Devon Walton Email & Phone Number

Dayton, OH, US

Boston, MA, US

• Provide needs-based mentorship to mass affluent clients based on their circumstances, appetite for risk, and desired level of future investment growth
• Analyze client information and future financial projections to ascertain the best investment solutions and strategies
• Maintain good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances

Boston, MA, US

• Provide planning and advice on a wide range of topics to ensure a positive experience with our participants
• 401(k) enrollments, distribution options, account consolidation options, investment strategies, and retirement readiness
• Promote the importance of planning for retirement, creating a partnership of collaboration and mutual communication between both parties
• Expand experience managing a book of business for Fidelity participants, focusing on proactive outreach and proper scheduling to ensure any future needs are being properly addressed and documented
• Manage day-to-day schedule to efficiently assist clients both inbound and outbound
• 10x National Driver Podium Gold Medal winner for contacts, planning, and referral rates

Boston, MA, US

• Volunteered for leadership responsibilities for day-to-day actions, such as updating the Team Tracker and reporting contacts and bonus results for the Tax Season Incentive Program
• 10x National Driver Podium Gold Medal winner for contacts, planning, and referral rates
• Won December Performance Contest for Team Jackson by leading team in contacts, planning clicks, and referral rates
• Achieved Tax Season Incentive Program Level 1 for contacts and Attendance Kicker bonus for each month of competition
• Volunteered to serve as “Voice of the Field” for Team Jackson, gathering ideas from the team and presenting them for possible solutions to affect not only our team, but all teams around the country
• Proactively sought out leadership responsibilities for double-jacking with incoming WPCI team members

Milwaukee, WI, US

• Built lasting relationships with prospects and clients by delivering world class service to help them achieve their financial goals
• Proactively scheduled meetings to keep clients on track to reach their financial goals
• Exclusive access to a variety of custom solutions and services, including life insurance, disability income insurance, education funding options, retirement planning, and business planning
• Acted as the lead associate for building and proactively maintaining a book of business, impacting the lives of 50+ new clients within the first six months
• Developed and presented in-depth financial plans for potential prospects, focused on maintaining and achieving their goals for a successful future
• Set the strategic direction for the plan and demonstrated ultimate ownership and accountability for the relationship

Dayton, OH, US

• Created, presented, executed, and reported on digital advertising campaigns to new and existing business partners
• Scheduled frequent meetings to protect and grow the digital investment of our new and existing clients
• Differentiated Cox Media Group’s benefits approach against competitive benefits solutions
• Managed day-to-day operations and client relationships for a book of business of $2M-$3M
• Proactively scheduled meetings, presented results, and strategically solved any issues they encountered
• Developed and maintained strong client relationships, which included high-level decision makers

Cleveland, OH, US

• Managed a Sherwin-Williams paint store, serviced wholesale and retail customers
• Strategically managed $1M book of business for location, as well as scheduled days for associates and kept the focus on maintaining customer relationships
• Established and maintained 550+ account relationships through face-to-face and outside sales calls / presentations
• Proactively set up in-person meetings to better understand customer needs, future initiatives, and effective ways of budget allocation that best align with company goals
• Fostered sales growth by 15% in the first six months on location
• Overseer of high-spend, in-depth projects from initial client meetings to the finished product

Cleveland, OH, US

• Responsible for supporting all aspects of store operations, including customer service, marketing, merchandising, inventory control, and store safety
• Required to make weekly sales calls to current and prospective clients. Consistently went above quota to secure success for the stores growth and to maintain client trust
• Prospected for client expansion off hours by speaking with contractors on-site and introducing them to products that could benefit their business
• Self-motivation, taking initiative in higher level management, and continuous actions on projects that would better my understanding of the industry. Lead to promotion within eight months of initial hire

• Nurtured company growth by conducting crucial sales calls, working weekend exhibitor shows, and ensuring that company presence on all media platforms was in line with strong and ethical customer service
• Organized and maintained warehouse, managed communication and order fulfillment of all clients, and focused on inventory control while implementing new policies and procedures
• Provided support to a team of 15 staff members – having customer knowledge of others’ accounts and assisting them when unavailable or when necessary