Tricia Yager
Jacksonville
Summary
Self-motivated professional looking to step into the next opportunity for growth. Coachable, team-oriented and enthusiastic about using skills to boost sales and support company success. Remarkable interpersonal and communication skills with a history of thriving in competitive environments.
Overview
11
11
years of professional experience
Work History
Investment Solutions Representative III
Fidelity Investments
07.2023 - Current
- Conducted one-on-one appointments to support clients by providing financial planning & investment solutions to meet their personalized needs now and in the future
- Built relationships with clients on a daily basis by demonstrating effective communication and interpersonal skills combined with financial product and industry knowledge
- Acquired and developed business through consistently using Fidelity's Relationship Model combined with my own sales expertise
- Maintained metrics above national averages
- Utilized a streamlined Salesforce process for managing and tracking business
Investment Solutions Representative I & II
Fidelity
08.2021 - 06.2023
- Followed a consistent process using open-ended questions to drive the acquisition and development of clients’ assets through inbound and outbound interactions
- Utilized guidance tools to provide investment direction to clients based on discussions around their goals, time horizon, risk tolerance, investment preferences and other factors
- Discussed various aspects of the financial industry including market trends, general investing concepts, strategy and the many products Fidelity has to offer
- Collaborated with business partners to ensure every client is set up for success to use Fidelity’s research tools, trading platforms, educational resources and receive guidance as it pertains to them and their individual goals
- Tracked business using a combination of tools; including but not limited to Excel, Salesforce, SSC, LCR and Performance Insights.
- Specialized in Fixed Income products and built personalized bond portfolios/ladders for clients based on their needs and goals
Sales Consultant
Rebath
01.2020 - 07.2021
- Used opened ended questions to help each client discover for themselves whether ReBath's solution is best for them; ultimately driving sales, referrals and returning clients
- Built relationships with clients to promote lasting business growth
- Delivered product demonstrations customized to each client and their specific needs
- Coached other sales reps towards success by teaching skills, attitudes and tactics that improved their sales significantly
Sales Consultant
Transform Home Improvements
10.2018 - 12.2019
- Measured/diagrammed client's existing kitchens and bathrooms as well as worked with each client to design beautiful new remodels for their homes
- Closed through asking the right questions, building value and educating each customer
- Collaborated with various lenders to get each customer qualified with payment plan that fit their budget, as well as walked clients through all company contracts, permit applications & Notice of Commencements & processed initial payment
- Generated leads through referrals, social media and marketing in SAM's stores.
Bartender
Cooper's Hawk Winery And Restaurant
02.2016 - 09.2018
- Bartended, sold Wine Clubs and built relationships with guests; who then become regulars and brought in new business
- Supervised bar serving staff and other bartenders.
Server
Olive Garden
01.2014 - 01.2016
- Served tables and delivered overall positive experience to every guest.
Education
Associate of Arts - Graphic Design
Saint Charles Community College
Saint Louis, MO01.2015
Skills
- Interpersonal Communication
- Sales Expertise
- Leadership
- Customer Relations
- Persuasion
- Presentations/Demonstrations
- Education
- Acquisition & Development
Timeline
Investment Solutions Representative III
Fidelity Investments
07.2023 - Current
Investment Solutions Representative I & II
Fidelity
08.2021 - 06.2023
Sales Consultant
Rebath
01.2020 - 07.2021
Sales Consultant
Transform Home Improvements
10.2018 - 12.2019
Bartender
Cooper's Hawk Winery And Restaurant
02.2016 - 09.2018
Server
Olive Garden
01.2014 - 01.2016
Associate of Arts - Graphic Design
Saint Charles Community College
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