Devon Financial Partners mission is to be known as the premier provider of protection & wealth accumulation products. Our unique collaboration and extensive training programs help our Financial Representatives meet client’s individual needs with a personalized financial strategy.
Our office in Wayne, PA opened in 2007. We have created an office where learning and teamwork are crucial for success. Our Financial Representatives are dedicated to help meet your financial goals and needs with professionalism and care.
I own the end-to-end recruitment process which includes: cold and warm sourcing, selection, due diligence, licensing/registration, background checks, administering tests and/or indicators, appointments and on-boarding.
If you are interested in a career as a Financial Representative or know someone that is please feel free to send your resume to firstname.lastname@example.org.
July 2011 – December 2011 (6 months)Media, PA
Met deadlines in filling positions for clients with short notice by utilizing internal database, resources and personal network. Collaborate with clients to develop hiring profile: assessing job descriptions, source for applicants, and match the qualified candidate. Execute effective recruiting/sourcing for candidates by performing phone and in-person interviews and maintaining the candidate’s profile within database. Navigate and update in-house database of candidate and client information. Conducted full candidate hiring process.
Spearheaded new business initiative, researching potential clients and their needs, making appointments and spending time traveling (locally).
Director of Sales (Consultant)
January 2011 – July 2011 (7 months)
Responsible for domestic sales for third party stock administration outsourcing company. Report directly to co-founders. Build and maintain critical relationships with brokers around the United States that partner with our firm due to our business model. Handle presentations and demos. Write and present proposals, negotiate final terms through contract stage and take client through initial implementation kick-off call.
Director, Engagement Services (Consultant)
April 2009 – January 2011 (1 year 10 months)
Experienced project manager for software division. Ability to interact effectively with developers to understand qualitatively the nature of the tasks, the roadblocks, and be able to gauge whether tasks are on schedule. Ability to schedule resources across multiple projects effectively. Responsible for raising early warnings of slippage based on independent analysis. Initially hired on and responsible for growing domestic sales for web-based software platform. Specifically hired to launch a campaign to develop new avenues of business for the roll out of the third party stock administration outsourcing division utilizing my previous experience and name recognition. Building Plan Management’s brand and establishing Plan Management as a leader in the equity compensation industry. Cultivating industry relationships.Responsible for collateral material development. Web site creation and content and focus group arrangement and management.
2007 – 2009 (2 years)
Responsible for domestic sales for Global third party stock administration outsourcing company. Report directly to CEO. Built and maintained critical relationships with brokers around the United States that partner with our firm due to our business model. Handle presentations and demos either via WebEx or travel. Write and present proposals, negotiate final terms through contract stage and take client through initial implementation kick-off call.
National Sales Manager
2004 – 2007 (3 years)
Recruited to assist in design, development, launch and sales of new stock administration record keeping software. Spearheaded QA and documentation efforts for this new product while conducting focus groups and maintaining a pre-sales pipeline. Target market was brokerage firms, transfer agents, small third party providers and companies.
Laurus Executive Services Inc.
February 1997 – February 2003 (6 years 1 month)
Initially built a successful book of business specifically directed towards the stock administration and financial industries. Provide direct hire and temporary placement assistance for corporate clients covering all positions within all industries. Provide customer service and quarterly QA meetings and online surveys. Maintain accounts for high net worth, high profile businesses. Review new business developments, and strategies for sales penetration of East and West Coast territory. Average 12-15 new business meetings on a monthly basis, some consisting of offsite personal appointments and conference or web related demonstrations. 75 cold calls weekly, close a minimum of two new accounts each quarter. Target markets; Director of Human Resources, CFO level and above, close interaction with Executives and appointed contact personnel. Responsible for closure of all new business accounts. Responsible for all contract negotiations and acceptable contract changes, acting as liaison for corporate counsel. Worked closely with and developed strong third party vendor relationships for networking and referral opportunities. Recruited by telephone or referral, interviewed, tested and screened all potential candidates. Set up interviews with clients and chosen candidate pool, remained in the entire process of job offer, acceptance and start date. Continued relationships with candidates placed. Founder of company. Named one of the top 50 women owned businesses in Silicon Valley by NAWBO.
Director of Operations
1993 – 1997 (4 years)
Directly Responsible for the processing and running of the call center for the largest producer for Smith Barney and his Stock Option business. Handling all of his company transactions, issuing payments, stock certificates and transfers. Managed in excess of 25 employees including complete hiring and termination process, when necessary. Worked closely with Sr. management to streamline processes. Direct contact with C level personnel.