Jamal Magness Email & Phone Number

Fort Mill, South Carolina, United States

Provide frontline assistance to LPL and Equitable advisors, their staff, and end clients with transactionsCommunicate with financial advisors via inbound calls and e-mailProvide excellent advisors service; with expedient resolutionProvide frontline assistance to LPL and Equitable advisors, their staff, and end clients with transactionsAssist advisors with.

Fort Mill, South Carolina, United States

• Responsible for all functions of an Annuity Service Rep including providing exceptional customer service via incoming calls or responses to emails as it relates to Annuities.
• Maintain detailed knowledge of LPL processes and system platform as they relate to Annuities.
• Maintain detailed knowledge about Annuity Products supported by the Annuity Order Entry system and be able to explain the differences between the product features.
• Collaborate with internal business partners to assist with resolving escalations, adapting to operational and compliance process changes.

Clover, South Carolina

• Oversaw the overall operations and provided exceptional services to clients
• Handled the task of coding, billing and payment posting for multiple offices
• Managed daily operations of the organization and ensured IT reliability
• Attended practice reviews and sales calls in collaboration with sales and marketing professionals
• Worked with senior executives on developing as well as implementing short and long term business objectives and opportunities
• Devised strategic plans and organized communication as well as network installations

Charlotte, North Carolina Area

• Reviewed store operations and organization, analyzing information and making sound suggestion to improve operational management of stores
• Developed and managed stores budget planning and tracking
• Maximized sales and profitability ($1.5M) using company programs
• Ensured sales, operations and customer service objectives were achieved and maintained by coaching and developing staff, which contributed to operational efficiencies exceeding corporate goals
• Consistently recognized as a leader in acquiring new business and customer retention. Guided territory management of key customers by directing outside sales ventures

Charlotte, North Carolina Area

• Developed and managed overall store operation with sales tracking, reporting, inventory control and employee payroll
• Trained, coached and managed front end store personnel
• Worked directly with vendors to confirm and verify shipments
• Managed product inventory, tracked sales and researched competitor products and pricing
• Maximized retail food and beverage departments to meet company sales targets

Charlotte, North Carolina, United States

• Handled the tasks of supervising shipping and receiving departments
• Performed maintenance records and information management of shipping department invoices
• Implemented, recommended and supported shipping department to increase quality control, cost reduction and performance of employees
• Developed and managed departmental budget