Christopher Mills

• Assisting new and existing customers by providing best in class quoting experience for Auto and Multi-line products

• Trained in up to 8 partner carriers platforms to offer policies that best fit customer's price and needs

• Consistent sales results and team engagement

• Trained in Renters product, licensed in all 50 States

Progressive Accomplishments & Recognition:

• December 2023- Help lead Team Huddle under John Lecato (supervisor) discussing Career Central Site

• February 2024- Star Award for helping fellow co-worker get up to speed after training and joining new Renters team

• March 2024- 2nd place in the Contreras DRG Sales Contest

• March 2024- Ranked #4 by sales and #8 overall on all metrics for Top Consultant Production out of 500 Sales Reps in the Hilda Young Sales Group

• April 2024- Winner of the David T Contreras CRS Sales Ops Contest

• July 2024- Joined YPNet and MILNET ERGs

• August 2024- First Sales Consultant featured and interviewed in the West Zone Warriors Connection site. Recognized for being a leader amongst fellow consultants

• September 2024- Star Award for reaching stretch goal of 150 Sales in the month. Average of 10 sales per day.

• October 2024- Introduced to the Pinnacle Sales Club(top 25% in sales org) and highest level Executive Suite

• November 2024- Nominated and selected from team Gallo Gladiators to Keith Simpson's(manager sales ops process) Recognition Corner

• January 2025- Year 2024 Performance Evaluation Rating of 4.0 Outstanding in all categories

• January 2025- Entrusted by supervisor Brian Gallo to help train new associate to team in quoting partner carriers in a one on one Teams web meeting

• Numerous customer complements as well as other Star Awards

• Companywide Top Performer Rating 2024- Mar, Apr, May, Sept. Rising Star in August

• Ranked top 10% within Tampa Bay Area. Evaluated on activity level, earnings, and customer experience. Over 3,000 rides and 99% customer satisfaction rating

• While in hiring process, original role of Assistant Director of Compliance applied for locally was closed by HQ. While in a temporary status, acquired Florida 2-15 Life & Health Insurance License

• Successfully led branch with high standards and client-first focus through complex merger from Scottrade to TD Ameritrade. Maintained high CSI scores, positive net new assets, and increased assets into managed portfolio program by 25%
• Generated and analyzed reports within Salesforce CRM software to efficiently and effectively manage practice book of 600 clients and over $500mm in assets
• Utilized Money Guide Pro to partner with individual clients as well as families on developing a plan to achieve their unique financial goals
• Created referrals while fostering strong partnerships with RIA's and TDA specialty teams. Over 70% conversion rate in annuities, fixed income, wealth management, and active trader support
• President's Club winner for sales and client development
• Branch office closed September 2019 due to corporate restructuring and multi-firm merger

• Responsible for managing and operating all aspects of branch office and sales team. Ensured daily branch operations followed regulatory guidelines which resulted in annual compliance audit scores ranking in top five percent of company
• Featured in a "Sharpen the Saw" interview viewed by 500 branches to discuss how to lead by example and coach a team for success. As a team, increased managed assets by 88 percent on average quarter over quarter for four quarters in a row
• Facilitated weekly mini-region conference calls discussing best practices surrounding motivating and coaching associates with a focus on sales
• Designated as a training branch in the region to mentor and assist in the onboarding of new managers coming to Scottrade

• Championed firm's vision and demonstrated leadership through a rapidly changing business model. Pivoting from strictly providing service and financial education to add banking, sales, investment guidance, and relationship management
• Consistently in the top 10% of company campaigns and initiatives
• Presented more than 40 seminars covering all topics available at Scottrade with attendance reaching more than 20 clients. Significant positive feedback
• Early adopter of sales being first introduced to associates. One of two consultants chosen to plan and lead a workshop for the region to discuss sales techniques, best practices and "Sales the Scottrade Way"
• Continuous focus on self-development and education. Became local area's SME on most topics, tools, and programs within the organization

• Assisted in the opening and set up of new branch office in an affluent area. Provided client account services, placed non-solicited trades, as well as provided investment education from beginner to advanced topics
• Member of the elite 900 customer service club each quarter. Average 9 out of 10 or better customer service score
• Part of the Oracle CRM Committee. One of the few associates given the responsibility to test and provide input on Scottrade's first CRM system