Generated leads and cultivated relationships with financial advisors by using advanced interpersonal skills and emotional intelligence, resulting in exceeding first quarter sales goals by 18%.
Effectively managed a sales territory, consistently meeting or exceeding established goals and targets.
Earned Internal Wholesaler of the quarter (Q1 2024) by excelling in the role and leading the team in numerous categories.
Human Resources Manager
Jackson National Life Insurance Company
09.2022 - 06.2023
Spearheaded a leadership development program that provided career guidance, skill coaching, and emotional intelligence training through collaboration, project management, and training skills to 20 member cohorts.
Implemented customized performance management systems, providing ongoing feedback and development opportunities for teams ranging from 80 -100 employees.
Managed employee relations issues professionally, resolving conflicts efficiently while maintaining confidentiality at all times.
Operations Manager
Jackson National Life Insurance Company
04.2019 - 09.2022
Achieved higher employee retention rates by fostering positive work environments and providing opportunities for professional growth, resulting in more than 50 employees being promoted.
Spearheaded process improvements through the use of data analysis and advanced excel skills, resulting in increased productivity and reduced operational costs.
Analyzed data trends to identify potential bottlenecks in operations workflow, implementing strategies to mitigate risks accordingly.
Operations Command Center Controller
Jackson National Life Insurance Company
03.2017 - 04.2019
Achieved operational goals in a high pressure, fast paced environment through the use of interpersonal skills, data mining, analysis, and teamwork.
Maximized the efficiency and effectiveness of operations through the facilitation of daily leadership meetings, ensuring all departments were aligned in their goals, strategy, and execution.
Implemented a team development program in coordination with HR that improved the culture and collaboration throughout the entire team.
Education
Bachelor of Science - Business Administration
Ferris State University
Big Rapids, MI
05.2018
Certification
Series 6 (Investment Company Products/Variable Contracts Representative)
Series 63 (Uniform Securities Agent State Law)
Timeline
Internal Wholesaler
Jackson National Life Distributors
07.2023 - Current
Human Resources Manager
Jackson National Life Insurance Company
09.2022 - 06.2023
Operations Manager
Jackson National Life Insurance Company
04.2019 - 09.2022
Operations Command Center Controller
Jackson National Life Insurance Company
03.2017 - 04.2019
Bachelor of Science - Business Administration
Ferris State University
Series 6 (Investment Company Products/Variable Contracts Representative)
AVP Sales Operations – National Sales Desk at Jackson National Life DistributorsAVP Sales Operations – National Sales Desk at Jackson National Life Distributors