Kelvin Clanton, MBA, RCC

Experience

• 

  Barrio Tapas

  Feb 2010 - Jun 2012

  Server
• 

  Cardinal Transportation Ltd.

  Jun 2012 - now

  Chauffeur driver
• 

  American Exercise and Fitness Professional Association Inc.

  Jan 2013 - Jan 2015

  Personal Trainer
• 

  Nationwide Financial

  Mar 2016 - now

  • Lead a dynamic team in scheduling appointments for Annuity wholesalers, ensuring optimal coverage and efficient use of resources.• Implemented streamlined scheduling procedures, resulting in a 26% increase in appointment bookings.• Collaborated with sales teams to develop strategies for targeting key financial professionals and maximizing sales opportunities.• Develops and maintains effective relationships with related departments, including operations, sales field management, plan administrators, marketing, external wholesalers, executives, and general counsel.• Monitor team performance and provide ongoing coaching and training to enhance productivity and customer satisfaction.• Provide advice to other areas, and partner with them to evaluate and implement modifications to existing processes. Show less -Executed the scheduling of appointments for Annuity wholesalers, maintaining high level of accuracy and attention to detail.-Coordinated with internal and external stakeholders to align schedules and prioritize appointments based on strategic objectives.-Utilized CRM systems (Salesforce) to track and analyze appointment data, identifying areas for improvement and implementing solutions.-Fostered positive relationships with financial professionals, addressing inquiries and ensuring a smooth appointment scheduling process. Show less

  • Supervisor

    Feb 2022 - now

  • Team Lead Manager

    Oct 2018 - Feb 2022

  • Sr Annalyst- MSA Coordinator

    Jan 2018 - Oct 2018

  • Territory Manager Representative

    Mar 2016 - Jan 2018