Lauren Wieckhorst

Senior Wholesaler Support Specialist

• Supported Field Wholesalers in planning and coordinating events to drive territory engagement and business development.
• Executed compliant outreach campaigns to financial professionals and key influencers.
• Coordinated procurement and distribution of promotional materials to support brand and sales efforts.
• Managed expense reporting by submitting accurate, timely documentation through corporate systems.
• Recommended process and engagement improvements to support continuous enhancement efforts.
• Fostered strong collaboration with internal teams and external sales partners to ensure alignment and territory success.
• Leveraged Monday.com, Microsoft Word, Excel, and internal databases to manage administrative tasks and produce high-quality documentation.

Concierge Desk Associate II

• Delivered technical training and support on sales enablement tools to internal staff, enhancing tool adoption and productivity.
• Assisted in developing intake processes to streamline support and training documentation.
• Managed continuing education (CE) and webinar logistics, including hosting, participant support, and post-session follow-up.
• Conducted needs assessments through support trends and feedback to inform training content and delivery methods.
• Partnered with cross-functional teams to resolve issues and ensure training content reflected current systems and processes.
• Provided peer training and onboarding support, fostering a collaborative and knowledgeable team environment.

• Supported Wholesaling Territory Teams with outbound prospecting, cross-selling, and appointment setting.
• Built strong rapport with advisors and internal teams through effective phone communication.
• Delivered exceptional first impressions to new and existing clients.
• Quickly adapted to new tools and processes, enhancing daily productivity.
• Expanded client base through targeted outreach and strategic partnerships.
• Maintained professionalism and flexibility in a fast-paced, client-focused environment.

• Delivered expert-level service across multiple financial product lines, using deep operational knowledge to support both customer satisfaction and internal process improvement.
• Collaborated with leadership to enhance and deliver new hire training programs, contributing to curriculum design and onboarding effectiveness.
• Applied business and system knowledge to support informal training and peer coaching, helping team members navigate complex policy and transaction inquiries.
• Participated in the development of training content and documentation, aligning with business goals and compliance standards.
• Supported the creation of lesson plans and job aids, incorporating real-world scenarios to improve learning retention and job readiness.
• Consistently exceeded service metrics, serving as a model for best practices and a resource for team development.
• Contributed to post-training feedback and continuous improvement efforts, helping assess the effectiveness and applicability of training materials.

• Delivered expert service and improved processes across financial products.
• Helped design and deliver new hire training and onboarding programs.
• Coached peers and supported informal training on complex issues.
• Created job aids and lesson plans to boost learning and readiness.
• Exceeded service goals and contributed to training improvements.

• Managed and trained staff across multiple salon locations, delivering hands-on coaching and structured onboarding to ensure consistent service quality and operational excellence.
• Led sales and client engagement training initiatives, equipping teams with skills in upselling, customer communication, and relationship building.
• Analyzed performance metrics to identify training needs, improve team productivity, and drive revenue growth—aligning with strategic business goals.
• Developed and implemented training content and coaching plans, tailored to individual and team performance trends.
• Played a key role in local marketing and brand development, integrating business objectives into staff training and customer experience strategies.
• Facilitated ongoing learning opportunities through team meetings, one-on-one coaching, and performance reviews to support continuous improvement and job satisfaction.