Alice Payan-Jones

FAQ About Alice Payan-Jones

• What is Alice Payan-Jones's address?

  Alice Payan-Jones is located at
  Bellevue, Nebraska, United States

• What is Alice Payan-Jones's job title?

  Alice Payan-Jones is a
  I am an investment wholesale sales professional with experience with financial services and wealth management products. I’m known for my tireless commitment and diligent research, strategic management, and a keen eye for detail in providing advice financial advisors can use to help them create models and meld strategies for their clients’ portfolios. My ability to lead sales territories, create plans for national growth, and devise strategies to implement them have resulted in consistent sales success for organizations and clients throughout my career. I am enthusiastic about innovative ideas, exploring new ways of doing things. I’m ambitious and love to always be on the move. I approach goals and tasks with high energy and am an active promoter of team and organizational goals. I’ve utilized my extensive experience building relationships to drive new business and creating lasting partnerships with financial advisors, and other stakeholders serving clients in their investment and wealth management goals. I am always looking for ways to add value, ensuring that everyone can benefit from the outcomes. I served in the US Navy from 1999 to 2021. During my military career, I deployed several times, including the Al Anbar province of Iraq with the Navy Seabees, Africa Command Exercise Planning & Training, and played a pivotal role in the submarine rescue efforts in Chile. 𝐊𝐞𝐲 𝐒𝐤𝐢𝐥𝐥𝐬 𝐚𝐧𝐝 𝐂𝐨𝐦𝐩𝐞𝐧𝐭𝐞𝐧𝐜𝐢𝐞𝐬 - Leadership and Management - Collaboration and Communication - Financial Analysis - Wealth Management Products - Business Strategy - Relationship Building - Prospecting New Business - Adaptability and Flexibility - Organizational Advocate - Persuasive and Influential - Skilled document, proposal, and briefing developer and editor 𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬: - Brought in new relationships and optimized service to existing customers to boosted revenue to 2.5B - Achieved capital raise up bringing territory from 50,000 to 750,000 in 3 months - Ranked #1 in the West and #2 nationally for business development results My career contribution has positively impacted business revenue and profitability by combining my skill in adeptly delivering financial advisors with a comprehensive understanding of financial strategies and products (mutual funds, ETSs, separate accounts) and platform technology with my ability to immediately establish connection and rapport that results in long-standing relationships. Please contact me at [email protected] to find out how I might contribute and add value to your organization. Orion Advisor Solutions

• What industry does Alice Payan-Jones currently work in?

  Alice Payan-Jones currently works in the
  Orion Advisor Solutions

• What is Alice Payan-Jones's area of expertise?

  Alice Payan-Jones specializes in
  I am an investment wholesale sales professional with experience with financial services and wealth management products. I’m known for my tireless commitment and diligent research, strategic management, and a keen eye for detail in providing advice financial advisors can use to help them create models and meld strategies for their clients’ portfolios. My ability to lead sales territories, create plans for national growth, and devise strategies to implement them have resulted in consistent sales success for organizations and clients throughout my career. I am enthusiastic about innovative ideas, exploring new ways of doing things. I’m ambitious and love to always be on the move. I approach goals and tasks with high energy and am an active promoter of team and organizational goals. I’ve utilized my extensive experience building relationships to drive new business and creating lasting partnerships with financial advisors, and other stakeholders serving clients in their investment and wealth management goals. I am always looking for ways to add value, ensuring that everyone can benefit from the outcomes. I served in the US Navy from 1999 to 2021. During my military career, I deployed several times, including the Al Anbar province of Iraq with the Navy Seabees, Africa Command Exercise Planning & Training, and played a pivotal role in the submarine rescue efforts in Chile. 𝐊𝐞𝐲 𝐒𝐤𝐢𝐥𝐥𝐬 𝐚𝐧𝐝 𝐂𝐨𝐦𝐩𝐞𝐧𝐭𝐞𝐧𝐜𝐢𝐞𝐬 - Leadership and Management - Collaboration and Communication - Financial Analysis - Wealth Management Products - Business Strategy - Relationship Building - Prospecting New Business - Adaptability and Flexibility - Organizational Advocate - Persuasive and Influential - Skilled document, proposal, and briefing developer and editor 𝐊𝐞𝐲 𝐀𝐜𝐡𝐢𝐞𝐯𝐞𝐦𝐞𝐧𝐭𝐬: - Brought in new relationships and optimized service to existing customers to boosted revenue to 2.5B - Achieved capital raise up bringing territory from 50,000 to 750,000 in 3 months - Ranked #1 in the West and #2 nationally for business development results My career contribution has positively impacted business revenue and profitability by combining my skill in adeptly delivering financial advisors with a comprehensive understanding of financial strategies and products (mutual funds, ETSs, separate accounts) and platform technology with my ability to immediately establish connection and rapport that results in long-standing relationships. Please contact me at [email protected] to find out how I might contribute and add value to your organization.

• Which languages does Alice Payan-Jones speak? 

  Alice Payan-Jones speaks the following languages:
  No languages available.

• Which industries has Alice Payan-Jones previously worked in?   

  Alice Payan-Jones has prior experience in the following industries:
  Orion Advisor Solutions , Orion Advisor Technology , Fiscal Fitness , Principal Funds , Us Navy

• What is Alice Payan-Jones’s work experience?  

  Alice Payan-Jones has the following professional experience:
  Orion Advisor Solutions , Orion Advisor Technology , Fiscal Fitness , Principal Funds , Us Navy .

• How can I find Alice Payan-Jones on LinkedIn?  

  You can view Alice Payan-Jones’s
  LinkedIn profile at LinkedIn URL.

• What are Alice Payan-Jones’s work email addresses?  

  Alice Payan-Jones’s work email addresses are
  [email protected] .

• What company does Alice Payan-Jones work for?  

  Alice Payan-Jones works at
  Orion Advisor Solutions