Lilly Wright

Lilly Wright Email and Phone Number

Truist Wealth * Registered Client Service Associate @ Truist Wealth
Lilly Wright's Location
New York City Metropolitan Area, United States, United States
Lilly Wright's Contact Details

Lilly Wright personal email

n/a

Lilly Wright phone numbers

About Lilly Wright

Lilly Wright is a Truist Wealth * Registered Client Service Associate at Truist Wealth. She possess expertise in customer service, salesforce, finance, marketing, financial services and 27 more skills.

Lilly Wright's Current Company Details
Truist Wealth

Truist Wealth

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Truist Wealth * Registered Client Service Associate
Lilly Wright Work Experience Details
  • Truist Wealth
    Registered Client Service Associate
    Truist Wealth Jul 2019 - Present
    Charlotte, North Carolina, Us
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  • U.S. Bancorp Investments, Inc.
    Registered Wealth Management Associate
    U.S. Bancorp Investments, Inc. Apr 2019 - Jul 2019
    St Paul, Minnesota, Us
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  • David Lerner Associates, Inc.
    Registered Sales Assistant / Licensed Insurance Specialist
    David Lerner Associates, Inc. Mar 2016 - Apr 2019
    Syosset, Ny, Us
    Consistently increased sales of life insurance and annuities in my branch through product training, pre-sale preparation, key sales points, product recommendation, client solutions and persistent follow through, allowing Investment Counselors to focus on sales.Arranged ongoing insurance/annuity training for Investment Counselors, including monthly “Lunch and Learn” where wholesalers presented product training and sales ideas. Advised on appropriate product selection and solutions to meet clients needs. Provided all pre- and post-sale administrative support, prepared illustrations, applications and sales kits, verified accuracy and completeness of applications prior to submission and monitored underwriting, funding and issuance, troubleshooting as needed. Sales support to Investment Counselors, entered trades, opened new accounts and processed client paperwork, while delivering excellent customer service. Assisted Branch Operation Manager with operational support and participated in client seminars.
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  • Scott & Stringfellow
    Assistant Vice President, Municpal Bond Analyst
    Scott & Stringfellow 1988 - 1995
    Richmond, Va, Us
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Lilly Wright Skills

Customer Service Salesforce Finance Marketing Financial Services Customer Satisfaction Financial Analysis Life Insurance Annuities Research Economics Sales Microsoft Office Microsoft Word Microsoft Excel Powerpoint Teaching Problem Solving Leadership Public Speaking Team Leadership Teamwork Sales Support Relationship Management Investments Product Training Branch Operation Appointment Scheduling Cold Calling Executive Calendar Management Business Analysis Social Media

Lilly Wright Education Details

  • University Of Lynchburg
    University Of Lynchburg
    Managerial Economics
  • University Of Lynchburg
    University Of Lynchburg
    Graduate School Of Education

Frequently Asked Questions about Lilly Wright

What company does Lilly Wright work for?

Lilly Wright works for Truist Wealth

What is Lilly Wright's role at the current company?

Lilly Wright's current role is Truist Wealth * Registered Client Service Associate.

What is Lilly Wright's email address?

Lilly Wright's email address is li****@****uno.com

What is Lilly Wright's direct phone number?

Lilly Wright's direct phone number is (425)-313*****

What schools did Lilly Wright attend?

Lilly Wright attended University Of Lynchburg, University Of Lynchburg.

What skills is Lilly Wright known for?

Lilly Wright has skills like Customer Service, Salesforce, Finance, Marketing, Financial Services, Customer Satisfaction, Financial Analysis, Life Insurance, Annuities, Research, Economics, Sales.

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