Nicky White

Nicky White Email and Phone Number

Director, Sales and Relationship Manager @ Mutual Group
Thousand Oaks, CA, US
Nicky White's Location
Thousand Oaks, California, United States, United States
Nicky White's Contact Details

Nicky White personal email

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About Nicky White

Nicky White is a Director, Sales and Relationship Manager at Mutual Group. She possess expertise in powerpoint, management, microsoft office, insurance, team building and 25 more skills. Colleagues describe her as "I have worked with Nicole White for over 15 years. As a direct report, she was always diligent in her pursuit of the objectives of the department and was constantly looking for ways to improve. Working in the financial services industry, she understands that it is essential to provide the highest quality of support for the Registered Representatives in order for them to successfully serve their clients. Nicole has been an active partner in that success. Nicole always exhibits an enthusiastic attitude in working with other employees, which fosters an environment that is conducive to achieving the firm’s mission. Her cheerful demeanor is a positive influence on the work atmosphere. I recommend Nicole without hesitation, and envy any firm that is fortunate enough to employ her. " and "I’ve known Nicole personally and professionally for over 10 years. She is first, a dedicated mother and wife to her family, and second, an extremely loyal employee. She seems to ‘believe in the cause’ at times when the mission larger than she is and shows confidence when employing the tactics of the plan. For all the years I’ve known her, and for several years prior, she fostered the ideologies of a single company. Nicole is intently thorough in her preparation and when responding to requests. Further, she embraces change and new challenges, always saying, “Yes” in attempting to work towards a better solution to a problem. It has been my pleasure to work with Nicole this past decade and I’d be honored to work with her in the future."

Nicky White's Current Company Details
Mutual Group

Mutual Group

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Director, Sales and Relationship Manager
Thousand Oaks, CA, US
Nicky White Work Experience Details
  • Mutual Group
    Director, Sales And Relationship Manager
    Mutual Group
    Thousand Oaks, Ca, Us
  • Mutual Group
    Director Of Transitions | Relationship Managers
    Mutual Group Feb 2017 - Present
    Camarillo, California
    As the Director of Transitions|Relationship Manager, I coordinate all aspects of the transition process for all teams and individual advisors joining the Mutual Companies. I also ensure positive relationships with our clients. Some key duties include:- Coordinate and lead bi-weekly sales meetings with Business Development Team- Maintain sales pipeline & CRM- Maintain timelines and calls schedules for teams joining the firm- Primary point of contact for teams joining the firm- Oversee every aspect of all transitions- Work/coordinate with internal teams including Licensing & Registrations, Compliance, Technology, Advisory Services, Direct Business and Brokerage Operations to ensure transition successes- Regularly communicate with clients to understand their needs, provide updates, and address concerns.- Managing and nurturing existing client accounts, ensuring their satisfaction and retention.- Identify opportunities to upsell or cross-sell products or services to clients.- Resolving issues or conflicts that may arise in client relationships.- Building a network of contacts within the industry to identify potential new clients or partnerships.- Provide excellent customer service and support to clients.- Collaborating with the sales team to develop strategies for acquiring and retaining clients.- Proficiency in using Customer Relationship Management (CRM) software to track and manage client interactions.- Primary coordinator for annual firm conferences

Nicky White Skills

Powerpoint Management Microsoft Office Insurance Team Building Time Management Leadership Sales Investments Fbsi Accounting Microsoft Excel Marketing Public Speaking Financial Analysis Outlook Strategic Planning Customer Service Microsoft Word Training Streetscape Advent Microsoft Publisher Adobe Livecycle Designer Investigo Financial Services Asset Management Mutual Funds Finance Investment Advisory

Frequently Asked Questions about Nicky White

What company does Nicky White work for?

Nicky White works for Mutual Group

What is Nicky White's role at the current company?

Nicky White's current role is Director, Sales and Relationship Manager.

What is Nicky White's email address?

Nicky White's email address is ni****@****adv.com

What are some of Nicky White's interests?

Nicky White has interest in Children, Cooking, Environment, Baking, Shopping, Organizing, Spending Time With Family And Friends.

What skills is Nicky White known for?

Nicky White has skills like Powerpoint, Management, Microsoft Office, Insurance, Team Building, Time Management, Leadership, Sales, Investments, Fbsi, Accounting, Microsoft Excel.

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