Holly Taylor Email & Phone Number

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

-Create value and solutions for advisors in the financial industry to help them sustain their practices -Deliver engaging sales presentations to qualified financial advisors, explaining technical information in simplified language, to highlight the benefits of partnering with a non-profit organization and presenting financial literacy-Identify opportunities for new chapter development within unoccupied or open chapter regions and collaborate with sales team to recruit to open areas -Apply solid market knowledge and business operations expertise to strengthen department processes and achieve continuous performance improvement -Navigate and maintain a multi-level CRM system to track communications, performance, and sales goals -Monitor industry trends, market conditions, and competitor actions to adjust strategies and drive new member recruitment -Develop innovative marketing campaigns applicable to a niche financial industry to increase engagement with target demographics and drive brand exposure -Coach team members in successful industry-specific selling methods and help encourage cross-selling to drive revenue

Charlotte, North Carolina

Charlotte, North Carolina Area

Charlotte, North Carolina Area

• Manage a high-volume workload within a deadline-driven environment• Develop effective techniques for creating high member satisfaction and adapting to differing personalities among a diverse member base• Follow up with weekly check-up calls to Instructors• Schedule high volume of events• Organize and order marketing material for Instructors• Handle high volume of registration calls for various Member Chapters across the nation

Rock Hill, Sc & Charlotte, Nc

• Directed customers to find merchandise • Answered phones• Upsold merchandise and maintained company wide sales goals week to week • Maintained required level of merchandise with county and state wide school reading lists based on customer demands• Maintained cleanliness and organization of customer service area• Ensured fellow associates remained on task

Fort Mill, Sc

• Managed multiple line phone system• Received payment and record keeping• Typing, proofreading, and transcribing• Direct client interaction • Assisted with data entry

Fort Mill, Sc

• Participated in various incentive programs to support production goals• Took daily inbound calls and key-entered orders• Consistently met and exceeded department expectations for productivity and sales goals• Implemented a consultative selling approach on all inbound calls• Generated 20+ sales on a weekly basis• Quoted prices, credit terms, and other product information• Maintained composure and patience in face of difficult customer situations• Referred difficult issues to upper management while maintaining positive rapport with customer• Resolved customer complaints and concerns with strong verbal and negotiation skills

Russellville, Ar

• Managed staff of 40+ within various store departments • Completed weekly and monthly reports • Set features based on corporate wide plan-o-grams• Participated in various incentive programs and contests designed to support achievement of production goals• Consistently met and exceeded department goals for productivity and sales• Maintained composure and patience in face of difficult customer situations