Ryan Dautel

Im a independent Financial professional that helps my clients navigate and plan for retirement. As small business owner I take on all the duties that running your own business requires. The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA Insurance Agent, I can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life.

• Oversee daily operations, financial management, and strategic planning.

• Manage all aspects of the Amazon seller business, including product sourcing, inventory management, and customer service.

• Launched and operated a successful ATV rental business, overseeing all aspects of the operation.

• Provided financial planning services, including investment advice and insurance products.

• Provided financial planning and insurance services to a diverse client base.

• Managed a diverse portfolio of accounts, ensuring each client received personalized attention tailored to their unique needs.
• Cultivated long-lasting partnerships with clients by consistently exceeding expectations and delivering exceptional service.
• Developed strong relationships with key clients, resulting in increased account retention and growth.
• Expanded client base through targeted prospecting and effective lead generation efforts.
• Consistently met or exceeded quarterly sales targets by diligently monitoring progress toward goals.
• Developed and implemented sales strategies to increase revenue.

Held various positions in the 7 years while I was employed at Teleperformance. Started out as Telemarketing sales rep, Then Sales Supervisor, then moved on to quality assurance, then Quality Assurance supervisor and then moved on to Quality Assurance Department Manger. I was over 17 centers and around 150 people where I built reports on sale that got kicked back for infractions. Saved the company millions in fines. These reports were generated for a daily briefing for each center head also for the VP and CEO of the company that I worked closely with.

• Communicated with managers of other departments to maintain transparency.
• Collaborated with other departments to ensure seamless coordination in achieving company-wide objectives.
• Kept employee workloads fair and balanced to achieve objectives while maintaining high job satisfaction.
• Worked actively with management team to create daily and weekly sales plans based on weekly sales trends.
• Motivated associates to consistently deliver effective selling behaviors through coaching and recognition.
• Improved customer satisfaction rates through attentive service, prompt issue resolution, and continuous process improvements.
• Maintained a professional work environment by addressing conflicts proactively and fostering open communication among staff members.
• Created and enforced department policies, procedures and standards to establish productivity and quality.
• Prepared detailed reports for management to clarify existing trends, review sales and inventory data and support shrink minimization and safety awareness.
• Led a team of professionals to consistently achieve or exceed performance targets.
• Advised upper management on key decisions based on thorough analysis of sales trends, market conditions, and competitor activities.