Lance Helms Email & Phone Number

Charlotte, Nc, Us

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®.”

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®.”

6100 Fairview Rd, Ste 400, Charlotte, Nc

Agent licensed to sell insurance through New York Life Insurance Company

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

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.

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.

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.

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.