Within the account management roles, activation and set up of existing client accounts with our home grown technology. Oversee the production and performance of the account management team and retention department. Within the retention department, dropped the monthly churn rate from 10% to 4%. Increased the account management client show rate for scheduled account activation appointments from 50% to 70% and increased account management close rate from 30% to 50%. Developed follow up procedures for account managers to contact existing and potential customers to increase sales and the companies MRR. Developed the outbound call center, the Internal Sales Associate team (ISA). Established the hiring standards, training schedule, and performance standards (KPI’s). Utilized KPI’s to manage production and determine staffing needs to minimize cost. ISA team consisted of internal and remote associates with a department schedule of 14 hours a day and seven days a week. The ISA team with 15 employees making 2000 outbound phone calls per day. Participate in enterprise accounts to develop new partnerships and streams of revenue for the company.

Will initiate approximately 1000+ outbound contacts per month to current producers in order to retain and grow their business and to non-producers to grow the total number of producers by promoting V2’s life/annuity products, marketing support and incorporate invaluable sales ideas. On track to generated approximately $1,000,000+ in new business each month. Delivers high quality, responsive service to all inbound requests for information and sales support. Make outgoing calls to other financial services companies regarding pending transfers and exchanges. Develop and maintain organizational partnerships with other protective departments to facilitate the resolution of sales issues. Proven knowledge of the Financial Services industry and products. Acquired an insurance license in the state of Georgia.

Managed and developed with company provided leads the outbound phone calls and cold calling. At least 100+ calls a day were expected and maintained. When talking to an agent, go over the marketing programs and benefits with signing on with V2. In charge of completing the process of getting agents contracted with our carriers. Would manage existing relationships with larger agencies. Responsible for monthly recruiting numbers that consisted of at least 40 unique agents.

Lead initiative to increase penetration of accessory sales which resulted in a consistent increase exceeding company targets. Responsible for training new associates and leading ongoing training for existing associates. Lead root cause analysis of sales deficiencies with store management team. Managed end to end customer experience. Recognized for regularly exceeding sales targets and production standards by 200%. Increased overall customer satisfaction scores through associate development and continued customer engagement techniques post sale.

Sole director of training and scheduling staff. Responsible for hiring and assessing staffing needs. Handling all store money, purchasing and ordering store product, and counting weekly inventory. Assessing and handling consumer’s needs and ensuring the highest level of customer service. Completing all opening and closing procedures. Utilizing several entertaining techniques to motivate staff, increase productivity, and encourage continual improvement. Created an innovative training program for new and seasoned sales associates to increase productivity.