MICHAEL HALL

Support the operations of an Investor Center, by interacting with clients to answer questions, process transactions, and connect them with advisors for their planning needs.

Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades

• CLPH 5.91
• CEI 77.8%
• SE 98.3%
• 100% Trade Accuracy
• Lead team weekly team meetings when OBTL was unable
• Lead weekly mentorship coaching sessions for new onboarding groups
• Uncover leads via service to sales connecting opportunities to ISR

• Drive sales volume & market goals through Heidelberg & Bonbright Distributors resulting in $13M revenue
• Work with wholesalers to jointly establish goals: Manage Inventory, Budgets, Volume and identify new business opportunities
• Develop, plan & execute distribution strategy +8% YoY
• Analyze sales & inventory data
• Mentor, coach newly promoted co-workers to ensure productive transitions in their markets

• Launch Dayton Market sales with Heidelberg Distributing targeting key independent and chain retailers
• Represent Taft's through public exposure events, professional & retail relationships
• Drive business through key partnership with Dayton Dragons Minor League Baseball
• Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures
• Evaluated performance against goals and implemented appropriate development plans

• Skilled in identifying client needs and presenting tailored solutions to meet their goals.
• Oversee route of 100+ retail accounts in Dayton area
• Sell, manage inventory, plan events, price product, distribute new products, and achieve monthly sales goals to drive $2M revenue with 17% growth in 2018
• Grew local bar to #1 on-premise draft account in the state of ohio through pricing & promotion strategy