Cody Taymore

Experience

• 

  GLP Financial Group

  Feb 2014 - Feb 2018

  Financial Advisor & National Sales Trainer

  • Managed 4 state territories (MI, TX, CA, and FL) and trained 45+ sales professionals.• Developed and executed sales strategies to drive business in new and existing markets.• Created a new sales process to make it easier to comprehend for all new hires.• Conducted orientation for new sales representatives to explain the sales process, develop individual coaching plans, provide resources and assistance.• Determined training needs by traveling with sales representatives, observing sales encounters, studying sales results reports, and conferring with sales managers.➢ Accomplishments✓ Selected by management to train 3-4 sales representatives per month due to sales success in the field. ✓ Secured over 250+ new clients in the assigned territory from zero clients to start.✓ Successfully grew a new territory in CA by adding 15 new hires and 350+ customers.✓ Offered National Sales Trainer role after 2 years of service.• Contacted old accounts and revitalized business relationships to recapture revenue.• Worked with school administrators and staff members on their benefits through the state retirement system.• Conducted 8-10 seminars a month in public schools, with each meeting having 30-100 staff members.• Scheduled individual follow-up appointments with staff members to sell the best investment solution.• On individual appointments, persuaded individuals to save money into a 403b plan to supplement theirretirement income.• Built and serviced over 300 new clients from zero clients to start.• Received the Presidents Club award through Voya Financial being 1 of the top 5 sales representatives in the country due to outstanding sales performance. Show less

• 

  Fidelity Investments

  Aug 2018 - Apr 2023

  • Developed and worked a pipeline of potential customers within the existing base and growth from new high-potential prospects by making 50+ cold calls and emailing daily.• Reviewed client accounts consistently to determine if any adjustments were needed to keep them on track to achieve their goals.• Developed, updated, and maintained customer-specific sales presentations.• Identified relationships with key vendors and external partners to help attract and close new business.• Partnered with management team departments and executives to communicate changes or shifts in the market and provide reports to clients.➢ Accomplishments✓ Secured over 500 high-net-worth clients from zero clients to start.✓ Successfully closed approximately 60 million dollars in managed money solutions and 55 million in newfinancial flows in 2021 and 2022, consecutively leading the Troy, MI office.✓ 1 of 5 recognized as a National Achiever in 2021 and 2022 out of the Troy, MI office.✓ Coached and mentored 5+ new consultants, enhancing their skills and contributing to their success. Show less • Made approximately 50-60 outbound calls daily with a goal of 20-25 scheduled weekly client appointments.• Met with clients to offer and implement the most optimal strategy to align with their goals.• Managed Salesforce pipeline to ensure a consistent process for closing business.• Oversaw multiple portfolios with diligent attention and continual analysis of economic trends.➢ Accomplishments✓ Ranked 1st in sales out of 19 states in the Central South Region for two consecutive quarters (2nd in U.S.) ✓ Generated 12 million dollars in business within the first quarter in the new role. Show less

  • Financial Consultant

    Mar 2020 - Apr 2023

  • Investment Consultant

    Sept 2019 - Mar 2020

  • Financial Representative

    Aug 2018 - Aug 2019
• 

  PWCampbell

  Dec 2023 - now

  Regional Vice President

  •PWCampbell specializes in crafting tailored design-build solutions for financial institutions, with a focus on enhancing the branch experience. From constructing new facilities to renovating existing branches, we offer comprehensive services that encompass innovative branding, cutting-edge technology integration, and strategic space planning. Our expertise lies in creating dynamic environments that not only reflect our clients' unique identities but also optimize functionality and foster meaningful customer interactions. With a commitment to delivering exceptional results, PWCampbell stands as a trusted partner in transforming the landscape of banking environments.•Responsible for driving sales across the Michigan, Ohio, and Indiana territories, promoting our cutting-edge Design/Build, Branding, and SAAS digital signage technology tailored for financial institutions.•Regularly participate in state and national League conventions, actively engaging with industry professionals to build relationships and advocate for participation in industry activities. Proactively establish and nurture vendor referral relationships, hosting clients, prospects, and vendors to uncover new opportunities.•Conduct comprehensive job site visits during construction phases, delivering compelling sales proposals and presentations to C-level executives and board members. Provide ongoing support to Project Managers throughout construction projects and contribute to demographic reports, site selection, and break-even analyses to justify new market costs to clients.•PWCampbell stands as an industry leader in design, construction, and digital technology solutions for community, regional banks, and credit unions across the Mid-Atlantic. With over 110 years of experience spanning four generations, we uphold a legacy of superior quality and innovation. Show less