William G Fleming Jr
Clarks Summit,PA
Summary
To use my 16 years of financial services and customer services experience to acquire a new position in health care, financial or customer service. I take pride on giving great customer service interaction and satisfaction. I love to find the solution for Clients as well as making calls daily and emails to find new clients and networking to create new clients as well. I am actively seeking a position in which my skill set can be used in a growth-oriented organization.
Overview
18
18
years of professional experience
4
4
years of post-secondary education
Work History
Team Manager
Bank Of America
01.2019 - Current
- Of 15 customer services representatives
- Managing High Net worth Clients
- Worked with the Top 5% of Bofa Clients
- Finding clients, the best financial solution
- Balance transfer, Direct Deposit, Home mortgage services and investment opportunity
- Top Performer Award for finding solutions for our clients and Top Performer award for Client satisfaction with over 100 plus surveys at 10/10
- Sent personalized emails to 30-50 per day
- 30-60 Incoming and outgoing calls daily
- Daily calls with business owners, C-Suite decision makers about new solutions
- Averaged 3 per day
- Customer service team champion (representing our team for the best customer services)
- Customer Services Trainer (Teaching new hires the fundamentals of good customer services).
Workplace Specialist, Manager
MassMutual Life, Workplace HR Solutions
Eastern PA
01.2017 - 01.2019
- Extensive knowledge, passion and experience working with HR departments, public sectors, non-profits, financial services, C level executives in sales and consulting
- Biding companies with the successful implementation of Workplace HR Benefit Solutions
- Designed and implemented group benefit plans including, ancillary and supplemental solutions
- Designed and enrolled employees into HSA 401K,
- Consulted HR departments in sourcing payroll, HR, compliance, and technology integration
- Built Eastern PA general offices from last place to 8th in company of 400 agencies
- In workplace sales
- (Group Insurance and benefit planning)
- Directing agency career financial advisers and brokerage agents in Eastern PA
- Recruited broker agencies
- Contracted offices in Pennsylvania with13 new general agency broker agreements in first two years
- Hired, trained advisors and agent brokers in worksite sales programs while creating workplace teams within the company
- Designing and managing sales for 130 career agents in Workplace Sales
- Implementing and creating mutually beneficial partnerships with third-party benefit and enrollment companies
- Integration of benefit platforms with existing companies and customizing new companies' employee benefit structures within firms of 10 to 2,000 employees.
Financial Consultant / Advisor
New York Life
Workplace Regional Manager
Scranton
01.2012 - 01.2017
- Managed large group of agents that sold group benefits, voluntary benefits, financial-retirement planning, buy-sell agreements, 401K:403B retirement planning to small and large corporations and C level executives
- Municipalities, county governments, and manufacturing companies
- Company sizes from 50 to 2,000 employees
- Assisted Managing Partner in training and motivating agents on a success path to exceeding their personal and professional sales and growth goals which included 3 top-level Presidential Award winners, 6 Conference Award producers, and 3 Presidents level Award recipients; all with no prior insurance sales experience.
Regional Sales Manager
Note Fragrances, Inc
Scranton
01.2005 - 01.2012
- Started career in distribution and was quickly promoted to the call center management
- Advanced to sales representative and was promoted to Regional Sales Manager
- Worked directly with the CEO on all sales and marketing goals
- Managed broker and manufacturing contracts to reduce costs, transit times and secure long-term fixed pricing
- Managed outbound call center of 6 people to solicit new customers, maintain positive customer relations and troubleshoot customer issues
- Increased company revenue by 18% year over year while consistently meeting sales and client quotas each quarter.
Education
High School Diploma -
Abington Heights High School
09.1999 - 01.2003
Business Administration
Keystone College
01.2004 - 01.2005
Skills
Sales expertise
Additional Information
- U of Michigan cyber security Studying to take my CompTia A+ , Network+, Cloud+, Security
Timeline
Team Manager
Bank Of America
01.2019 - Current
Eastern PA
01.2017 - 01.2019
Workplace Regional Manager
01.2012 - 01.2017
Regional Sales Manager
Note Fragrances, Inc
01.2005 - 01.2012
Business Administration
Keystone College
01.2004 - 01.2005
High School Diploma -
Abington Heights High School
09.1999 - 01.2003
Workplace Specialist, Manager
MassMutual Life, Workplace HR Solutions
Financial Consultant / Advisor
New York Life
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