Travis Downs

Travis Downs Email and Phone Number

Director of Sales, Dealer Channel @ Formax
dover, new hampshire, united states
Travis Downs's Location
Dover, New Hampshire, United States, United States
Travis Downs's Contact Details

Travis Downs work email

Travis Downs personal email

n/a
About Travis Downs

Travis Downs is a Director of Sales, Dealer Channel at Formax. He possess expertise in fixed annuities, financial services, insurance, process improvement, project management and 13 more skills.

Travis Downs's Current Company Details
Formax

Formax

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Director of Sales, Dealer Channel
dover, new hampshire, united states
Website:
formax.com
Employees:
88
Travis Downs Work Experience Details
  • Formax
    Director Of Sales, Dealer Channel
    Formax Jan 2024 - Present
    Dover, New Hampshire, United States
  • Formax
    Dealer Sales Manager
    Formax Apr 2021 - Jan 2024
  • Formax
    National Wholesale Account Executive
    Formax Mar 2015 - Apr 2021
  • John Hancock Financial Services
    Team Leader, Contract Reconciliation
    John Hancock Financial Services Apr 2014 - Mar 2015
  • John Hancock Financial Services
    Operations Consultant
    John Hancock Financial Services Jan 2012 - Mar 2014
    • Charter member of a 7 person team tasked with the clean-up effort of large corporate annuity contracts to ensure data accuracy, eliminate payment risk, and cultivate relationships with external contract holders• Developed and documented the improvement of existing and new processes as well as a metrics system to monitor the team’s progress and formalize the team’s ongoing procedures • Facilitated collaboration between business units to leverage internal resources to develop solutions to complex contractual, legal, and compliance issues • Responsible for submitting monthly wire payments, analyzing the corresponding remittance reports, and resolving any variances• Researched and resolved delicate sales and operations issues to maintain key sales relationships, mitigate potential conflict, and ultimately enhance brand loyalty • Utilized product and regulation knowledge in combination with creative and critical thought to find “outside the box” solutions that were amendable to both the client and the company• Identified and reported trending service issues to their departments of origin to improve processes and communication that ensured compliant and uniform procedures
  • John Hancock Financial Services
    Divisional Services Consultant
    John Hancock Financial Services Jul 2011 - Dec 2011
  • John Hancock Financial Services
    Senior Annuities Specialist, Case Manager
    John Hancock Financial Services Jun 2009 - Aug 2011
    • Selected as one of four Case Managers focused on building and maintaining one-on-one relationships with both fixed and variable annuity producers by prioritizing expedited and accountable service from a single individual throughout the entire transaction lifecycle • Trained other Case Managers on business requirements as well as techniques to offer effective service and maintain positive customer relationships
  • John Hancock Financial Services
    Senior Annuities Specialist
    John Hancock Financial Services Jan 2009 - Jun 2009
    • Applied detailed knowledge of industry regulations and company processes to mentor team members and to serve as a key source of information for other departments• Provided articles and editing for the quarterly newsletter “The Signature”

Travis Downs Skills

Fixed Annuities Financial Services Insurance Process Improvement Project Management Business Analysis Customer Service Leadership Editing Powerpoint Microsoft Excel Microsoft Office Microsoft Word Public Speaking Analysis Business Process Improvement Business Development Management

Travis Downs Education Details

Frequently Asked Questions about Travis Downs

What company does Travis Downs work for?

Travis Downs works for Formax

What is Travis Downs's role at the current company?

Travis Downs's current role is Director of Sales, Dealer Channel.

What is Travis Downs's email address?

Travis Downs's email address is td****@****max.com

What schools did Travis Downs attend?

Travis Downs attended Colby College.

What skills is Travis Downs known for?

Travis Downs has skills like Fixed Annuities, Financial Services, Insurance, Process Improvement, Project Management, Business Analysis, Customer Service, Leadership, Editing, Powerpoint, Microsoft Excel, Microsoft Office.

Who are Travis Downs's colleagues?

Travis Downs's colleagues are Amy Sallese, Xiaoyu Chen, Darren Glore, Jomy John, Dhashini Naidoo, Ding Kimmy, 陈盈颖.

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