Kate Matier Email and Phone Number
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Resourceful contributor with a passion for people having served for over 20 years in the financial services sector. Innovative and customer oriented with background in sales operations, revenue cycle management, supervising staff, & investment needs. Employs professionalism & superior communication skills to meet client & company needs. Third-party articles, comments and links to websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended, and should not be relied upon as investment, insurance or financial advice. ADP, LLC make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article, comment or website content. Also please note that due to industry regulations, I am unable to accept or give recommendations or endorsements.
Strategic Retirement Partners
View- Website:
- srpretire.com
- Employees:
- 114
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Relationship Manager And Plan ConsultantStrategic Retirement PartnersKenilworth, Nj, Us
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Client Success ManagerVestwell Mar 2023 - PresentNew York City Metropolitan Area -
Internal Wholesaler District ManagerAdp May 2022 - Mar 2023Florham Park, New Jersey, United StatesRetirement Plan Sales -
Emergency Medical TechnicianAtlantic Health System Jan 2020 - Aug 2022 -
Emergency Medical TechnicianKenilworth Volunteer Fire Dept Jan 2012 - Jan 2020Kenilworth, Nj· Represent department on emergency situations. · Prosper expertise in basic pre-hospital care of patients requiring emergency assistance. · As a senior crew member responsible for training KFD EMT members in EMT basics, situational safety & other required skill· Kenilworth Rescue Squad Treasurer for calendar year 2019. -
Sales Development ConsultantJohn Hancock Dec 2014 - Mar 2019Boston, MaConducted effective behavior-based sale huddles daily with team to focus on the behaviors that would convert to sales · Coached individual team performance daily utilizing behavioral based coaching and role play techniques · Effectively managed all aspects of sales meetings including finals and retention from initialization till completion · Planned and coordinated all aspects of strategy, presentation team construction, and provided direction to field personnel. · Recorded competitive intelligence to manage creation and quality review · Acted as advocate for customer and sales representatives fielding any customer issues, offering strategic guidance. -
Volunteers For Good Site CoordinatorNew York Life Insurance Company Mar 2012 - Dec 2017Parsippany, NjResponsible for overseeing the volunteer outreach program that engages approximately 400 corporate employees to assist non-profits with projects and initiatives. -
Product ManagerNew York Life Investments Mar 2011 - Dec 2014Parsipppany, NjWorked independently and as a team to generate professional meetings for multiple retirement plan products and services including the New York Life IRA, defined contribution loan continuation feature and the Executive Benefit product. • Supported internal business partners by proving product education and competitive/industry research to increase product adoption. • Developed new ideas for increasing sales by executing grass-root events to assist in drumming up product manuals/online education tools to define product features and centralize materials to improve product knowledge and streamline communication. • Conducted company wide training sessions for internal business partners to improve product awareness, usage and efficiency. -
Senior Quality Assurance Consultant, Retirement Consulting GroupNew York Life Investments Oct 2005 - Mar 2011Parsippany, NjContributed to the process of bringing the company coaching program to evaluate RCG employees. • Administered all aspects of Business Contingency and Records Retention for RCG. • Successfully managed the continuing training and education for RCG consultants. • Reviewed department processes (both operational and sales) and suggested appropriate enhancements to processes as needed. • Managed conflict resolution between staff/customers with a view to bring harmony in view. • Reviewed operational records and reports to project sales and determine profitability. • Met and exceeded area departmental goals through coaching and managing sales team staff.
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Senior Investment Training ConsultantNew York Life Investments Apr 1996 - Nov 2001Parsippany, Nj• Coordinated efforts with the NYLIM NASD Vice President to ensure that all call center employees were properly licensed.• Overhauled 15+ classes and documentation to improve service training company wide.• Delivered customer service training and product training to New York Life wholesalers including all employees.• Acted as center of contact to ensure interactive cohesiveness with New York Life departments on multiple projects.
Kate Matier Skills
Kate Matier Education Details
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College Prep
Frequently Asked Questions about Kate Matier
What company does Kate Matier work for?
Kate Matier works for Strategic Retirement Partners
What is Kate Matier's role at the current company?
Kate Matier's current role is Relationship Manager and Plan Consultant.
What is Kate Matier's email address?
Kate Matier's email address is ka****@****lth.org
What is Kate Matier's direct phone number?
Kate Matier's direct phone number is +197390*****
What schools did Kate Matier attend?
Kate Matier attended Rutgers, The State University Of New Jersey-New Brunswick, Siena College, Immaculate Heart Academy.
What are some of Kate Matier's interests?
Kate Matier has interest in Emergency Medical Technician, Running, Volunteering.
What skills is Kate Matier known for?
Kate Matier has skills like Mutual Funds, Financial Services, 401k, Retirement Planning, Customer Service, Investments, Retirement, Securities, Leadership, Training, Asset Management, Relationship Management.
Who are Kate Matier's colleagues?
Kate Matier's colleagues are Amy Denikas, Mario Echevarria, Cfp®, Savannah Waffird, Cfp®, John Brosnan, Lila Upshaw, Taylor Fairman, Cpfa, Gus Dodge.
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Kate Matier
Cincinnati, Oh -
3nylim.com, newyorklife.com, newyorklife.com
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