Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Raymond Magat

Atlanta,GA

Summary

Innovative professional skilled in creating and implementing marketing strategies, executing budgeting plans and utilizing market research to identify customer needs. Demonstrated ability in increasing brand visibility and market share. Possesses excellent communication and customer service skills.

Overview

19
19
years of professional experience
1
1
Certification

Work History

Marketing Director

Wealthwave/How Money Works
05.2019 - Current
  • Responsible for marketing financial services and products
  • Assigned to recruit, train, and manage new associates
  • Recognized for being top producer and recruiter multiple times
  • Handle day-to-day lifecycle recruiting for various professionals which includes the following: sourcing, conducting interviews, reference checks, closing and on-boarding
  • Conduct weekly seminars, use referrals and social media to market the firm
  • Fulfill all professional and fiduciary responsibilities as a team director, I field and answer office phone messages in a timely manner with correct information
  • Research new client portfolios and provide detailed financial advice to help implement plans.

Base Shop Coordinator/Marketing Director

Transamerica/WFG
01.2010 - 01.2018
  • Field and answer office phone messages in a timely manner with correct information
  • Contact all field trainers to update their logs of appointments and results
  • Check the company email system for current announcements, updates and other important information
  • Call and confirm your SMD’s financial and one-on-one recruiting appointments for the following day
  • Schedule items in your SMD’s calendar, if permitted
  • Handle any necessary tasks for the SMD so that the SMD can focus on his/her strongest and most productive activities
  • As Marketing Director, responsible for marketing financial services and products
  • Assigned to recruit, train, and manage new associates
  • Fulfill all professional and fiduciary responsibilities as a team director
  • Implement various marketing strategies to build clientele
  • Research new client portfolios and provide detailed financial advice in order to implement plans
  • Provide business planning advice.

Production Specialist II | Production Assistant Manager/Computer Operator

BBT Payroll Services Corporation
01.2005 - 04.2010
  • Managed department with the lowest turnover rate across company while maintaining high quality and knowledge with limited restraining cost
  • Reconciled ACH transaction to ensure accurately that direct deposit account amount was drawn from the correct accounts daily
  • Kept a watchful eye on the printing process to ensure payroll information does not mixed incorrectly, while guaranteeing no duplicate printing
  • Constantly audited the logistic process to improve the accuracy and efficiency of the entire production process to make certain payrolls are delivered by the correct method and correct address.

Education

BBA in Computer Information Systems -

Georgia State University
Atlanta, GA
01.2004

BA in Political Science -

West Virginia University
Morgantown, WV
01.1999

Skills

  • Salesforce
  • Bullhorn Software
  • Microsoft Dynamics
  • SAP CRM
  • HubSpot
  • PeopleFluent
  • Salesloft
  • Outreach
  • ZoomInfo
  • TechTarget
  • E-Verify
  • First Advantage
  • Group One Microsoft 365
  • IWork-Apple
  • Communications Management
  • Project Management
  • Campaign Development
  • Key Decision Making
  • Branding
  • Staff Management
  • Networking
  • Business Administration
  • Content Creation
  • Business Planning
  • Operations Management
  • Communications Expertise
  • Market Understanding
  • Brand Positioning

Certification

Georgia Life, Accident & Sickness Insurance License

References

Available Upon Request

Timeline

Marketing Director

Wealthwave/How Money Works
05.2019 - Current

Base Shop Coordinator/Marketing Director

Transamerica/WFG
01.2010 - 01.2018

Production Specialist II | Production Assistant Manager/Computer Operator

BBT Payroll Services Corporation
01.2005 - 04.2010

BBA in Computer Information Systems -

Georgia State University

BA in Political Science -

West Virginia University
Raymond Magat