Nicole Yates
Regional Vice President, Relationship Management @Voya Financial
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WORK HISTORY
Regional Vice President, Relationship Management @Voya Financial
EDUCATION
Colorado State University Global
Bachelor's degree, Business Administration and Management, General
Pikes Peak State College
Associate of Arts (A.A.), Psychology
ABOUT NICOLE YATES
I am an experienced financial representative with 13+ years experience in account management, relationship management, team management, investment, and financial planning. Proven track record of success in maintaining and enhancing relationships within the institutional, retirement/401K, and retail businesses. Demonstrated ability to influence and negotiate. FINRA 7, 63, 6In my role as a Relationship Manager I work with plan sponsors assisting with their 401K needs. I deliver presentations to key decision makers, plan administrators, and TPAs to enhance the relationship, showcase the benefits of the product, and help to mitigate and resolve plan challenges. I build internal relationships with sales and system engineers with a mutual goal of creating an improved and bespoke client experience.
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