Jon Magee Email & Phone Number

Charlotte, North Carolina Area

-Evaluate clients financial needs through conversations to provide recommendations for asset consolidation and/or Vanguard's Personal Advisory Services - Provide investment and portfolio guidance to the recipients of decedent's assets regarding how best to invest their newly inherited assets (FINRA Series 7 & 63 Licensed)-Deliver exceptional guidance to.

Charlotte, North Carolina And Charleston, South Carolina

Identify clients by contacting them through phone leads, cold calling, going door-to-door and by soliciting to friends and family regarding the need for life insurance, 98% contact rate madeMeet with clients to present detailed information and financial advice on a variety of life insurance and retirement products available, 40% of appointments are.

Managed 8 collectors who reduced total delinquency by 50% in 2013 from the previous year, saving credit union $600,000Managed Credit Union’s portfolio of delinquent accounts to determine next course of action, representing approx. $7 million in outstanding loans Assisted 320 members in 2013 with creative solutions to lower their monthly paymentsSaved.

Managed a team of 14 agents, six of whom were top performers throughout the year Interviewed nearly 200 prospective employees and provided hiring recommendations using a targeted selection systemCompiled weekly production reports on the team’s progress and identified areas of focus to reduce loss and maximize productivity from agentsCreated and implemented.

Reduced delinquency and gross losses for prime and subprime mortgage accounts by collecting nearly $200,000 dollars each month which was in the top 5% for our companyMaintained courteous and responsive manner with clients despite negative implication of call Employed influence and counseling skills to align customer's actions with company needs by.

Reduced delinquency and gross losses for prime and subprime mortgage accounts by collecting nearly $200,000 each month, which was in the top 5% for our company Counted among the top 5% of collectors in my division for 70% of employment tenure

EnumeratorHandled and interviewed daily a list of previously unresponsive accounts and was 100% successful in completing required information Enumerated over 1,000 residential refusals by mapping out the most efficient route to locate targeted households, therefore doubling the amount of my peers