Hans-Jorg W. Dochtermann
Financial Services Professional @New York Life
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WORK HISTORY
Financial Services Professional @New York Life
Raleigh-Durham, NC, US
Registered Representative offering securities products and services through NYLIFE Securities LLC. Agent licensed to sell insurance through New York Life Insurance Company.• Selected for Management Fast Track Program for placement at the Partner-level.• Exceeded first (full) year sales goals by 20% with customer retention of 100% over first 36 months in customer-facing role. Three-time New Organization Agent of the Month.• Utilized Salesforce best practices to manage prospecting, marketing, and customer engagement.
EDUCATION
Norwich University
Bachelor of Arts - BA
Webster University
M.A.
Norwich University
Bachelor of Arts - BA
Duke University - The Fuqua School of Business
Master of Business Administration - MBA
Webster University
Master of Arts - MA
U.S. Army Command and General Staff College
Operations Leadership, Management and Strategy
ABOUT HANS-JORG W. DOCHTERMANN
I lead operations with a focus on execution, accountability, and doing right by the…
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