Taylor Davis

• Acted as brand ambassador to educate candidates on culture, career growth, benefits, and advantages of working for company.
• Proven expertise in full-cycle high volume recruitment from sourcing to new hire onboarding focusing on financial services and investment industry. Recruitment efforts focus on full time roles across multiple business units
• Sourced and screened candidates for service roles and worked with hiring managers to coordinate interviews, offers, and onboarding.
• Evaluated resumes, interviewed, and presented qualified candidates to hiring managers and solicited feedback to refine recruiting strategy.
• Developed and maintained strong working relationships with executives, HR team, and hiring managers to foster partnerships that produced consistent results.
• Created and delivered HR training sessions to staff, managers and executives.
• Partnered with departmental managers to ascertain hiring needs and subsequently provide candidate recommendations.

• Cultivated and strengthened relationships with existing clients and educated clients on account services and capabilities.
• Worked with clients to support understanding of rationale and details of financial strategies.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Facilitated new client onboarding process and 401k contribution setup.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.

• Proactively called out to Fidelity 401k holders to schedule appointments with workplace planning consultants

• Completed minimum of 120 daily dials

• Obtained Series 7 and 66

• Promoted to new role to develop and execute a territory plan to maximize revenue and provide sales leadership
• Coordinate, promote and lead regional webinars to meet sales objectives
• Grow existing partner relationships and promote sales programs developed for and with partners
• Work effectively in a team environment with multiple products and stakeholders that come together to create solutions
• Proactively assess, clarify and analyze team needs and develop plans for successful outcomes
• Reconcile customer concerns to completion and most positive outcome to increase market share
• Accurately finalize documents and record transactions.

• Prospect for new business and track and report account activity
• Used lead generation expertise to identify and develop new business from multiple sources
• Exceeded quarterly and annual sales objectives through cold calling
• Regulated pipeline accuracy
• Engineered and developed quotes and system designs based upon customer needs, maintaining dollar amounts and close dates through the life cycle of the sale.

• Managed the accounts of existing customers and prospects
• Developed new clients through inbound sales calls
• Researched and developed pipeline of clients demonstrating an interest in being an organization partner
• Entered, received payment for and finalized customer orders.