Donna Starr-Dauncey

Accomplishments

• Development and implementation of Talent Acquisition team to centralize recruiting for distribution.
• Led development of recruitment cycle and KPI's.
• Designed data collection and reports utilizing sharepoint.
• Research, analysis and implementation of applicant tracking system.
• Design, development and implementation of competency framework for Financial Advisors.
• Established productivity benchmarks for business development and recruiting to maximize operations.

Key Responsibilities

• Manage large-scale projects and introduce new systems, tools, and processes to achieve challenging objectives.
• Conduct performance evaluations, compensations and hiring to maintain appropriate staffing requirements and to build team of high performers.
• Identify cost improvement changes and cost savings plans to increase cross- department savings.
• Oversee design and development of leadership and business focused programs for Financial Advisors.
• Developed and maintain strong working relationships with executives, HR team, and hiring managers to foster partnerships that produce consistent results.
• Collaborate with hiring managers to determine job requirements and understand regional field needs delivering regular updates to hiring managers on recruitment activities and progress.
• Compile reports on recruiting activity to illustrate time-to-fill, cost-per-hire, and source of hire.
• Maintain applicant tracking system, tracking all job openings, applicants and interviewing activity.

Accomplishments

• Oversaw change in learning culture for distribution from face to face to virtual.
• Development and implementation of remote based instructional design and development team.
• Introduction of eLearning to organization.
• Design and facilitation of distribution leadership and coaching programs.
• Design and implementation of remote facilitation team.
• Assisted in purchase of LMS and implementation for field distribution

Key Responsibilities

• Designed and implemented development paths for Financial Advisors, Sales Associates and District Managers.
• Cross-trained existing employees to maximize team agility and performance.
• Conducted needs assessments to identify gaps in performance and develop targeted learning solutions.
• Maximized performance by monitoring daily activities and mentoring team members.
• Established performance goals for employees and provided feedback.
• Oversaw analysis and evaluation of training effectiveness and program outcomes.
• Spearheaded technology initiatives to support student learning.
• Oversaw design of course materials and supported implementation to improve organizational efficiency.
• Planned and monitored implementation of technology-based learning programs.
• Directed development of assessments and user polls to evaluate course effectiveness.
• Facilitated virtual, in-person and blended leadership sessions.
• Developed job-specific competencies and performance standards.
• Utilized variety of instructional design methodologies to create effective learning experiences.
• Oversaw design and delivery of web-based, self-directed learning materials.

Accomplishments

• Implemented instructional design concepts and adult learning principles.
• Centralized training and implemented national calendar.
• Designed and implemented blended learning programs meant for cross functional teams.
• Spearheaded design and implementation of multiple training courses to establish successful onboarding of new employees.
• Introduced training needs analysis and identifying difference between training and communication needs.

Key Responsibilities

• Collaborated with other departments to align training programs with organizational goals and objectives.
• Monitored and evaluated training performance to determine quality and cohesiveness.
• Communicated all learning and performance objectives, schedules, and training assessments to upper management.
• Organized and edited training manuals, multimedia visual aids, and other educational materials.
• Development of employee assessments to measure training value.
• Alternated training methods to diversify instruction, strengthen learning opportunities, and enhance program success.
• Conducted research and analysis of learning needs of employees to develop targeted training programs.

Accomplishments

• Designed, developed and implemented centralized and consistent training curriculum
• Designed, hired and implemented training team of facilitators and instructional designers
• Designed and implemented training contact center
• Implemented side by side coaching to support trainee once training completed.

Key Responsibilities

• Built highly productive teams through team building, clear communication and ongoing coaching.
• Established sales objectives by forecasting and developing annual sales quotas.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Defined clear targets and objectives and communicated to other team members.
• Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.

• Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
• Led team members to confirm compliance with set procedures and quality requirements.
• Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
• Promoted high standards through personal example to help each member understand expected behaviors and standards.
• Conducted orientation sessions to assess skill levels and areas of strength and weakness.
• Leveraged knowledge of company insurance products and advanced sales skills to train and guide new Licensed Insurance Representatives.

• Generated quotes and proposals for clients to match individual needs.
• Provided comprehensive product knowledge and guidance to help clients on product selection.
• Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
• Educated clients on insurance policies and procedures.
• Calculated premiums and established payment methods for sales.
• Evaluated competitors' products and services to gain competitive advantage.