
Tony Francis
Branch Manager

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About me
Planning Consultant @ Fidelity Investments
Education

Loyola Marymount University
2010 - 2014Bachelor of Business Administration (B.B.A.) Entrepreneurial and Small Business OperationsActivities and Societies: Magis Service Organization Relevant Courses:Globalization, Marketing, Accounting, Business Law, Entrepreneurship, Finance, and Economics
Experience

Collegiate Entrepreneurs
Nov 2011 - Sept 2012Branch Manager- Managed a profitable branch of a painting company producing $15,000 of business in 5 months- Improved sales closing rate by over 15% by perfecting objection handling techniques - Grew awareness with a marketing campaign of direct selling and promotional materials• Trained and managed a painting crew of 3 employees successfully completing 10 jobs• Built a positive reputation as evidenced by customer testimonials and recognition for quality services

Toyota North America
May 2013 - Jul 2024- Develop and implement monthly product incentive programs for the Midwest Region, tailored to enhance the sales of key products and expedite turnover.- Design and oversee engaging sales contests across 112 dealerships, focusing on boosting customer satisfaction and increasing sales.- Manage budgets comprising of an $8 million incentive fund for driving product sales and a $4 million regional budget for activities that significantly contribute to the region's annual goals.- Utilize in-depth market analysis to tailor vehicle incentives, addressing specific regional needs in Illinois, Indiana, Minnesota, and Wisconsin, thereby enhancing Toyota’s competitive stance in crucial market segments. Show less - Coached a team of dispute resolution analysts to resolve client disputes, uphold high customer satisfaction, and improve client relationships by using efficient problem-solving techniques.- Collaborated with executives from 63 dealerships to reduce employee turnover, impacting 2,500 employees, by implementing engagement surveys, introducing peer recognition software, and implementing career planning programs.- Directed a 15-member team to conduct a workshop on recruiting, retaining, and nurturing a diverse workforce for high-performing dealerships, collaborating with industry experts to develop and share actionable strategies.- Executed a successful retention strategy by mobilizing 10 district managers to train 112 dealerships on retention products, increasing contract sales by 171% YOY, and adding 11,700 new clients Show less - Collaborated with executive teams at 43 dealerships, providing strategic consultation to boost their operational and financial efficiency, which involved managing the wholesale of new vehicles and accessories to optimize sales and profitability.- Recognized as National Field Traveler of the Year in both 2019 and 2020 for contributions to profit growth, customer retention, and strengthening dealership relationships.- Managed and oversaw the implementation of Toyota's SmartPath digital retailing tool in major Chicagoland dealerships to ensure improved customer transparency and process improvement in the overall purchasing process.- Championed Toyota's accessory software, resulting in a significant 103%boost in accessory sales and a $7.2 million revenue increase for Toyota in 2021. Show less - Provided executive teams at 31 dealerships with consultations on effective procedures for the parts and service departments to enhance customer satisfaction and boost revenue by expanding the wholesale of Toyota Genuine Parts.- Analyzed the parts inventories to find areas of excess, obsolescence, or shortage and advised dealers on the best inventory profiles and necessary corrective measures.- Focused on growing parts business through the wholesale channel, utilizing Toyota wholesale tools to guide dealers on generating new wholesale business.- Collaborated with Mungenast Toyota to enhance community engagement by organizing the inaugural Auto Maintenance Merit Badge Day for nearby Boy Scout groups, allowing over 50 Scouts to obtain the Auto Maintenance Merit Badge. Show less
Vehicle Marketing Manager
Oct 2022 - Jul 2024Customer First Manager
Jan 2022 - Oct 2022District Manager
May 2017 - Jan 2022District Service and Parts Manager
Jan 2015 - May 2017Manager Trainee - Sales Department
Jul 2014 - Jan 2015Customer Relations Intern
May 2013 - Jul 2014

Fidelity Investments
Sept 2024 - nowPlanning Consultant
Mar 2025 - nowFinancial Representative
Sept 2024 - Mar 2025
Licenses & Certifications

Series 63
NASAANov 2024
Securities Industry Essentials (SIE)
FINRAOct 2024
Series 65
NASAAMay 2024
Series 7
FINRANov 2024
Volunteer Experience
Tutor
Issued by Verbum Dei High School on Aug 2013
Associated with Tony Francis
Languages
- enEnglish
- maMalayalam
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