Nicole Dill Email & Phone Number

Sc, Nc, Ga

Develop and manage effective client relationships by responding to inquiries in a timely and efficient manner, maintaining frequent communication with existing/prospective clients, and providing a customer-centric approach throughout complete sales cycle. Apply a variety of techniques including one on one meetings, client events and seminars, phone conversations, e-mail/postal mail campaigns, lunch meetings, and referrals to identify and profile top financial advisors. Consistently deliver stellar service to key advisors through value-added tools/support, product information/updates, and unique market insights.

North Carolina, South Carolina, Georgia, Alabama

Develop and manage effective client relationships by responding to inquiries in a timely and efficient manner, maintaining frequent communication with existing/prospective clients, and providing a customer-centric approach throughout complete sales cycle. Apply a variety of techniques including one on one meetings, client events and seminars, phone conversations, e-mail/postal mail campaigns, lunch meetings, and referrals to identify and profile top financial advisors. Consistently deliver stellar service to key advisors through value-added tools/support, product information/updates, and unique market insights.

JPMORGAN ASSET MANAGEMENT, Columbus, OHASSOCIATE CLIENT ADVISOR ~ INTERNAL WHOLESALER (1/2010 to Present)Develop and manage effective client relationships by responding to inquiries in a timely and efficient manner, maintaining frequent communication with existing/prospective clients, and providing a customer-centric approach throughout complete sales cycle. Apply a variety of techniques including phone conversations, e-mail/postal mail campaigns, lunch meetings, and referrals to identify and profile top financial advisors. Consistently deliver stellar service to key advisors through value-added tools/support, product information/updates, and unique market insights.Selected accomplishments:** Hand selected to participate in Inside/Out Program designed to grow and enhance skills necessary for success in an outside role, including lunch meetings, one-on-one sessions, client events/seminars, setting up calendar rotations/schedules, presentation delivery, and managing general time/territory.** Played a vital role in transitioning assigned territory from 19th to 4th place out of 30; contributed to additional territory achievements including #1 in multiproduct producers, percentage of market share, and increase in market share.** Recognized for exceptional organizational and time management skills; effectively utilize computer and internal sales systems to maintain client information, schedule meetings/reminders, track sales, and analyze diverse funds.

EVERGREEN INVESTMENTS, Charlotte, NCSENIOR INTERNAL SALES CONSULTANT (8/2006 to 12/2009)Cultivated relationships with current financial advisors to identify new business opportunities. Provided proactive sales support to top clients. Actively participated in focused call campaigns to deliver up-to-date information on mutual fund and SMA details. Collaborated with diverse analytics teams and external wholesaler to facilitate business.Selected accomplishments:** Ranked as finalist in company’s Tournament of Champions Presentation Contest (2009), consisting of coverage throughout three territories; instrumental in transitioning Virginia and West Virginia territory from 16th to 5th place out of 24.** Planned and delivered presentations at lunch meetings, leading to growth across assigned territories.

WACHOVIA SECURITIES, Charlotte, NCLICENSED FINANCIAL SPECIALIST (2/2003 to 8/2006)Communicated with clients to assess and identify financial needs and match with appropriate products and services. Displayed exceptional knowledge of investments, deposit accounts, and credit products. Acted as Loan Officer in processing mortgage, private, and homeowner’s equity lines as well as business loans including commercial real estate and business lines of credit.Selected accomplishments:** Assigned to smallest branch with a reputation for not meeting sales goals; personally hit sales goal within eight months and exceeded goals for deposits, loans, and investments.** Promoted as one of three Licensed Financial Specialists to larger branch; achieved #1 position in sales within 12 months of transfer.