LOGAN TAYLOR
Cincinnati ,OH
Summary
Adaptable financial services professional with proven experience driving the need for holistic retirement planning. Highly skilled at using active listening to uncover unstated client goals and bridge foundational inquiries into comprehensive wealth strategies. As a highly coachable and flexible team player, I seek to advance my career with an organization where I can apply performance feedback to drive both personal growth and business results.
Overview
8
8
years of professional experience
Work History
WPC 2
Fidelity Investments
Cincinnati , Ohio
08.2024 - Current
- Driving Performance: Drove overarching business performance by consistently exceeding key performance indicators (KPIs)—including daily engagement volume and lead generation targets—in a fast-paced, metrics-driven environment.
- Utilized active listening and consultative questioning during complex client interactions to uncover unstated financial needs, bridging foundational 401(k) inquiries into comprehensive wealth planning opportunities.
- Applied targeted coaching and performance feedback from management to refine client interaction strategies, enhancing call quality scores and increasing client satisfaction.
Personal Banker
US BANK
, OH
04.2022 - Current
- Build relationships with customers to understand their financial needs while providing suggestions regarding products and services.
- Managed client bank accounts, facilitating account openings and closings, and overseeing transactions to ensure accuracy and compliance.
- Assisted customers in utilizing web, mobile, and ATM banking to streamline their banking experience.
- Achieved production goals each month by coordinating team efforts.
Sales Generation East Side of the Nation
Securitas
Indianapolis, IN
09.2020 - 01.2022
- Conducted inbound and outbound calls to secure new business through phone, email, and media, generating new sales opportunities.
- Acted as the primary point of contact for over 3500 accounts, facilitating effective communication and relationship management.
- Coordinated sales representative schedules, optimizing appointments, drive time, and mileage for efficiency.
- Assist in training new contracted employees in accepted procedures, general responsibilities, campaign specifics, and sales skills.
Sales Consultant/ Store Manager
Victra Verizon
Blairsville, GA
06.2018 - 07.2020
- Sold products and services to new and existing customers, enhancing customer relationships and driving revenue growth.
- Executed promotional activities to increase sales awareness, achieving or surpassing sales goals within the district.
- Adhered to sales processes and procedures established by region and corporate to ensure compliance and consistency.
Education
High School Diploma -
Union County
Blairsville, GASkills
- Sales force
- Client Relationship Management
- Microsoft Office
- Problem Solving
- Critical Thinking
- Handling Pressure
- Adaptability
- Time Management
- Collaboration
- Leadership
- Active listening
- Strong Work Ethic
Timeline
WPC 2
Fidelity Investments
08.2024 - Current
Personal Banker
US BANK
04.2022 - Current
Sales Generation East Side of the Nation
Securitas
09.2020 - 01.2022
Sales Consultant/ Store Manager
Victra Verizon
06.2018 - 07.2020
High School Diploma -
Union County