Hallie Futrell
Glen Allen,VA
Summary
Dynamic, personable, and analytical professional with a proven track record at Northwestern Mutual, excelling in financial planning and client relations. Expert in Microsoft Excel and project management, adept at driving growth and building trust. Achieved significant recruitment targets and fundraising goals, demonstrating superior time management and strong organizational skills.
Overview
3
3
years of professional experience
Work History
Associate Financial Representative
Northwestern Mutual
08.2024 - Current
- Created and implemented business and marketing plans to drive growth.
- Worked with clients to develop financial planning strategies and solutions through the evaluation of finances.
- Met with clients to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
Partner Relations Manager
Elijah House Academy
02.2024 - 08.2024
- Developed and executed comprehensive fundraising plans to meet annual fundraising targets.
- Collaborated with colleagues and support staff to maximize team efficiency.
- Created compelling content for email campaigns and newsletters.
- Communicated with current and prospective donors to form meaningful relationships.
Director of Client Relations
Northwestern Mutual
04.2022 - 08.2023
- Conducted research and compiled data to support decision-making processes and strategic initiatives.
- Managed client relationships between multiple financial representatives.
- Assisted financial representatives with consolidated financial planning and analyzed client financial situations.
- Established team priorities, maintained schedules and monitored performance.
Admissions Inetrn
Randolph-Macon College
08.2022 - 05.2023
- Managed database records for all applicants, maintaining accuracy and confidentiality of sensitive information.
- Provided administrative support to the admissions team, improving efficiency during peak application times.
- Conducted campus tours for prospective students and families, showcasing facilities and highlighting academic programs offered.
- Assisted with planning and executing admitted student events, enhancing connections between incoming students and the campus community.
Head Student Outreach Leader
Glenn Youngkin Campaign for Governor
07.2021 - 11.2021
- Performed political outreach around the Richmond area by door-knocking, surveying, and phone calling.
- Exceeded the goal of recruiting over 30 student interns a week in the Richmond area.
- Assisted in the fundraising process for the Virginia 2021 gubernatorial race.
Education
Bachelor of Arts - Political Science
Randolph-Macon College
Ashland, VA02-2024
Skills
- Microsoft Excel
- Financial and operational reporting
- MS Office Suite
- Excellent attention to detail
- Superior time management
- Financial Modeling
Licenses
- Virginia Life, Health, and Annuities License
- Long-Term Disability License
Timeline
Associate Financial Representative
Northwestern Mutual
08.2024 - Current
Partner Relations Manager
Elijah House Academy
02.2024 - 08.2024
Admissions Inetrn
Randolph-Macon College
08.2022 - 05.2023
Director of Client Relations
Northwestern Mutual
04.2022 - 08.2023
Head Student Outreach Leader
Glenn Youngkin Campaign for Governor
07.2021 - 11.2021
Bachelor of Arts - Political Science
Randolph-Macon College
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