Travis Wells, Rfc Email & Phone Number

Fayetteville, Georgia

• Services Include:
• IRA (Traditional, ROTH)
• 401(k) set-ups/rollovers
• 403(b) set-ups
• Annuities (Variable/Fixed)
• Life Insurance (Individual, Key Person, etc.)

Byron, GA

• Improved P&L and led the Macon, GA Service Center to its first profitable month in 9 years.
• Developed and implemented strategies that improved Customer On-Time Service to 98%.
• Led safety and quality initiatives that achieved over 1,000 days without a preventable injury.
• Worked with customers, suppliers, and others to collaborate on continuous improvement issues to drive customer satisfaction and profitability.
• Negotiated with vendors to provide local services for the Service Center. This included detailed contract review and negotiation with vendors to continue and improve service while reducing costs to the company.
• Developed Voices and Values Team (local employee engagement) and supported their engagement efforts. In concert with their work, engagement scores went up from 55% to 78% within 18 months.

Atlanta, GA

• Audited, reviewed, and corrected local agent and company compliance in all areas with regards to TSA and other federal regulations.
• Generated RFP, RFI, and other pricing activities for major customer proposals to include presentation and materials.
• Created and analyzed in-depth reports for both Quality Assurance Department and Pricing Department, including cost/benefit analysis reports.