Open To Work
Dawn Marie Mccartan
West Hartford
Work Preference
Summary
Experienced Relationship Manager with a demonstrated history of working in the financial services industry. Skilled in Sales, Contact Centers, Mutual Funds, Management, and Series 6. Strong sales professional graduated from Series 6, Series 63, Series 26, CT Life. Registered Representative of Voya Financial Advisors, Inc. (member SIPC).
Overview
25
25
years of professional experience
Work History
Relationship Manager - TEM Sales
Voya Financial
Windsor
01.2014 - Current
Sales Desk
MetLife
Bloomfield
12.2012 - 12.2013
Sales Desk Manager
MetLife
Irvine
09.2011 - 12.2012
- Manager of the Inbound Sales Team.
- Led Planner East Team under supervision of Adam Barausky, coordinating team efforts and strategies.
- Collaborated with top external wholesaler in Pennsylvania and New Jersey to drive sales initiatives.
- Transferred to Planner in July 2010 to increase my knowledge in another channel
- Attended and ran client seminars with Primerica Channel to add value to their business
- Conducted training sessions for registered representatives on product features alongside external partner.
- Developed knowledge base on Broker Dealer and Primerica Distribution Channels' processes, procedures, and culture within a short timeframe
- Established new partnerships and maintained relationships with Financial Professionals to enhance commitment to MetLife
- Executed proactive outbound calling campaigns to engage existing and new brokers for business growth.
- Established and sustained positive relationships to enhance sales performance in specific market area.
- Coordinated weekly conference calls, providing sales force with essential information and support.
Manager of Curriculum Development - Trainer
MetLife
02.2003 - 10.2005
- Successfully developed and delivered Training Sessions on Annuity Products, Computer Enhancements and all aspects of providing quality customer service
- Develop and implement training solutions regarding customer service skills and product training
- Develop and coordinate training for new hires working in the Call Center
- Design, develop and implement learning solutions to meet the Call Centers need
- Work closely with management to develop training programs to suit the business need
- Coordinated with business leaders to provide learning recommendations that addressed performance gaps and aligned with strategic goals.
- Updated training materials to align with changes in IRS regulations and department policies, ensuring compliance and relevance.
- Developed training materials for new procedures in business unit, enhancing employee understanding and implementation.
New Hire Trainer
MetLife
06.2001 - 02.2003
- Develop lesson plans for new hire training programs to enhance onboarding experience
- Coordinate, create and run New Hire Annuity Training Classes
- Update Training Material with regard to Annuity Investments and Travelers Products
- Train the Trainer yearly on 1099r updates
- Create and Present Job Aids as it pertains to Products Launches and updates
- Create DALBAR-compliant scripting materials to support staff training
- Conduct monthly meetings with management to review performance on DALBAR goals
Education
Series 6, Series 63, Series 26, CT Life
Skills
- Client Relationship Management
- Relationship management
- Sales strategy development
- Sales
- Investment Solutions
- Training & Development
- Customer relationship management
Personal Information
Title: Relationship Manager
Timeline
Relationship Manager - TEM Sales
Voya Financial
01.2014 - Current
Sales Desk
MetLife
12.2012 - 12.2013
Sales Desk Manager
MetLife
09.2011 - 12.2012
Manager of Curriculum Development - Trainer
MetLife
02.2003 - 10.2005
New Hire Trainer
MetLife
06.2001 - 02.2003