Todd Leak Email & Phone Number

Charlotte, Nc, Us

Specialize in various financial products such as life, health, disability, long-term care, and annuities. Guide clients' financial planning, college funding, retirement preparation, and arrange for extended costs of care.

Served as a liaison between New York Life and clients from initial consult to policy issuance. Conducted customer needs analysis to ensure suitable policy recommendations. Sold a range of insurance products such as life, health, disabilities, long-term care, and annuities.

Charlotte, North Carolina Area

Managed a team of six independent sales agents. Recruited agents, conducted new hire training, and tracked and monitored sales performances. Observed agent/client meetings and provided coaching and mentoring to assist with strategies for insurance needs. Specialized in various financial products such as life, health, disability, long-term care, and annuities. Guided clients' financial planning, college funding, retirement preparation, and arranged for extended care costs.

Fort Mill, South Carolina, United States

Managed team of 30 consumer auto finance collection associates. Developed methods to recognize and identify delinquency trends and resolve accounts through refinancing or deferments. Served as subject matter expert for the Fair Debt Collection Practices Act (FDCPA)

Fort Mill, South Carolina, United States

Managed a team of 15 collection associates and Team Lead/Supervisor. Onboarded new hires and facilitated all aspects of training in data collection systems, customer service best practices, delinquent account resolution, and departmental policies and procedures. Provided guidance on handling auto charge-offs, net losses, and repossessions. Conducted team member evaluations and provided feedback to improve individual effectiveness and efficiency. Completed annual performance reviews and provided subsequent coaching to increase future production and performance.

Customer Service Manager for Indirect Auto Sales Finance Lending and Wells Fargo Card Products. Also serves as Indirect Auto Sales Finance Collection Manager.