Madeline Haas
Omaha,NE
Summary
Innovative and results-oriented sales and marketing professional with more than 5 years of experience in the financial services industry. Proven success exceeding goals, developing creative marketing collateral and promotional strategies that capture emerging market trends, and establishing clear standards and protocols for consistent, high-quality results.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Sr. Relationship Marketing Consultant
Pacific Life
06.2023 - Current
- Strengthened relationships with key industry influencers for mutually beneficial partnerships and collaborations.
- Delivered insightful data analysis and reporting to sales team and strategic partners, demonstrating campaign success and areas for improvement.
- Collaborated with sales team and strategic partners to increase brand awareness and lead generation by building and maintaining relationships with key broker-dealers.
- Conducted market research to identify emerging trends and inform strategic decision making.
Sr. Product Marketing Strategist
Pacific Life
10.2019 - 06.2023
- Developed comprehensive strategies given market trends and consumer behavior to drive business growth and develop unique positioning and product differentiation.
- Collaborated with cross-functional teams to develop and execute strategic initiatives aligned with organizational objectives.
- Managed high-impact projects and campaigns from inception to completion, consistently delivering results on time.
- Mentored junior team members, fostering professional growth and development while reinforcing a positive work environment.
Internal Wholesaler
Pacific Life
10.2017 - 10.2019
- Increased sales by developing and maintaining strong relationships with financial professionals and creating customized retirement solutions for clients' specific needs.
- Enhanced financial professional satisfaction by providing exceptional product knowledge and support in a timely manner.
- Effectively managed sales territory, consistently meeting or exceeding established goals and targets.
Financial Advisor
Renaissance Financial
04.2017 - 09.2017
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios and providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients' best interests.
Education
Master of Science - Strategic Finance
Bellevue University
Bellevue, NE08.2022
Bachelor of Science - Financial Analysis
Creighton University
Omaha, NE12.2016
Skills
- Campaign Development and Execution
- Analyzing Data
- Project Management
- Sales Strategies
- Sales Funnel Development
- Strategic Planning and Development
Certification
- FINRA: Series 66 and Series 7, 2017
- Secure Retirement Institute Certifications: Fellow–Level 1 and Associate, 2021
Timeline
Sr. Relationship Marketing Consultant
Pacific Life
06.2023 - Current
Sr. Product Marketing Strategist
Pacific Life
10.2019 - 06.2023
Internal Wholesaler
Pacific Life
10.2017 - 10.2019
Financial Advisor
Renaissance Financial
04.2017 - 09.2017
Master of Science - Strategic Finance
Bellevue University
Bachelor of Science - Financial Analysis
Creighton University
- FINRA: Series 66 and Series 7, 2017
- Secure Retirement Institute Certifications: Fellow–Level 1 and Associate, 2021
Similar Profiles
Josh SaylesJosh Sayles
Sr. Applications Developer II - Delivery Engineeri at Pacific LifeSr. Applications Developer II - Delivery Engineeri at Pacific Life
April SalesApril Sales
Customer Service Rep New Business, Faciliatory, Sr CS NB/ InforceSr Ops Business Service Sepecialit-Inforce at Pacific LifeCustomer Service Rep New Business, Faciliatory, Sr CS NB/ InforceSr Ops Business Service Sepecialit-Inforce at Pacific Life
Carrie RiceCarrie Rice
Senior Marketing Account Manager at Pacific LifeSenior Marketing Account Manager at Pacific Life