Tony Dalton Email and Phone Number

Senior Talent Development | Program Manager | Client Experience Manager | Advisor CoachI am enjoying this unique opportunity to leverage my extensive training and development experience, as well as my expertise in management, consultative sales, marketing, HR and compliance. I have a passion for helping people create and deliver satisfying, memorable customer experiences in all types and levels of relationships, both external and internal. I am a results-oriented leader with strong verbal and written communication skills. I have a proven expertise in facilitating employee development and enhanced customer experience through development, coaching, and mentoring. I enjoy facilitating and delivering presentations and I am a leader with diverse and extensive professional experience partnering to create value and deliver results.Over my career, I have worked intently and purposefully on developing strategic planning and leadership skills while adhering to my high integrity and faith-based values. I have a strong track record in building collaborative teams and leading them in projects and programs which resulted in significant improvements in skills, processes, performance and productivity.Serving the staff and clients of our Firm is fun, challenging and rewarding and I am having a blast being a part of this Team!____________________Advisory services offered through McCarthy & Cox, a Registered Investment Adviser Trade instructions cannot be accepted via email or voicemail.McCarthy and Cox, Retirement & Estate Specialists, LLC127 W. 5th StreetMarysville, OH 43040Ph#: 937-644-0351Email: tony@mccarthyandcox.comWebsite: http://www.mccarthyandcox.com/___________________

• Led projects to create programs and hire, develop and effectively manage teams responsible for the training and development of managers, producers and staff nationally. Resulted in enhanced learning experiences, extensive improvements in process, increased production and improved company culture as reflected in metric reports and surveys.• Based on performance reviews and peer feedback, effectively performed Human Resources duties for direct reports and in consultant role to others on issues related to roles and teams. • Utilized gap analysis and needs assessment to execute on a national strategic initiative using a blended learning approach resulting in 43% production increase for participants and increased retention of producers and company clients.• Reengineered professional designation program for new producers and delivered more relevant and substantive courses. Increased the number of ongoing participants by 40% and tripled number on track to earn the designation in their first two years.• Troubleshooting led to creation of internal coaching program and guide for managers. Increased accountability conversations and time savings of 4+ hours weekly so they could focus on recruiting and other duties. Won 2015 Stevie Award for Best Coaching Process.• Directed external vendor coaching program resulting in 45%+ production increase for top performers • Partnered with marketing and other teams to create and implement campaigns resulting in $12.7M of incremental production and increased client retention • Negotiated with vendors, coordinated and managed multiple projects, consistently meeting aggressive deadlines and budgets • Leveraged technology, e.g., Learning Management Systems, video conferencing, WebEx systems, Skype, Sharepoint, Box and video as well as external programs negotiated with vendors to further support blended learning and development for $500k+ of expense savings while increasing the number of opportunities for interaction.

• Hired, managed and performed human resources duties for a five-member team that covered a 10-state region and provided development support for management, producers and staff employees that served as the benchmark and expanded to a national program.• Took on a lead role in the planning, development and strategic launch of a national program for 5,000+ people focused on client-centricity using a consultative process supported with skill development and accountability/coaching that resulted in an 11% incremental increase in overall production and a 35% increase in the company’s net promoter score. Won 2015 Stevie Award for Sales Process of the Year.• Created process to streamline onboarding of experienced producers and accelerate their development which led to two to four week increase in their speed to production and enhanced their job satisfaction according to surveys and feedback which benefited the company’s vertical and horizontal growth.• Facilitated 200+ in-person and virtual workshops across 10 states for all segments of employees on consultative skills and process improvements for effective ways to engage internal and external customers to create satisfying, memorable client experiences leading to higher satisfaction, retention and recommendations based on metrics, feedback and surveys.• Conducted ongoing development and implementation programs to enhance workforce effectiveness and ensure established procedures, systems, and programs were effective and compatible resulting in a balanced mix of business and 20% increase in production across all segments of performers. • Conducted needs assessments and gap analysis to determine talent development requirements for individuals and segmented groups and executed on development programs from launch through evaluation leading to enhanced skills, more consistent processes and overall satisfaction with training based on voice of the customer feedback.

• Devised a streamlined, cost-effective approach to interactive training, which managed the expectations and demands of our high performing workforce across four states in a wide range of geographical locations leading to a 38% growth in producers with a significant increase in production year after year and my qualification for multiple Management Leaders Conferences.• Improved the success of the four-state Firm by providing development support to management, staff employees and producers reflected in an increase in producer retention during first four years to 42% which is triple that of the overall industry and a 97% retention rate once they reached five years of service.• Served as an internal Human Resources consultant for the 150+ employees of the firm handling all the duties associated with performance and work related issues.• Implemented strategies and initiatives in face to face classroom/workshop/coaching settings or via distance learning using virtual and videoconference platforms for producers and firm infrastructure which saved considerable money and travel while it allowed for more engagement across the firm.• Built processes and enhanced producer skills through coaching and development to create and deliver positive, satisfying, memorable client experiences resulting in additional cross sales, higher customer retention, more referrals and increased productivity.• Selected to participate in a thought leadership role on a four-person cross-channel Business Solutions Team where we developed, tested and proved an idea which led to a key finding that people who bought recently (within past 5 years) are twice as likely to buy versus those outside that time frame and it became a strategic initiative for the company leading to increases in incremental production and improved client retention.

• Recruited, trained and developed account representatives for sale of life, health, annuity, disability and investment related products and services to individuals and businesses.• Built processes and increased skills of producers to create and deliver positive, satisfying, memorable client experiences which led to additional cross sales, higher customer retention, more referrals and increased productivity.• Managed all sales, marketing, compliance, human resources and administrative operations for East Tennessee firm.• Management Conference qualifier.

• Facilitated, delivered and assisted in curriculum development of sales, marketing, training materials and programs for workshops via classroom and distance learning on regional and national level for producers, managers and staff.• Built processes , developed producer skills and provided coaching to create and deliver positive, satisfying, memorable client experiences that led to additional cross sales, higher customer retention, more referrals and increased productivity.• Executed training and development programs which leveraged software, e.g., case design and client relationship management, designed to increase producer productivity and enhance the client's experience.• Supervised and coordinated training, human resources, compliance, marketing initiatives and product launches.• Developed and utilized systems to monitor and measure performance of employees and account representatives.

• Recruited, trained and developed producers for sale of life, health, annuity, disability and investment related products and services to individuals and businesses.• Built processes and honed producer skills to create and deliver positive, satisfying, memorable client experiences resulting in additional cross sales, higher customer retention, more referrals and increased productivity.• Assisted in general management of sales agency operations, human resources and compliance.

• Develop marketing plan, prospect, sell and provide service for multiple line of insurance and investment products including life, health, disability, automobile, home, annuities and investment related products and services to individuals and businesses.• Build processes and hone skills to create and deliver positive, satisfying, memorable client experiences resulting in additional cross sales, higher customer retention, more referrals and increased productivity.• Conference qualifier in top quartile of Producers.

• Managed, coordinated and directed all alternative dispute resolution services for the Association's work in commercial, labor and individual disputes.• Managed and marketed all Association operations involving alternative dispute resolution services and training programs covering Georgia, Alabama and Tennessee.• Developed, implemented and marketed contributing membership programs for Georgia, Alabama and Tennessee region.• Developed, coordinated and delivered education and training initiatives for neutrals and advocates involved with alternative dispute resolution skills including annual regional Arbitration Day Conventions.