Lori Ditter
Waukesha,WI
Summary
Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and maintaining professional relationships. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
13
13
years of professional experience
1
1
Certificate
Work History
VARIABLE ANNUITY PRINCIPAL
Modern Woodmen of America
06.2022 - Current
- Evaluated potential risks associated with investments by conducting thorough risk assessments based on historical data and market conditions
- Supported compliance efforts by ensuring adherence to regulatory requirements such as SEC filings, investment restrictions, and reporting standards
- Conducted in-depth financial analysis and due diligence on potential investment opportunities, including analyzing financial statements, market trends, and industry research
- Developed complex financial models to evaluate investment strategies and forecast future performance of various asset classes
- Acted as liaison between our members and Financial Advisors
- Developed and implemented training programs for staff, fostering professional growth and operational excellence.
Financial Representative
Modern Woodmen of America
10.2019 - 06.2022
- Built and maintained strong professional relationships with clients, earning their trust and confidence in managing their financial portfolios, with a 100% persistency rate
- Provided comprehensive financial planning services to clients, analyzing their financial goals and recommending appropriate investment strategies
- Executed trades on behalf of clients, ensuring timely execution and accurate record-keeping of transactions
- Delivered regular performance reports to clients, providing detailed analysis of portfolio performance against benchmarks
- Educated clients on various investment products such as stocks, bonds, mutual funds, ETFs, annuities, and retirement accounts
- Conducted seminars and workshops on personal finance topics to educate individuals about wealth management strategies
- Assisted clients in developing retirement savings plans by evaluating income sources like Social Security benefits or pension plans along with individual savings goals
- Served as a trusted advisor during major life events such as marriage/divorce, inheritance, or career changes
- Provided guidance on college savings plans and financial aid options for clients with children planning for higher education
Advertising Account Executive
BOOSTER PUBLICATIONS
03.2017 - 04.2020
- Managed client relationships by providing regular updates on campaign performance, addressing concerns, and recommending optimizations
- Provided strategic recommendations for advertising budget allocation across various media channels based on target audience behavior and campaign objectives
- Developed and executed comprehensive advertising strategies for 100's of clients, resulting in increased brand visibility and customer engagement
- Created compelling ad copy and visuals that effectively communicated key messages and resonated with the target audience
- Managed multiple projects simultaneously, with multiple multimillion dollar companies, while adhering to strict deadlines and budgets
- Presented campaign proposals, data, and results to clients in a clear and concise manner
- Negotiated contracts with media vendors to secure favorable pricing terms for clients ad placements
- Identified opportunities for partnerships or sponsorships that aligned with clients brand values and marketing goals
Shift Leader
Walgreens
01.2013 - 01.2020
- Resolved customer complaints in a professional manner, finding appropriate solutions to encourage customer loyalty
- Maintained a high level of product knowledge to effectively assist customers with their questions and concerns, but in a proactive manner
- Provided exceptional customer service by promptly addressing inquiries, resolving issues, and ensuring customer satisfaction
- Assisted customers with product selection based on their needs and preferences, resulting in increased sales revenue of 13%
Independent Sales Consultant
AROUND THE HOUSE PUBLISHING
02.2013 - 08.2015
- Managed professional client relationships by providing regular updates on campaign performance, addressing concerns, and recommending optimizations
- Created compelling ad copy and visuals that effectively communicated key messages and resonated with the target audience
- Provided strategic recommendations for investment allocation across various advertising channels based on target audience behavior and campaign objectives
- Managed multiple projects simultaneously while adhering to strict deadlines and budgets
- Presented campaign proposals, penetration data, and results to clients in a clear and concise manner
- Negotiated contracts with media vendors to secure favorable pricing terms for clients ad placements, which resulted in meeting monthly goals 100% of the time
Education
Bachelor of Science - Radio And Television Broadcasting
UW-OSHKOSH
Oshkosh, WI05.1990
Skills
- Financial Analysis
- Financial Planning
- Customer retention
- Customer service
- Investment management
- B2B marketing
Timeline
VARIABLE ANNUITY PRINCIPAL
Modern Woodmen of America
06.2022 - Current
Financial Representative
Modern Woodmen of America
10.2019 - 06.2022
Advertising Account Executive
BOOSTER PUBLICATIONS
03.2017 - 04.2020
Independent Sales Consultant
AROUND THE HOUSE PUBLISHING
02.2013 - 08.2015
Shift Leader
Walgreens
01.2013 - 01.2020
Bachelor of Science - Radio And Television Broadcasting
UW-OSHKOSH
Certification
- Series 6
- Series 63
- Series 26
- FIC
- Willing to study to earn more licenses!