Jack Delaney Email & Phone Number

Charlotte, North Carolina, United States

♦ Manage the productivity and skill development of multiple sales teams.♦ Create personalized sales development coaching plans using multiple sources of data from internal reports in coordination with call records.♦ Hold individual sales coaching sessions with each agent weekly to ensure positive growth in line with the coaching plan♦ Review and live-listen to calls to ensure agent’s adherence to Medicare regulations and corporate sales policies.♦ Create and conduct weekly sales incentive contests to drive higher agent engagement. ♦ Conduct disciplinary sessions to reprimand agent’s found out of compliance with company policies and federal regulations.♦ Work in coordination with recruiters to find and interview promising new agents.♦ Lead new hire orientation including overview of company policies, call flow, sales technique, and best practices.♦ Facilitate new hire onboarding focusing on in-depth training of call flow and sales technique through use of role-playing.

Charlotte, North Carolina, United States

♦ Review customer interactions and sales habits of the supervised team. ♦ Maintain consistently high sales figures without the aid of incentives, commission, or sales rankings.♦ Consistently lead new and veteran agents to outperform bankers from other teams and centers♦ Create and hold agents accountable to sales development plans. ♦ Create innovative ways to mitigate issues with engagement, production, and risk.♦ Foster an environment of inclusiveness and success by tasking bankers to coach and hold each other accountable. ♦ Conduct thorough interviews making quality candidate selection a top priority. ♦ Select and mentor promising agents to prepare them to move into team lead and other leadership roles.♦ Work closely with team leads, observe coaching sessions to provide feedback and develop their skills.♦ Manage the administrative and disciplinary tasks of the team. ♦ Run team meetings to announce news, recognize team successes, and solicit ideas to improve engagement. ♦ Host skill development sessions for team leads and bankers and track improvements to inspire continued success.♦ Work with business line partners to share best practices and maximize the production gain from our coaching and call reviews.

Charlotte, North Carolina, United States

♦ Identified opportunities and designed personal and sales growth plans for over 80 sales team members. ♦ Designed and led the business-wide implementation of a coaching roadmap to align all sales leaders. ♦ Ensured the ongoing development of team members through live call listening, call reviews, role play, and coaching sessions. ♦ Ensured the well-being and engagement of team members by building and developing personal relationships and mentorships.♦ Coordinated with other leaders to make ongoing improvements to scripting and sales procedures. (QA, scripting, facilitation examples)♦ Onboarded multiple classes of 15+ bankers to become proficient in job duties

Charlotte, North Carolina, United States

♦ Made over 140 outbound calls daily to solicit current Wells Fargo customers for new loan and credit business♦ Maintained a book of business for auto loan clients to ensure consistent closings♦ Proficiently navigated many different systems and processes to auto loan and credit closings♦ Performed needs based assessments of customers to offer the best fitting product and applicable upsells♦ Maintained a “fresh call attitude” throughout the day to effectively deep discover, convey value, and build rapport to customers.♦ Kept up to date product and procedure knowledge and quality compliance. ♦ Practiced self identification of sales opportunities and developed mentee relationships with top performers to increase efficacy.♦ Innovate ideas to transform sales procedures and increase overall center productivity through sales scripts and engagement activities.