Lance Helms

Lance Helms Email and Phone Number

Charlotte, NC, US
Lance Helms's Location
Charlotte Metro, United States
Lance Helms's Contact Details
About Lance Helms

New York Life recruits and hires thousands of new agents every year, many of whom are established professionals seeking a more rewarding career. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain a flexible schedule. We offer tremendous guidance, encouragement, and training for those want to take this path. The opportunity: We are seeking talented people to join our team of professionals. Our nationwide team consists of individuals who are leaders in insurance, financial, estate, personal and business planning. Description of activities and responsibilities: As a licensed agent one will be responsible for scheduling appointments, meeting with clients, analyzing client’s information making product recommendations and providing ongoing service. If you are interested in becoming a financial services professional, please contact me at: lshelms@newyorklife.com.New York Life is an equal opportunity employer M/F/Veteran/Disability/Gender Identity/Sexual Orientation

Lance Helms's Current Company Details
New York Life Insurance Company

New York Life Insurance Company

View
Partner
Charlotte, NC, US
Website:
newyorklife.com
Employees:
31117
Lance Helms Work Experience Details
  • New York Life Insurance Company
    Partner
    New York Life Insurance Company
    Charlotte, Nc, Us
  • New York Life Insurance Company
    Partner
    New York Life Insurance Company Feb 2024 - Present
    My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.”
  • New York Life Insurance Company
    Associate Partner
    New York Life Insurance Company Aug 2023 - Feb 2024
    My overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face. My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring, and retaining outstanding individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills. By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®.”
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Jan 2022 - Aug 2023
    6100 Fairview Rd, Ste 400, Charlotte, Nc
    Agent licensed to sell insurance through New York Life Insurance Company
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc May 2022 - Aug 2023
    Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.
  • Gp Mobile
    District Manager Sales And Operations
    Gp Mobile Aug 2018 - Apr 2021
    Charlotte, North Carolina
    Multi unit management with inspirational leadership empowerment.Protecting customer experience and employee experience through proactive principles.Sharing knowledge to improve business acumen amongst all employees with intentional training and development. Managing all operational and sales standards through positive goal setting with measurable time bound expectations.
  • Gp Mobile
    Area Trainer
    Gp Mobile Mar 2016 - Aug 2018
    Charlotte, North Carolina Area
    Developed Virtual training for rural locations across the East and Central regions. Building content to keep full engagement of target audience. Teach in a virtual and face to face setting of new hire training consisting of 3 weeks total class time and follow up. Drive immediate results within the 2 supported districts with completions of priority trainings with a 48 hr deadline. Build and facilitate content for leadership development of managers. Assist through partnership of District manager and Directors with performance improvements during store visits to provide consistent coaching to yield great results.
  • Embark Capital Solutions
    President
    Embark Capital Solutions Oct 2011 - Aug 2016
    Myrtle Beach, South Carolina Area
    Providing financial services to small and medium business to help them secure funding to remain profitable, when traditional financing through banks will not. We cover accounts receivables, equipment leasing, construction equipment financing, commercial real estate financing, commercial trucks, easy pay cash advance (know as merchant cash advance), medical equipment leasing, and unsecured business loans. We work with many different funding sources to help get business funded to remain profitable or gain new profits by originating your loans through our sources.
  • T-Mobile
    Retail Store Manager
    T-Mobile Aug 2005 - Jan 2016
    Myrtle Beach, South Carolina Area
    Handle all of the business operations and sales production for the retail store environment. Many of the task included: inventory management, merchandising, cash controls, lead sales trainings for classes ranging from 5 to 50 people, hold accountability to ensure that business needs are being met, strategic planning and forecasting for a District of 10 stores, Participate in District manager calls to provide front line input. I have also have a proven record of success withing business expectations as well as serving as interim District Manager, managing multiple locations, leading and developing projects outside of expected position.

Lance Helms Skills

Team Building Sales Process Powerpoint Multi Channel Retail Results Focused Public Speaking Proficient Using Windows Excel Multi Unit Operations Account Management Sales Meeting Planning Business Acumen Data Analysis Sales Operations Customer Satisfaction Business Development Business Analysis Communication Team Management Finance Process Improvement Apple Software Strategic Planning Strategy Sales Management Team Oriented Talent Management Direct Sales Proficient Using Mac Keynotes Microsoft Office Employee Relations Training Facilitation Employee Training Time Management Financial Analysis Competency Management Numbers Multi Unit Leadership Pages Business Process Improvement Business Strategy Leading Meetings Management Project Management Coaching Strategic Communications Funding Sales Presentations Word Retail Marketing Retail Sales

Lance Helms Education Details

  • San Diego Golf Academy
    San Diego Golf Academy
    Business Management

Frequently Asked Questions about Lance Helms

What company does Lance Helms work for?

Lance Helms works for New York Life Insurance Company

What is Lance Helms's role at the current company?

Lance Helms's current role is Partner.

What is Lance Helms's email address?

Lance Helms's email address is la****@****ife.com

What is Lance Helms's direct phone number?

Lance Helms's direct phone number is +184360*****

What schools did Lance Helms attend?

Lance Helms attended San Diego Golf Academy.

What skills is Lance Helms known for?

Lance Helms has skills like Team Building, Sales Process, Powerpoint, Multi Channel Retail, Results Focused, Public Speaking, Proficient Using Windows Excel, Multi Unit Operations, Account Management, Sales, Meeting Planning, Business Acumen.

Who are Lance Helms's colleagues?

Lance Helms's colleagues are Jack Costa, Hubert Kuang, Camden Ferrell, Matthew Jacobs, Devon Dc Callahan, Jonathan Noller, R. David Berry Jr..

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