December 2009•Assist plan participants with enrollment and provided guidance regarding investments andoptions in their company plan
