Chris Evans
Team Building | Operational Excellence | Business Development | Client Experience | Strategic Planning & Execution | Business Technologist | Analytics & Insights
- Role
- Director of Future Client Development at Allworth Financial
- Location
- Sacramento, CA, US
- LinkedIn followers
- 500 followers
Experience
Director of Future Client Development
Oct 2018 — Present · Sacramento, CA, US
Serving households, Allworth Financial is one of the fastest-growing firms in the nation. Founded in 1993, Allworth specializes in comprehensive retirement planning and delivering straightforward financial guidance so people can live rich and meaningful lives. Our team explores the unique goals and priorities of potential clients to determine if Allworth is the right firm for them. Our goal is to connect people with the ideal financial advisor and support them throughout their future client journey until they ultimately come aboard.
Skills
- Account Management
- Sales
- Program Development
- Team Building
- Management
- Business Development
- Call Centers
- Security Management
- Business Process Improvement
- Cold Calling
- Business Process
- Sales Management
- Lead Generation
- Leadership
- Start-Ups
- Outsourcing
- Training
- Customer Satisfaction
- New Business Development
- Workforce Management
- Insurance
- Time Management
- Performance Management
- Crm
- Coaching
- Contact Centers
- Email Marketing
- Analysis
- Sales Operations
- Customer Retention
- Customer Service
- Recruiting
- Marketing
- Team Management
- Customer Relationship Management (Crm)
- Marketing Strategy
- Process Improvement
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