Doreen Duffy, Qpfc Email & Phone Number

United States

United States

United States

I currently lead the Tax Exempt Sales Support team which provides sales support to our sales team in their pursuits of selling Tax Exempt plans in all market sizes.I also lead a technology effort to increase pricing automation.In addition, I lead the Executive Admin office which provides support to sales associates and sales leaders.I look for ways to continue to evolve and create efficiencies to transform the teams to increase our support of sales.

Smithfield, Ri

I led the team I created in 2016, the Pricing and Acquisition team which provides sales support to our 401k sales team.In addition, I created and led a Multi Product Sales team in 2018-2019. This team was responsible for selling Fidelity's HSA, Student Debt and Personalized Planning and Advice offering to prospects.In creating these 2 teams I have experience with business planning and process creation. I am also responsible for working through all compliance, compensation and technology logistics. I have led both teams to success: Pricing and Acquisition Consulting team completes high volumes of work (22,000 items per year while consistently exceeded SLA goal of 93%) and Multi Product Sales Team exceeded HSA sales goals (115%) as well as started selling other products.I look for ways to continue to evolve and create efficiencies to transform the team to increase our support of sales.

Smithfield, Ri

I led a team of 401k sales people. I achieved the strategic initiatives and goals by coaching / evaluating the team on sales process skills, activity and sales results. This was done by creatively integrating technology, marketing, and the sales process in order to deliver highly targeted and effective message to clients and prospects.• Exceeded sales and activity goals 7 out of 8 years.

Smithfield, Rhode Island, United States

Smithfield, Rhode Island, United States

Smithfield, Rhode Island, United States

I led a team of Inside Wholesalers selling Fidelity Advisor products to Financial Advisors. I drove sales results and market share by executing and delivering on Fidelity Investments Institutional Services strategic initiatives. I worked directly with Inside & Outside Sales/Sales Management to strategize on ways to integrate technology & marketing to deliver highly targeted and effective message to clients and prospects. I developed associates and achieved sales results by coaching / evaluate my team on sales process skills, activity and sales results, • Exceeded sales goals: (102% and 115.3% of goal)

Smithfield, Rhode Island, United States

I was responsible for hiring and developing sales people to sell Fidelity Advisor products. Over 18 months, I hired and developed 37 associates into Inside Wholesalers. I achieved this by coaching, as well as created and Implemented an extensive Inbound Sales Representative transition plan to prepare Inbound Sales Representatives to be successful Inside Wholesalers.

Smithfield, Rhode Island, United States