Michael Quick Email & Phone Number

New York, NY, US

New York, New York, US

New York, New York, US

New York, New York, US

Work on the end-to-end sales enablement roadmap, align priorities, assist in conveying vision and articulating an end-state experience to key partners. Responsible for the design and implementation phases followed by maintenance and growth of the sales enablement platform. I evolve and optimize the client segmentation model and assimilate various data.

New York, New York, US

I code and design all reporting for intermediary sales department. I also write ad hoc queries via SQL for more in-depth analysis of department data than is currently available via CRM front end. I created follow-up appointment tracker in Excel for internal wholesalers to track post appointment advisor activities I developed a wholesaler scorecard to.

Managed $54 million dollars in plan assets and achieved goal of retaining 95% of my book of business. I ensured clients were in compliance of their plan document - this included reviewing and making sure loans, withdrawals and payrolls were processed correctly within timelines set in our service agreements. I also gathered and prepared materials for.

Lead the transition for all clients onto User Management platform that eliminated all backscatter emails. Created user guide for clients and lead webcasts highlighting benefits of the new service.

Worked closely with developers to locate and resolve bugs during quality assurance testing. Also, marketing materials including sales sheet, pull sheet, and user guide for four services in preparation of launch.