Kaiti Majewski Email & Phone Number

Colorado Springs, Colorado Area

• Lead a high-performing team of 9 tasked with monitoring associates on sales calls to provide feedback, focusing on specific areas of development to improve sales conversations, closed dollars, and sales conversion.
• Lead weekly individual associate development meetings and team meetings to discuss metrics, sales conversations, business updates, and career development.
• Design and deliver training content on specific sales techniques to ensure all associates have compliant conversations.
• Spearhead a LEAN initiative to reduce returned check occurrences between Client Development and Check Processing.
• Audit calls related to asset allocation to ensure company compliance and sales practice standards are met.
• Schedule all associate activities through staffing software to ensure the department leverages all available resources.

• Responded to escalated customer issues and answered product, policy, procedure, and systems-related questions from associates to provide existing/prospective customers with the appropriate information and education.
• Proactively monitored daily associate chats to answer real-time questions and help with any “Not in Good Order” client requests.

• Established professional relationships with high-value investors to understand their broader investment planning needs and the potential for consolidation and retention.
• Demonstrated financial acumen by providing education on investments and pathing to advice options and leveraged a consistent follow-up process to move sales opportunities forward, including Salesforce tasks and events..

• Managed all ownership change situations as a valued member of the Life Events Pilot Team, including prefilling documents, mailing, legal team follow-up, and answering additional client questions.
• Obtained valued experience in user acceptance testing (UAT), the early adoption of the Salesforce system, and working on a hybrid team with teammates and a supervisor located in Tampa.
• Identified client-stated and unstated needs using the CCI Interaction model to determine creative, needs-based solutions.
• Provided wide-ranging support for multiple business units through contingency in II Services, including 529 and Personal Services Group.Notable achievements while in the position included:- Decreased the personal life.

Colorado Springs, Colorado Area

• Obtained and correctly entered information in a timely manner in the appropriate systems for patient check-in and check-out.
• Processed co-payments, past due balances, and payments on accounts through the end-of-day batch reports.
• Applied changing organizational policies and procedures, including HIPAA and compliance regulations.
• Played a key role in a special auditing project that addressed laboratory/radiology requisitions and patient demographics.