Yolanda Dominguez Email and Phone Number

Set up S-Corp insurance agency. Recruited, hired and trained staff. Designed HR policy and procedure handbook, developed 401k Plan with third-party administrator. Designed marketing plan and strategies that met Allstate company requirements.

Developed new business and managed client relationships for $1B retirement program. Collaborated with client company’s Human Resources department to educate new employees on deferred compensation and retirement investing during new employee orientation. Represented plan and worked with San Jose City Hall staff, city manager, CFO, Fire Department employees and other stakeholders to deliver one-on-one and group presentations regarding retirement plan options. Worked with Voya compliance department to ensure program and presentations met all federal and state regulatory compliance requirements. Developed annual forecasts, prepared quarterly and annual sales and account status reports.  Consistently earned 110% of annual performance bonus.  Earned additional bonuses for exceeding expectations.  Opened over 250 account each quarter. Increased employee plan participation by 11%.

As sole representative traveled state-wide to deliver on-site group and individual presentations to Oregon State employees regarding the Oregon Savings Growth Plan (OSGP) deferred compensation plan. Met individually with employees to clarify plan options and resolve account issues. Planned and conducted 25 staff training per month and coordinated with staff to increase employee participation.  Exceeded sales goals by at least 110% for 10 straight quarters.  Collaborated with VOYA’s East Coast team and Oregon State team on OSGP RFP and assisted with final presentation resulting in a renewal of $B contract.  Recognized for building rapport and trust in some of the most isolated offices across the state.  Increased employee plan participation by 20% to 30% year over year.  Collaborated with GPOS staff on annual National Save for Retirement Week event; GPOS earned 2017 National MAGD award for successful event.

Served as client service manager for Unified School Districts of Northern California and Nevada. Operated as office manager and compliance/marketing coordinator for Broker Dealers under ING/Voya in Northern California and Nevada and worked closely with the City of San Jose Deferred Compensation program. Regularly communicated with plan sponsors, participants, and agents/broker dealers to respond to inquiries and resolve issues. Analyzed contribution increases, sales, and rollover numbers by department for dissemination to City of San Jose Plan officials. Developed marketing strategies and programs to increase plan participation and strengthen relationships with clients, agents and brokers. Coordinated seminars and training for agents, clients and brokers. Assigned and managed high profile/high volume projects without compromising quality. Ensured marketing materials met FINRA compliance requirements. Passed 100% of FINRA audits.  Assisted with the successful renewal of a six-year mulit-million dollar contract to administer the State of Nevada Retirement Plan.

Worked with plan sponsors of Top Five $Billion retirement account to design program education campaigns that increased participation and contribution rates on multi-national State of California, city and water district accounts. Developed service schedule, performed plan reviews, and grew existing plan assets and participants.  Significantly increased CALPERS plan participation.

Proactively source and expand business banking customer relationships by maximizing Financial Center-based sales opportunities and ensuring customer retention. Probe within customer base for needs and opportunities to cross-sell to other business segments. Execute integrated sales, relationship, and credit strategies that are aligned with the Financial Center business plan to achieve desired revenue and service hurdles. Work with non-relationship-managed business banking clients and cross sell. Coordinate with the Service Officer to ensure a consistent and outstanding customer experience. Drive efforts in the Financial Center to identify and implement service behaviors that improve the overall customer experience. Support sales/service activities within the Financial Center by participating in seminars, micro-marketing events, promotional campaigns, product initiatives, etc. Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets. Assisted Managing bank staff members, client related issues and bank transactions.

Improve content on website for numerous clients by creating, maintaining and monitoring content improvement issues for merchant products.

Managed numerous accounts that helped customers better communicate with their cliental, family and friends. Increased cliental by minimum of 50 new clients each month and renewed up to 60 contracts per month by gathering consumer information and getting to know what products and service best fit each customer.

Managed various business accounts that helped entrepreneurs and inventors launch and develop their companies by creating business plans and other related business functions; which included governmental grants, debt finance, market research and networking.

Managed various executive accounts. Increased sales by maintaining current clients, growth of sales and client satisfaction for assigned book of business. Maintain and strengthen relationships with key clients. Developed plans to identify their needs, as well as seek out future clients. Provided feedback from customers to upper management and maintained excellent relationship with customers. Responded to enquiries from customers and suppliers by phone, fax, e-mail, and internet system.