Hi, I’m
Taylor Ivins
Financial Wellness Consultant
Birmingham,AL
Summary
Self-Motivated, Confident and Results-Driven Leader with 10 years of experience in project supervision and development, sales management, territory development, and personal financial planning and advisement. Talented in leading projects, directing logistics, strategy planning and strategy implementation. A proven ability to generate interest through effective verbal and written communication paired with organized nature and advanced problem-solving strengths. Effective in negotiating and managing crises situations under extreme pressure. Ability to handle various tasks simultaneously under company deadlines through strategic prioritization of objectives.
Overview
10
years of professional experience
1
Certificate
Work History
Truist Financial CorporationBirmingham, Alabama
Financial Wellness Leader
07.2018 - Current
Job overview
- Responsible for business development efforts for North Central
Alabama, with a focus on increasing retail households through
business to business to consumer calling activities - Execute on daily business development activities that meet
behavior, sales and retention goals including effective delivery
of complex marketing/group sales presentations to key
consumer segment groups via strategic relationships with
businesses, organizations, and centers of influence - Develop and facilitate product account opening sessions
utilizing digital and branch channels, and promote financial
wellness resources for key consumer segment clients - Prioritize calling efforts to achieve maximum results in
alignment with organizational objectives, including
prospecting and market development - Partner to develop and maintain internal reciprocal referral
partnerships, deepen client relationships, and increase
penetration in Wealth and Commercial client portfolios - Work with Retail Community Bank Leadership partners to
provide sales support, joint sales calling, and local training - Actively engage in networking within local assigned territory to
develop key strategic partnerships, representing the Bank
through community and group/association involvement to
develop contacts for potential business - Underwriter for PPP for Truist in 2020
- Led as Chairperson of community involvement and
engagement segment of LGBTQIA+ work group
Alabama Army National Guard, AL
Team Leader
07.2009 - Current
Job overview
- Directly charged with communicating urgent orders and
directions effectively to Team of 14 personnel, overseeing their
licensure and drivers training, onboarding, and all
administrative duties - Works closely with Senior Leaders to communicate mission
readiness of Team - 7 years of experience as a Motor Vehicle Operator
- Updated personal logs and business tracking documents
accurately and according to schedule requirements - Maintained and organized inventory receipts and processed
changes to reduce process lags - 6 years of experience as a Military Intelligence Analyst
- Advised senior military members and commanders based on
intelligence findings - Prioritized threat levels for analyzing and communication
- Maintained Top Secret clearance
PNC FinancialBirmingham, Alabama
Workplace Financial Sales Consultant
10.2014 - 07.2018
Job overview
- Conducted events, luncheons, and educational financial
forums for employees of businesses the Bank had relationships
with, from small businesses to corporate companies - Strengthened business relationships with key decision makers
and the Bank - Partnered with different segments within the Bank to create
the most conducive sales environment for prospective and
existing clients, and referred deeper sales opportunities to
partners - Met with employees of partner businesses as well as internal
Bank employees to understand goals and recommend
solutions to fit specific needs - Acquired and maintained minimum of 45 new household
relationships per month - Collected data on competitors' pricing and promotions
through primary and secondary research techniques - Partnered with retail segment of the Bank and provided
training to branch employees, as necessary - Led reformation and regulation of risk and compliance within
Workplace Financial Sales segment of the Bank - Consistently 110%+ monthly and quarterly individual sales
goals - Rebuilt Birmingham region upon acceptance of role from
average of 60% to regional sales goal to 120% to regional
sales goal by end of second quarter
Liberty National InsuranceMontgomery, Alabama
Agency Director
03.2012 - 10.2014
Job overview
- Responsible for all aspects of strategic sales planning and
market identification - Recruited, hired, and trained sales agents in high volume hiring
environment and retained staff using consistent mentoring and
positive feedback - Lead in training Sales Team in identifying and positioning
product lines to potential customers - Attained annual quota and trained Sales Team to meet or
exceed quota - Regularly identified ways to grow profit margin while
identifying most beneficial products for customers - Promoted rapidly from Sales Agent to Supervising Agent to
Agency Director - Increased market share for Team of 30 sales agents through
regular training and product positioning - Held highest retention of experienced and highly skilled Sales
Team by fostering a team environment and setting achievable
goals
Education
Auburn University At MontgomeryMontgomery, Alabama
Physical Science
University Overview
- Received Full Academic Scholarship
Cochise CollegeDouglas, Arizona
Military Intelligence
Skills
Executive Level Consulting
Project & Program Management
Networking & Relationship Building
Strategic Corporate Planning
Talent Acquisition & Development
Territory Growth and Implementation Planning
Financial Analysis & Reporting
Competitive Market Assessments
Client Retention Strategies
Critical Thinking
Persuasive Communication
Crisis Management
Certification
Top Secret/Sensitive Compartmented Information (TS/SCI) Clearance
Timeline
Financial Wellness Leader
Truist Financial Corporation
07.2018 - Current
Workplace Financial Sales Consultant
PNC Financial
10.2014 - 07.2018
Agency Director
Liberty National Insurance
03.2012 - 10.2014
Team Leader
Alabama Army National Guard
07.2009 - Current
Top Secret/Sensitive Compartmented Information (TS/SCI) Clearance
07-2009
Auburn University At Montgomery
Physical Science
Cochise College
Military Intelligence