Jacqlyn Baughman
Charlotte
Summary
Confident, ambitious and capable professional with years of dynamic career experience. Seeking a key accounts role that will allow for professional growth and development. Adept at working under pressure to achieve company goals, both independently and in team environments. Earned consistent promotions due to innate ability to lead others by example due to forward thinking.
Overview
10
10
years of professional experience
Work History
Internal Wholesaler
Equitable
01.2024 - Current
- Drive new business and maintain current business by engaging financial advisors, identify sales opportunities at firms and positioning suitable product solutions
- Strengthen advisor relationships through regular outreach, product education
- Collaborate with wholesaler to develop territory strategies execute campaigns and maximize advisor engagement
Supervisor
Paychex Inc.
01.2022 - 01.2024
- Oversee the firms Quality Assurance Team, comprised of 19 individuals across the U.S.
- Increased the quality score from 87% to 98%; achieving goal of 96% within 4 months and consistently maintain 98% there after
- Act in a trusted role within the Mentorship Program at local site to coach and counsel three mentees; along with planning meetings for the entire program
Supervisor 2
FIS Global
01.2019 - 01.2022
- Modernized quality assessment by shifting it towards a customer-focused quality assurance (QA) system; grew the QA score from 91% to an impressive 98% during this time
- Spearheaded attendance tracking and management transformation by implementing a point-based system, a change endorsed by HR and Directors that has since been adopted across the entire Call Center
- Helped the team consistently achieve top rankings in KPIs including attendance, QA scores, calls answered and average handling time (AHT) for seven consecutive months; additionally, secured the top metrics position
- Holding client meetings due to escalations from clients and resolved issues by updating policies and procedures
Head of Training
FIS Global
01.2018 - 01.2019
- Launched the opening of new site and incorporated company policy and procedures
- Served as lead trainer revising the corporate training curriculum, this revitalized process was adopted by multiple lines of business within our organization
- Retention was of new hires was increased 97%
Sales Consultant
FedBiz Access
01.2016 - 01.2018
- Achieved top sales consultant within three months and awarded Rookie of the Year award
- Highest grossing sales volume for two consecutive quarters
- Overall sales in top 10% two years in a row
Education
Bachelor’s Degree - Sports Management and Criminal Justice - Law
California University of Pennsylvania
Skills
- Leadership
- Relationship Building
- Supervision
- Teamwork
- Problem Solving
- Time Management
- Organization
- Communication
- Strong Work Ethic
- Critical Thinking
- Strategic Planning
Websites
Timeline
Internal Wholesaler
Equitable
01.2024 - Current
Supervisor
Paychex Inc.
01.2022 - 01.2024
Supervisor 2
FIS Global
01.2019 - 01.2022
Head of Training
FIS Global
01.2018 - 01.2019
Sales Consultant
FedBiz Access
01.2016 - 01.2018
Bachelor’s Degree - Sports Management and Criminal Justice - Law
California University of Pennsylvania