Pamela White

Attracting high-quality, diverse talent into financial professional roles.

• Create and implement a recruiting strategy to grow capacity by attracting and cultivating quality, diverse FP candidates in the focus market.
• Execute a plan to recruit quality talent by developing trusting relationships within broad and diverse networks, leveraging centers of influence, and obtaining referrals from FPs for quality, diverse talent.
• Actively manage a pipeline of high-quality, diverse candidates.
• Conduct selection interviews and assess candidates for a high probability of success.

Develop New FPs and Support the Launch of New FP Practices.

• Provide FPs with tools, resources, and knowledge needed to be successful in their new role.
• Conduct high levels of joint field work with FPs to observe and offer feedback, and help with case prep as needed.
• Be available to FPs to develop and execute a marketing plan to achieve their goals, leveraging relationships within their natural market, referrals, and communities.

Collaborate with others.

• Inform and communicate with the leadership team regarding FP (new and vet) progress toward goals and success.
• Connect with corporate resources to stay informed of best practices or changes that directly impact recruiting, launch, and vets.
• Analyze market trends and competitor activities to identify opportunities for growth.
• Identify potential partnerships with key stakeholders in the industry and negotiated mutually beneficial deals.
• Coach, develop, and motivate team to achieve goals.

• Providing guidance on retirement planning strategies tailored to individual needs.
• Creating and maintaining an organized client contact strategy using tools such as Salesforce.
• Analyzing client's financial situation using industry tools such as cash flow analysis, retirement calculators and asset allocation models.

• Articulating the value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products.
• Continuously networking and building individual client base.
• Exuding professional expertise and resourcefulness to gain trust and confidence of clients, vendors, and other professionals.
• Working closely with team members to deliver project requirements, develop solutions and meet deadlines.
• Maintaining awareness of personal and financial life changes for clients and maintaining productive, open relationships to facilitate continued revenue growth.

• Leading sales teams by providing guidance, mentorship, and training at various store locations. Demonstrated full store expertise on merchandise locations, enabling optimum service to inquiring customers.
• Setting sales goals and quotas via strategic planning, analyzing data on past performance, and projecting future performance to meet company revenue targets and achieve growth objectives.
• Motivating sales teams via coaching and training programs to improve employee morale and team performance.
• Overseeing customer relations, measuring and observing customer service interactions, as well as educating sales teams with the proper tools and techniques for building rapport and improving customer relationships.

• Performing work duties as part of the K-9 Decoy Project at various airport locations.
• Supervised diverse groups of teams during travel assignments at nationwide airport locations. NDA contract work.

• Three years of investment and trading experience as a broker with Scottrade, utilizing financial planning and portfolio analysis tools, while delivering exceptional standards of service to brokerage clients.
• Securities trading including stocks, bonds, and mutual funds to high-net-worth individuals.
• Promoting business to increase customer base and grow revenues.
• Resolving customer service issues, assisted clients with financial planning tools, and answered financial questions.