Pamela Levitt Email & Phone Number

Boston, Ma, Us

Boston, Ma, Us

Recruit talent for Fidelity Branches - Wealth Management Positions.

Boston, Ma, Us

Senior Recruiter • Partner in a full service boutique search firm specializing in recruitment and placement of financial service professionals. • Conduct full cycle recruitment process, including sourcing and maintaining client relationships through screening qualified candidates. Coordinate and execute interviews; assess active and passive candidates and negotiate compensation packages. • Work closely with human resources and hiring managers to define and create job specifications and candidate qualifications. • Building an extensive database through my networking, direct calling, passive candidate qualification, recruitment advertising and internet mining. • Proactively market Fanning Personnel recruitment services to all financial service companies to partner with as a selling opportunity.

Boston, Massachusetts, Us

• Proactively market Putnam retirement services and Putnam 401(k) products to the Broker/Dealer community.• Build new relationships with advisors and other partners in three territories. • Organized appointments with new and existing advisors. • Prepared materials for advisor office meetings and finals presentations. • Presented at mock finals meeting.

San Diego, California, Us

Executive Coordinator • Coordinated all efforts of PRI – Including all office management, researched and set up corporate programs(Webinar system, Microsoft CRM(added new contacts, reporting, daily processes and team tutorials, virtual filing systems(Dropbox, SharePoint), virtual phone system, new employees, kept track of hosting sites, conducted bi-weekly calls with our technology team to build out these programs. Developed weekly agenda for virtual team meetings.• Project Management – Set up timelines for client deliverables, conference calls. • Relationship Management – Worked with existing clients on all needs. • Conducted webinars, demoed our new portal to potential prospects, including sales calls and emails. emailed out RFIs to gain interest in our portal. • Contract virtual filing process – Worked closely with general counsel examining contracts , red lining, virtual filing(including moving files) and sending to potential clients for execution. • Researched health benefit program for the company.• Billing Process - Worked closely with our operations and billing person to ensure clients were billed for deliverables on a specific date. • Conducted marketing email blasts to existing and potential clients.• Portal client onboarding - Tested and set up new clients for portal.• Developed instructions for client onboarding step by step, developed and completed client profiles. • Developed welcome kit for new clients – Onboarding calls leading to project management.• Set up training webinars for over 100 attendees.• Assisted President and Founder with her involvement in Women In Pension Network.• Developed manual of all virtual programs with password and payment program

Certification in Holistic Health Coaching

London, London, Gb

Responsibilities:• Prospect, identify, cultivate and close sales opportunities by consulting companies on their existing online website strategies. Actively participate in all new business sales activities including cold calling, conference attendance/exhibition, PR, networking, and lead follow up to sell Ve Interactive services including shopping cart abandonment , professional services for their website including lead generation and optimization thru Ve Merchant. • Responsible for calling on CMO’s and E-commerce Directors to build relationships with E-commerce website owners explaining our unique value proposition, our shopping cart abandonment service and our Professional Services. • Increasing merchant website sales with Ve Capture shopping cart abandonment software. • Working with Affiliate Networks to help facilitate the installation of our shopping cart abandonment software, attending tradeshows.

Responsibilities:• Prospect, identify, cultivate and close sales opportunities by consulting Financial Service Companies on their existing compliance strategies. • Actively participate in all new business sales activities including cold calling, conference attendance/exhibition, PR, networking, and lead follow up to sell Rethinkit compliance services, virtual IT services, email solutions, and hosted exchange. • Responsible for calling on financial service companies, hedge funds and private financial companies to sell the ReThinkit services and products. Major Achievements:• Aided in growing the company client base to double its size in 1-year period.• Collaborated on marketing materials to promote company services and products.• Developed relationships with key technology people in NY financial companies to introduce, demo, and sell Rethinkit’s products and services.

Charlotte, Nc, Us

• Priced new business and repriced existing business using Excel.• Responded to all RFP inquiries pertaining to pricing. • Performed active Due Diligence role in the RFP process. • Performed and tracked competitive pricing analyses by routinely benchmarking pricing against competitors. • Partnered strategically with all levels of management within the Retirement Group including Pricing Manager, Sales, Investment Personnel, Internal Wholesalers, and RFP group to ensure current operations and marketing data utilized in the Firm’s underwriting and pricing strategy are accurate. • Assisted in developing/modifying a competitive institutional investment mix, sales force compensation, operations and systems expenses, as well as admistrative overhead. • Remained updated on Merrill Lynch product offerings and platform capabilities.• Maintained knowledge of trends in the Defined Contribution, Defined Benefit and NQDC marketplace.• Constructed investment line-ups for Defined Contribution and Defined Benefit plans.• Researched mutual funds (e.g. investment manager, investment strategy, asset category, management fee, etc.) using Morningstar Direct and Zephyr Style Advisor.

Charlotte, Nc, Us

Acted as internal point of contact for; Worked closely with bankers and advisors to identify sales opportunities.Utilized experience and expertise of the retirement plan landscape to present solutions for small and mid-size business clients.Motivated Internal Bank Client to take part in sales campaigns, maintain integrity of pipeline, and follow up on outstanding opportunities.Initiated sales calls with registered representatives prospecting for new business, providing sales ideas and timely accurate product information.Took part in due diligence meetings to solidify relationships and advance sales goals.Attended national sales conferences to broaden sales presence in targeted partnership firms.

New York, Ny, Us

Priced new business and repriced existing business using Excel.Responded to all RFP inquiries pertaining to pricing. Performed active Due Diligence role in the RFP process. Performed and tracked competitive pricing analyses by routinely benchmarking pricing against competitors. Partnered strategically with all levels of management within the Retirement Group including Pricing Manager, Sales, Investment Personnel, Internal Wholesalers, and RFP group to ensure current operations and marketing data utilized in the Firm's underwriting and pricing strategy are accurate. Ensured proposals for new business provide sufficient prospect information. Assisted in developing/modifying a competitive institutional investment mix, sales force compensation, operations and systems expenses, as well as admistrative overhead. Remained updated on Merrill Lynch product offerings and platform capabilities.Maintained knowledge of trends in the Defined Contribution, Defined Benefit and NQDC marketplace.Constructed investment line-ups for Defined Contribution and Defined Benefit plans.Researched mutual funds (e.g. investment manager, investment strategy, asset category, management fee, etc.) using Morningstar Direct and Zephyr Style Advisor.Prepared Powerpoint presentations for prospects and existing clients.Completed Quarterly Client Service questionnaires.

Boston, Massachusetts, Us

•Proactively marketed MFS’ retirement services and MFS 401(k) products to the Broker/Dealer community.•Conducted sales presentations and enrollment meetings.•Developed relationships with retirement producers to increase sales in the territory.•Scheduled appointments for three wholesalers and update their calendars. •Initiated sales calls with registered representatives prospecting for new business, providing sales ideas and timely accurate product information.•Took part in due diligence meetings to solidify relationships and advance sales goals.•Attended national sales conferences to broaden sales presence in targeted partnership firms.•Participated in webcasts as part of training program.

Boston , Ma, Us

•Provided sales support to brokers in Pioneer’s Top-Producers Club.•Worked with regional vice presidents and sales specialists to ensure top producers in their territories received appropriate service.•Sent all awards of membership to top producers.•Answered service line and provided service and product information.•Provided top producers account listings and sales statistics.•Researched queries and made account adjustments. Qualified Plans Representative •Provided professional and accurate information to registered representatives and shareholders regarding Pioneer’s products and retirement plans.•Explained IRS regulations applying to all qualified plans including IRAs, SEP IRAs, Keogh plans, 403(b)s and 401(k)s.•Assisted representatives and shareholders in processing trades and transactions including redemptions, exchanges, transfers and adjustments to accounts.•Researched and resolved any account errors and alerted management of trends.•Answered over 100 calls per day.

New York, Us

Bachelor Of Science, Political Science

Education record