Becky Dayton

Becky Dayton

Regional Sales Manager

Followers of Becky Dayton724 followers
location of Becky DaytonCharlotte, North Carolina, United States

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  • Timeline

  • About me

    Senior Risk Advisor - Property and Casualty Insurance -Relation Insurance Services

  • Education

    • Western Carolina University

      -
      BACHELOR OF SCIENCE, B.S Cum Laude
    • Western Carolina University

      -
      MASTER OF ARTS; M.ED EDUCATION

      Masters Degree from Western Carolina University

  • Experience

    • Allison-Erwin Co.

      Jan 1985 - Jan 1993
      Regional Sales Manager

      responsible for Sales and marketing for a multi-state area for wholesale manufacturing. Developed marketing plans and conducted training seminars. Developed communication strategies and implemented TV and radio marketing.

    • Smith Barney

      Jan 1993 - Jan 1996
      REGISTERED REPRESENTATIVE

      NYSE/NASD General Securities Series 7 license; Series 63 Uniform State Exam Certification and Series 65 Investment Advisor Designation

    • DEAN WITTER, INC

      Jan 1996 - Jan 1997
      Registered Representative

      Retirement Planning Specialist Designation for marketing Retirement Planning, Qualified Plans, 401(k)s and IRAs.

    • CREDIT UNION NATIONAL ASSOCIATION (CUNA)

      Jan 1997 - Jan 1999
      Registered Representative

      responsible for Management, Sales and Marketing of financial products for nine branches; Doubled volume of financial products sold.

    • United Methodist Foundation of WNC, Inc

      Jan 1999 - Sept 2002
      Planned Giving Officer

      Developed, implemented and monitored Planned Giving program; increased endowment from 50 million to 85 million utilizing Charitable Remainder Trusts and Gift Annuities. Conducted public seminars to increase charitable giving. Developed investment policy for endowments. Professional liaison to attorneys and Financial Planners and all UMC churches in Western North Carolina.

    • American Cancer Society National Home Office

      Sept 2002 - Sept 2003
      Director Of Estate And Asset Services

      Organized series of seminars with local financial advisors to identify future prospects for planned giving. Networked with local financial planners, donors and their attorneys to establish a pipeline of charitable gifts and fundraising. Achieved National Performance Merit Award 2003 for surpassing annual goals.

    • American Cancer Society Southeast Division

      Sept 2003 - Sept 2004
      Director of Distinguished Giving

      Originated new corporate relationships to increase production, as well as raising community awareness and increasing corporate involvement for their employees. Liaison for major gifts donors for additional sources of funding. Coordinated services with Community Foundations and Individual Trusts for large blocks of assets.

    • American Cancer Society South Atlantic Division

      Sept 2004 - Aug 2009
      State Development Director, NC & SC

      Liaison and integration of function between Income and all other internal Departments. Monitor and report Income results to Executive Team and Board of Directors. Responsible for implementing and executing all income development and fundraising activities for multi state area. Served on NC/SC Management Team exceeding annual goals of $32 Million Dollars. Recipient of 2006 Board of Directors coveted "Outstanding Performance" award.

    • Aldersgate United Methodist Retirement Community

      Aug 2009 - Jan 2011
      Vice President of Financial Development

      Vice President of Financial Development reporting to the CEO and Board of Directors, responsible for all Annual Giving Programs, Planned Giving, Major Gifts, Capital Campaigns and Corporate Philanthropy. Implemented volunteer programs for community outreach and marketing.

    • Capital Quest, Inc

      Jan 2011 - Sept 2011
      Consultant

      Providing capital campaign counsel to non-profit organizations throughout the United States for Pre-Campaign Planning and Feasibility Studies to maximize successful results. Strategic Planning with Board of Directors and staff to raise awareness with donors and volunteers.

    • Red Ventures

      Sept 2011 - Oct 2013
      Master Level Sales Consultant

      Sales consultant - Licensed Insurance Agent appointed with Met Life, Safeco, Liberty Mutual, Hartford, Travelers, GMAC and Progressive in 35 states for Personal Lines for auto and home insurance. Served on Launch Team for Auto Division of HomeInsurance.com. Excellent customer relationship skills with attention to detail. Promoted to Senior Agent 2012 and Master Level Sales Agent in January 2013.

    • MetLife

      Jun 2014 - Aug 2016
      Sales Consultant

      Licensed Property and Casualty Agent; Selected for 2016 MetLife Leadership Conference for ranking in top 1% of all agents nationwide. Currently licensed in 50 states. Consistently surpassing sales goals, closing ratios, cross sales, Retention and Quality Analysis Metrics.

    • Relation Insurance Services

      Aug 2016 - now
      Senior Risk Advisor, Team Leader - Property and Casualty Insurance - Relation Insurance Services

      Corporate name change from Ascension Insurance to Relation Insurance Services, an independent Insurance Agency with 65 offices throughout the country.

    • Ascension Insurance

      Aug 2016 - now
      Property and Casualty Team Leader - Personal Lines

      Licensed Property and Casualty Insurance Agent marketing Personal lines for Auto, home, renters, and other types of insurance for one of the largest Independent Insurance Agencies Nationwide. Designated Team Leader for Agents for North and South Carolina, representing many top quality Insurance carriers.

  • Licenses & Certifications

    • Licensed Property and Casualty Insurance in 50 States