Dunbar "Scot" Helsley Jr Email & Phone Number

Lancaster, Pennsylvania, United States

As a Financial Empowerment Specialist with Tabor Community Services, we focus on helping those in our greater Lancaster, PA community improve their financial situation through budget, expense, debt and goal setting management by providing education, resources and even financial assistance with an end goal of Financial Empowerment including homeownership.

Lancaster, Pennsylvania Area

I help my customers discover solutions to understand their various options to promote retirement planning, protect asset growth and to establish a strategic estate plan. Strategies involve extensive use of annuities, long term care, life and hybrid insurance products.I work with individuals, business owners, financial advisers, CPA's, lawyers and property.

Lancaster, Pennsylvania Area

• Ownership of Customer Experiences and Associate Well-Being as relates to Store’s “Clean, Fast and Friendly” achievements.
• Oversee all Hardline Departments (Automotive, Motor Oil, Sports, Hardware, Paint, Lawn & Garden, Seasonal & Horticulture) results and staff management with three Department Heads as direct reports.
• Sales results (Since Graduating from Academy in October 2018) exceed $865,000 and index.39% better than overall Store Results. Lawn & Garden & Seasonal are over $298,000 in sales, up 9.57% from the prior year.
• Manage Inventory via multiple methods of merchandise presentation by holding Department Managers and staff associates accountable for area stocking management, being “On-Process” with Section Work, Top Stock, Zoning.
• Assist Store Manager with daily management tasks including but not limited to Walmart’s “One Best Way” in the Cold Food Chain, Customer Surveys including Letters to President (referred to our Store), Deposits to and.
• Development and Deployment of “Store Within A Store” and “Store in the Community” strategic marketing efforts.

Greater Philadelphia Area

Scot works with business clients, their brokers and helps train new representatives. He is accountable for the sales, marketing, enrollment and operational aspects of Colonial Life's relationships with his team's client's based in Pennsylvania, New Jersey and Delaware.We help businesses address the rising cost of healthcare related benefits. We can expand.

Lancaster, Pennsylvania Area

Worksite Sales for Life and Supplemental Health and Accident Products.Full service role from marketing, consultation, policy sales, customer service and claim services.

• Responsible for the Profit & Loss Revenue from the sales of Property & Casualty, Life, Supplemental Medical and Accident Insurance products to mortgage portfolio and point of sale customers through over 1,500 Loan.
• Manage Carrier and TPA Relationships.Established Commercial Lines Insurance programs for Vacant Property and for Builder's Risk for internal divisions underwritten by Travelers and Zurich respectively.
• Implemented automated solutions to offer Homeowner Insurance, Credit Card and Bi-Saver Mortgage Acceleration products during the point of sale time frame.

Wilmington, Delaware

Profit & Loss responsibility for marketing AIG products to client customers or members utilizing multiple distribution channels.Created and engaged private label branding campaign strategies for Property Casualty and Life & Accident Products using Mortgage Origination, Call Transfer, Employee Referral, Dealership Origination, Internet, Space Ad, Statement.

New Account Acquisition Primary responsibilities for selling multi line insurance products to affinity organizations including those in a newly created alumni association marketing strategy.Negotiation skills used to establish marketing, sponsor and agency agreements with clients, including compensation.Identified and implemented a non-standard property.

Ba, Economics

Activities and Societies: Phi Delta ThetaEconomics Major

High School Preperatory