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An achievement oriented senior manager with 25 years of progressive and diverse experience primarily in the financial services sector. A highly experienced Administration, Sales and Client Service Manager possessing a successful track record for building strong team relationships and client loyalty. Consistent application of excellent critical thinking and problem resolution skills to all projects, changes and daily management to maintain service levels and meet establish deadlines.Has developed a high degree of expertise in the areas of:* Client Service * Budget Preparation and Expense Control *Sales Management * Administration* Event Planning Track record of success in effective department start-up, business development and re-organization to build new business, improve efficiency and improve customer service. A focused individual, who acts decisively, is a team player and possesses the interpersonal skills to deal competently at various levels of Management.Specialties: Event Planning
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Manager, Sales & MarketingAgf Trust 2007 - 2009Reporting to the VP, Advisor Sales and Director, Broker Sales I was responsible for activity management, sales reporting as well as management of the sales department marketing initiatives including sales events and sales tools. The training piece in this role included joint creation of training material, activity software training, sales retreats and corporate event organization.
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Avp, Sales AdministrationAic Limited 1989 - 2007Reporting to the Sr. Vice President, Sales I was responsible for the following areas:Strategic planning National Sales budget Operational expense management and auditAdministrative Assistant TeamKPI Reporting & Project Management TeamData integrity & customer relations management systemSales practices & cooperative marketingSales Team event coordination and internal trainingThis role worked in conjunction with internal and external sales teams to maintain service levels and meet established deadlines. The AVP role was the key contact with external vendors and internal business units to ensure the sales team requirements and expectations where maintained.
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Frequently Asked Questions about Terry Levely
What is Terry Levely's role at the current company?
Terry Levely's current role is Executive Assistant to CEO.
What is Terry Levely's email address?
Terry Levely's email address is tl****@****ble.net
What are some of Terry Levely's interests?
Terry Levely has interest in Family, Interior Design, Sports, Travel.
What skills is Terry Levely known for?
Terry Levely has skills like Strategic Financial Planning, Mutual Funds, Budgets, Risk Management, Financial Services, Recruiting, Management, Analysis, Performance Management, Insurance, Sales, Strategic Planning.
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