Makenna Graves
Royal Oak,MI
Summary
Marketing and business support professional with experience in financial services, supporting product marketing and client relationships. Known for building strong rapport with agents, understanding their needs, and matching them with the right solutions to support growth and results. Organized and dependable team player who stays detail oriented while managing multiple priorities in a fast-paced environment.
Overview
6
6
years of professional experience
Work History
Internal Wholesaler
Alpha Solutions Management
Okemos, MI
05.2023 - Current
- Developed and maintained strong relationships with financial advisors while providing sale focused strategies and superior service.
- Collaborated with cross-functional teams to analyzed market trends to identify opportunities for new products and services.
- Provided training and support to junior wholesalers on product knowledge and sales techniques.
- Conducted high-volume outbound calls to identify qualified leads and generate new business opportunities.
- Proficient in using cloud-based software such as Salesforce.
- Managed insurance agent onboarding, licensing, contracting, and carrier appointments through SureLC.
- Supported the issuance of over $9 million in premium business during April 2026 and achieved a personal record by servicing $15 million in issued business during May 2026.
- Served as Executive Assistant to the CEO, helping manage scheduling, communication, and day-to-day operations.
Teachers Assistant
JNL Kinder Care
Okemos, MI
09.2020 - 09.2022
- Worked programs to encourage language and social skills
- Collaborated cross-functional teammates across multiple classrooms
- Created a safe and welcoming environment for children and families.
- Lead Parent Teacher Conferences
- Experienced interim class lead teacher
- Ability to design, plan, implement, and lead educational programs and activities
- Active listening and interpersonal communication
- Experienced with building relationships with children, parents, and co-workers.
Education
Bachelor (In Progress) - Business Management
Michigan State University
East Lansing, MI-
Lansing Community College
Lansing, MIHigh School Diploma -
Royal Oak High School
Royal Oak, MI05-2019
Skills
- Problem-solving abilities
- Team collaboration
- Decision-making
- Self motivation
- Relationship building
- Interpersonal communication
- Sales support
- Consultative sales skills
- Fast-paced adaptable
Accomplishments
- Life Producer License – State of Michigan (Active)
National Producer Number: 21553988
Timeline
Internal Wholesaler
Alpha Solutions Management
05.2023 - Current
Teachers Assistant
JNL Kinder Care
09.2020 - 09.2022
Bachelor (In Progress) - Business Management
Michigan State University
-
Lansing Community College
High School Diploma -
Royal Oak High School