Timothy Moore
Sales Manager
Denver,NC
Summary
Experienced with leading sales teams to achieve significant revenue growth and customer acquisition. Utilizes strategic planning and effective communication to guide teams and meet targets. Track record of fostering strong client relationships and adapting to dynamic market conditions for sustained success.
Overview
25
25
years of professional experience
1
1
Series 24 license
1
1
Series 66 license
1
1
Series 7 License
1
1
Series 63 License
Work History
Sales Manager
Retail Sales Group, Vanguard Group
03.2020 - Current
- Lead the Book of Business Strategy initiative to improve client follow-up and advice opportunities, resulting in measurable increases in asset consolidation.
- Designed and executed Sales Culture Competitions to boost engagement and sales metrics, sustaining performance above prior benchmarks.
- Spearheaded the Central Supervision partnership, reducing risk and enhancing client protection across segments.
- Coached teams to deliver personalized advice and value in every client interaction, increasing advice leads and total assets consolidated
- Created RSG Sales Coaching Playbook for book of business strategy to improve client follow up and sales funnel interaction
Sales Manager, Small Business Retirement Solutions
Vanguard Group
10.2017 - 03.2020
- Led efforts to create a world class client experience through effective book of business management and selling additional products/services
- Created and led initiatives to enhance client experience through consultative sales model
- Promoted brand to hire for multiple sites and drive high demand for potential candidates
- Completed Lean Lab and Sustain initiatives in New Ways of Working
- Successfully led multiple teams in NC and PA for 6 months
Team Leader, Integrated Client Services
Vanguard Group
09.2013 - 10.2017
- Led Hiring, Training and Licensing for ICS to ensure crew are successfully trained to meet client’s needs and support business partners
- Led efforts to create ICS Dual Touch Report to ensure risk and compliance oversight was completed for brokerage transactions
- Recognized for leadership efforts with 4 Spot Awards in the last 3 years
Sales Consultant, Business Development Group
Vanguard Group
11.2007 - 08.2013
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Evaluate/Coach employee interactions with clients to improve client interactions and efficient money movement to higher standards
- Created Call Coaching playbook for BDG Concierge Services
- Earned Sales Excellence Award in 2012 for Top Investment Consultant for all 3 sites
- Participated on BDG Marketing Council, United Way Season of Caring, United Way Campaign, and Building Captain for Second Harvest Food Drive
Sales Manager
HSBC Mortgage
04.2004 - 11.2007
- Trained and developed senior account executives while maintaining human resource management including interview process, hiring and all necessary disciplinary actions
- Responsible for achieving branch goals through internal and external marketing of loan products
- Increased account executives’ pipeline production through effective streamline processes
- Recognized for most improved business results in Southeast and ranked in as one of the Top 5 offices within 800 locations in the United States
- Received semi-annual President’s Council Awards, District Leader of the Month Awards and Atlantic Coast Champions Award
Branch Manager
Enterprise Rent a Car
10.2000 - 04.2004
- Trained and developed sales executives to exceed customer satisfaction while up-selling optional products
- Marketed for new corporate opportunities while maintaining strong business to business relationships
- Developed sales techniques to increase branch profitability using product knowledge and corporate events
- Led sales team and business management while implementing human resource procedures to maintain a positive workplace environment
Education
Bachelors of Science - Business Management with Honors
University of Phoenix
Charlotte, NC01.2010
Associates in Arts - Business Administration
College of the Lowcountry
Beaufort, SC01.1999
Skills
- Sales team training
- Consultative sales
- Pipeline management
- Client relationship management
- Goals and performance
- Risk mitigation
- Product knowledge
- Sales strategy development
- Performance management
- Sales operations
Accomplishments
2020 Vanguard Diversity Leadership Champion
Multiple Year Vanguard Sales Champion Award recipient
2005-2007 HSBC Top 5 Mortgage Lending Sales Executive Award
Certification
Series 24, 66. 63, and 7
Timeline
Sales Manager
Retail Sales Group, Vanguard Group
03.2020 - Current
Sales Manager, Small Business Retirement Solutions
Vanguard Group
10.2017 - 03.2020
Team Leader, Integrated Client Services
Vanguard Group
09.2013 - 10.2017
Sales Consultant, Business Development Group
Vanguard Group
11.2007 - 08.2013
Sales Manager
HSBC Mortgage
04.2004 - 11.2007
Branch Manager
Enterprise Rent a Car
10.2000 - 04.2004
Associates in Arts - Business Administration
College of the Lowcountry
Bachelors of Science - Business Management with Honors
University of Phoenix
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