Ellie Pandina
Hilton,NY
Summary
Goal-oriented, knowledgeable and experienced leader with distinguished experience in Sales, Operations and Service. Accomplished in increasing productivity and driving revenue in the FA Channel. Committed to streamlining procedures while optimizing employee talent. Lead through influence and empathy with a focus on employee development, in an empowering and inclusive culture.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Manager, Regional Retirement Plan Wholesaler
Paychex, Inc.
06.2021 - Current
- Inspired and lead Regional Wholesale team to increase sales and market awareness in Financial Advisor Community
- Developed and implemented tailored onboarding process, reducing new hire ramp-up time by 30%, and promoting supportive, empowering, and inclusive culture
- Achieved established KPI for team and individual performance through team collaboration and one on one coaching
- Utilized metrics to modify low-performing campaign programs and plans to increase effectiveness
- Implemented targeted Key Partner campaigns, contributing to 50% YOY revenue increase FY22-FY23
- Increased team revenue by 20%, and average wholesaler revenue by 32% YOY, promoting culture of success and accountability
- Recruited and hired top-level talent to add value and expertise to sales department
- Attended industry shows, conventions, and other meetings with primary mission of expanding FA Channel opportunities
- Collaborate with Retirement Sales Leaders, internal partners and other business units to problem solve, develop process enhancements, and exceed revenue goals
Manager, Internal Retirement Plan Wholesaler
Paychex, Inc.
04.2019 - 06.2021
- Cultivated culture of success and accountability by implementing activity metrics and strong inspection methods – tracked dials, average talk time, presentations, proposals, and pipeline of organically sourced advisor opportunities
- Implemented Broker Dealer Centric Wholesaler role contributing to 12% advisor referral revenue growth YOY, improved speed of BD specific discrepancy resolution, and decreased chargeback rates
- Overhauled Proposal Desk segmentation, and developed Pod structure resulting in increased efficiency, and even delegation of task distribution
- Co‐developed and lead 10‐week Rookie Sales Training Series, focusing on topics including Prospecting, Pipeline Management, Goal Setting, Objection Handling and Story Based Selling
- Collaborated with Retirement Sales Managers to meet and exceed revenue goals, attain company objectives, and pinpoint challenges in Advisor Channel
- Strong cross‐organizational partnerships with Product, Operations, Marketing, and Compliance
- Accomplished in talent acquisition, recruiting adept candidates with all new hires successfully obtaining their FINRA licensing.
Internal Retirement Plan Wholesaler
Paychex, Inc
07.2016 - 04.2019
- Cultivated robust relationships with financial advisors to uncover new opportunities and drive sales
- Collaborated with field representatives on sales strategy to prepare accurate detailed comprehensive cost analysis and end user presentations
- Initiated high volume of contact with Financial Advisors and RIAs to promote products, demonstrate marketing support, and deliver sales ideas via phone and web presentations
- Developed training programs for Large Market University and new wholesalers to increase efficiency on new hire orientations
- Worked with District Sales Managers and senior leadership to drive sales strategy and hit quota.
Skills
- Performance Management
- Sales Initiatives and Techniques
- Channel Partnerships
- Process Improvement
- Sales Leadership
- Revenue Generation
- Product Knowledge
- Emotional intelligence
Certification
- FINRA SIE
- Series 6
- Series 63
- QKA
Timeline
Manager, Regional Retirement Plan Wholesaler
Paychex, Inc.
06.2021 - Current
Manager, Internal Retirement Plan Wholesaler
Paychex, Inc.
04.2019 - 06.2021
Internal Retirement Plan Wholesaler
Paychex, Inc
07.2016 - 04.2019
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