Yolanda Evans Email & Phone Number

Scottsdale, Arizona, United States

Scottsdale, Arizona, United States

Phoenix, Arizona, United States

Utilize internal and industry specific systems and processes to execute client-facing interactions. Lead cross-functional teams in client services and sales support departments to engage effectively with targeted clients and independent advisor partners. Actively review and implement internal processes to safeguard compliance and risk management for insurance and investment products. Perform assessments and report regularly to all management personnel within the firm.Strength:• Focused leadership• Urgent, creative solutions• Loyal to client and firm• Dynamic, integrated client service• Creative strategic thinker / challenging assumptions• Energetic learning• Resiliency

Portland, Oregon Area

My primary role is to provide sales support in growing client's individual investment management, planning, and insurance business. I assist on all levels of client and staff interaction to safeguard compliance and risk management for insurance and investment products.As Client Service Manager, I oversee individual client accounts:Investment:o Client Service Management and New Business Administration - Interface with clients to provide proactive and reactive ongoing client service. Setup and maintenance of client accounts; compilation and completion of client, custodian and firm paperwork; and execution of client and firm tasks such as asset transfers, portfolio reallocations, preparation of reports and general support of portfolio and investment strategies.o Trading - Execute daily trades per client account. Review prior day trade activities for execution and completion, following up on pending and/or failed trades.Life/Disability/Long Term Care Insurance:o Proposals - Recommend carrier products; create proposal based on carrier illustrations; discuss client presentation with insurance producero New Business - application preparation including insurance exam and attending physician statement; ensure underwriting requirements and guidelines are met for carrier and client; review all policies upon carrier issuance; delivery and collecting premium in order to place the policy inforceo Licensing and Commission - Maintain insurance producer 's state licenses and insurance carrier appointments; review commission schedule per carrier for each policy placed inforceCompliance and Record Keeping:o Ensure company policies and procedures are in accordance with SEC requirementsSalesforce software:o Maintain daily updating of Salesforce software for all client interaction - client data, reports, tasks, case notes, phone calls, emails, etc

Portland, Oregon Area

Operations Manager Provide analysis of insurance or financial products, illustrations, and marketing materials for clients with net worth of $10 million+ or institutions with financial needs• Perform daily administrative duties including: o Prioritize letter/document preparation according to deadlineso Read and analyze incoming communications, submissions, and reports to determine their significance and plan their distribution o Meeting and travel arrangementso Marketing material preparationo Lead other assistants and distribute assignmentso Conduct research to obtain information, analyze data and prepare reports/documents• Tracking insurance carriers progress in completing client business including:o Underwritingo Policy enforcemento Providing all required documents to issue insurance products• Follow up with management and others on actions assigned to them• Track and resolve all commissions paid to all partners and representatives• Maintain and coordinate all necessary insurance licenses and certifications• Provide outstanding customer service for existing clients• Current Oregon Life and Health Insurance license