Everitte Finch Email & Phone Number

Valhalla, Ny, Us

Schedule appointments and visit with high-net-worth individuals to understand the lifestyle, concerns and unique insurance needs of high-net-worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordinglyDevelop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI One Advantage.Successfully penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market.Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basisSuccessfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace.Meet with external centers of influence to prospect, engage and ultimately serve as a value added service that is provided to the clients of the center of influence.Establish relationship as a trusted partner and advisor to clients and prospects.Participate and, as necessary, lead meetings with existing and prospective clients.Manage employee and prospect data, including development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs.Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients and present individual personalized insurance programs to prospective clients.

Chicago, Il, Us

Helped to launch VIU by HUB's new Life Insurance team. This involved strategic market expansion efforts, testing various platforms, and implemented innovative strategies that significantly increased our market share.My expertise lies in cultivating strong client relationships and driving acquisition efforts. I'm proud to have played a key role in expanding our existing client base while identifying and onboarding new opportunities through vendor testing and collaboration with our dynamic team.What sets me apart is my ability to engage in meaningful, client-centric conversations, empowering families to plan for and protect their futures. I bring a proven track record of success in the industry, underpinned by strong analytical skills and a commitment to ethical business practices.

Chicago, Il, Us

Dedicated to providing exceptional service in the insurance industry, I specialize in assisting existing insured individuals with their evolving needs. Proactively reaching out, I ensure that clients are supported through life's inevitable changes, offering them peace of mind and security.What sets me apart is my ability to cultivate lasting relationships. By understanding each client's unique circumstances, I not only meet their immediate insurance needs but also anticipate future requirements. This personalized approach has allowed me to not only support our valued clients but also expand and deepen our relationship with VIU by HUB by introducing additional services.

Winchester, Va, Us

As a Licensed Insurance Agent and Entrepreneur at The Finch Insurance Agency, I dedicated myself to crafting comprehensive plans that empower individuals, families, and businesses to confidently navigate the daily risks they face. With a particular focus on the agricultural sector, I've had the privilege of working closely with small farmers, homesteaders, and passionate equine enthusiasts.I've honed my expertise and become a licensed agent in Life, Health, Accident, Annuities, Property, and Casualty Insurance across multiple states including Maryland, New York, Pennsylvania, Texas, Virginia, and West Virginia.I take immense pride in providing tailored insurance solutions that go beyond coverage, ensuring peace of mind for my clients. My entrepreneurial spirit drives me to constantly seek innovative approaches to safeguard what matters most to you.

Reston, Virginia, Us

With a proven track record in the financial services sector, I've honed my expertise in facilitating seamless loan processes and providing top-notch client support. Over the years, I've successfully:Fielded incoming calls and adeptly converted inquiries into valuable loan applications.Conducted warm outreach to prospects, leveraging data-driven insights to identify promising leads.Managed client portfolios, ensuring a smooth journey through Fundation's services, from document collection to deal negotiations.Conducted thorough risk analyses to expedite the loan closing process, streamlining operations and enhancing efficiency.Additionally, I've been instrumental in driving pivotal projects, including the development of a new Renewal channel and processes, as well as contributing to the creation of a Relationship Assistant role and an innovative incentive plan for the sales team. I've also extended my support to collections, handling a surge in calls during times of economic hardship.Furthermore, I played a crucial role in assisting bank partners and their clients in processing Paycheck Protection Program loan applications, demonstrating my adaptability and commitment to client success.

Santa Ana, Ca, Us

As a seasoned Title/Escrow Officer at First American Title National Commercial Services, I've built a reputation for excellence in managing complex real estate transactions. My expertise spans a wide range of responsibilities:Project Coordination: I excel in orchestrating and overseeing multiple projects, from invoice tracking to portfolio management and project quotes. This multifaceted approach ensures seamless execution and delivery on time and within budget.Client-Centric Service: I take pride in delivering exceptional customer service and resolving challenges for both internal and external clients. My proficiency in Escrow and Title services equips me to navigate diverse commercial real estate transactions with precision and care.Process Optimization: A constant pursuit of efficiency drives me to analyze workflows and implement new procedures. This results in heightened accuracy, faster transactions, reinforced internal controls, and an enhanced client experience.Commitments and Title Reports: I have a demonstrated ability to efficiently order and prepare commitments and title reports from vendor abstracts, ensuring the integrity and accuracy of critical documentation.

Buffalo, New York, Us

In my role as a Personal Banker at M&T Bank, I've excelled in driving meaningful financial solutions for a diverse customer base. Through a blend of strategic approaches and client-centered initiatives, I've achieved notable success:Sales Excellence: I consistently met and exceeded sales targets established by senior bank management, demonstrating my ability to deliver results through effective presentations and planned events.Comprehensive Financial Planning: I take pride in providing personalized financial planning to clients, leveraging a range of M&T Bank and M&T Securities products. This tailored approach ensures that each individual's unique needs and goals are addressed.Community Engagement: I actively engage with the community through various networking events, both sponsored by the bank and external activities. This involvement allows me to build strong relationships and foster trust within the local area.Proactive Cross-Selling: I've successfully identified potential needs and cross-selling opportunities by leveraging client conversations, internal partner referrals, and portfolio transaction histories. This approach has resulted in enhanced customer satisfaction and increased revenue streams.

Buffalo, New York, Us

As a Customer Representative II, I have been instrumental in delivering personalized banking solutions tailored to meet the unique needs of clients. My expertise lies in:Client-Centric Approach: I excel in meeting with customers to understand their financial goals and recommending appropriate bank products and services. This client-centric approach ensures that each individual receives the tailored support they require.High-Value Portfolio Management: I have successfully maintained a portfolio of high-value Bank customers through consistent and meaningful client interactions. This proactive engagement has resulted in strengthened relationships and enhanced customer satisfaction.Account Management Expertise: I am proficient in performing account openings and account maintenance, ensuring that clients have seamless access to the services they need.

Buffalo, New York, Us

As a Sales Development Program Trainee at M&T Bank, I embarked on a dynamic learning journey focused on honing skills critical to success in the financial industry. Through this program, I achieved significant milestones, including:Portfolio and Relationship Management Expertise: I received comprehensive training in portfolio and relationship management, equipping me to provide top-notch service to high-value customers. This experience has allowed me to build strong, lasting connections and deliver tailored financial solutions.In-depth Understanding of Bank Operations: I gained valuable insight into all levels of bank operations, from customer-facing roles to internal processes. This knowledge has provided me with a holistic understanding of how the bank functions, enabling me to better serve clients.Leadership and Team Building Development: The program afforded me the opportunity to cultivate essential leadership and team-building skills in the context of financial sales. This experience has been invaluable in fostering a collaborative and results-driven approach to achieving goals.This opportunity allowed me to leverage this foundation to continue making a positive impact in the financial sector.

Providence, Rhode Island, Us

In my role as a Retail Sales and Service Representative at Citizens Bank, I've been dedicated to delivering exceptional service and solutions to clients. My expertise lies in:Client-Centered Transactions: I excel in conducting customer transactions while leveraging analytical insights from transaction history and account balances to identify and address clients' unmet needs. This proactive approach ensures that clients receive tailored support.Efficient Account Management: I'm proficient in assisting customers with account openings and guiding them through various bank procedures, ensuring a seamless experience.Retail Bank Product Knowledge: I've demonstrated proficiency in showcasing the value of a wide range of retail bank products through engaging sales conversations and presentations. This approach empowers clients with the knowledge they need to make informed financial decisions.Customer Education Initiatives: I actively participate in activities aimed at educating non-bank customers about the offerings and promotions available, extending the reach of our services and fostering a more financially informed community.

As a dedicated Sales Consultant at the Royal Auto Group, I've been instrumental in connecting customers with their ideal vehicles, while also ensuring their satisfaction with our dealership offerings. My expertise includes:Needs Assessment and Matching: I excel in understanding potential customers' unique needs and preferences, effectively matching them with available vehicles and leveraging manufacturer promotions. This tailored approach ensures that every customer finds the perfect fit.Customer Engagement and Satisfaction: I proactively engage both potential and existing customers, prioritizing their satisfaction and assessing their interest in our dealership's offerings. This hands-on approach has been pivotal in building strong and lasting client relationships.In-Depth Knowledge of Automobile Manufacturers: I maintain an extensive knowledge base encompassing various automobile manufacturers, as well as a wide array of vehicle types and options. This expertise allows me to provide informed guidance and recommendations to customers.Effective Lead Follow-Up: I'm adept at following up with leads through a variety of channels, including personalized letters, emails, and outbound sales calls. This proactive approach ensures that potential opportunities are maximized and customer needs are promptly addressed.

Master’S Degree, Secondary Education And Teaching

Bachelor’S Degree, History

Associate’S Degree, Liberal Arts

Graphic Design