Craig Cyr Email and Phone Number

•Oversee employer sponsored retirement plan transfers with personal goal of 70 Million per year.•Provide information and conduct transfer follow-ups to retail investors as well as registered Voya Financial Advisor field representatives in the North-East Territory.•Research competitor procedures and SLA's to ensure timely processing. •Primary coach for new hires for the account consolidation team.

•Discuss with clients the rules, regulations, and procedures of sponsored retirement plans.•Process transactions efficiently, consistently exceeding the role's goal metrics and initiatives.•Supply quality customer service by navigating client issues with empathy and building customer rapport •Build opportunities for continuous improvement, including advocating for new greeting verbiage that was rolled out on June 6th under the “Effortless Squad” committee project.•Present to senior leadership, including SVP of Call Center Operations, gaining stakeholder support for new initiatives.•Assist managers in training and coaching new hires to the call center.

•Passed Connecticut’s commercial property and liability insurance license through self-study.•Introduced CRM software into the workplace and established daily routine of identifying and qualifying sales leads generated from a variety of sources, including networking, referrals, marketing, cold-calling, and lead databases.•Presented and explained Wellstone’s products and services using a consultative approach, based on a true understanding of clients’ needs and goals

My first job from high school and a great company to start a career with. They teach business, nutrition, agriculture, and logistics. Upon closer inspection, they also support local farms and events in New England. The customers are friendly when you know the basics and ecstatic when you know more which is a rewarding and enriching experience.Assesses diverse customer requests daily and directs them to alternative company products/services when a request cannot be fulfilled due to shortage or company policy.

Confidently assumed consulting and leadership roles while assisting student CFOs understand their financial duties and processes for their business organizations. Processed and recorded club transactions using quickbooks and financial software. Kept track of inventory and receipts for fundraisers.