Proactive Market Director/Financial Advisor with expertise in developing, implementing and strengthening marketing plans. Offers analytical, proactive approach to revamping strategies to meet changing needs. Talent for directing creative efforts and brand engagement combined with history of surpassing objectives.
Data-driven Market Director/Financial Advisor with over 15 years of experience bringing previously untapped market sectors into focus and expanding market base incrementally. Deeply collaborative sales leader, building diverse teams and generating comprehensive market strategies to boost overall brand recognition.
Goal-oriented manager with distinguished experience in the Financial Services industry and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.
Overview
23
years of professional experience
3
years of post-secondary education
Work History
Thrivent
Chesterfield, MI
Market Director/Financial Advisor
01.2017 - Current
Job overview
Conducted market research to discover new leads, opportunities and messaging.
Qualified leads by scheduling introductory discovery meetings and calls.
Formulated well-defined action plan to prioritize potential clients and achieve and exceed objectives.
Assessed customer needs and developed customized solutions to drive sales.
Liaised with external stakeholders to form strategic partnerships with prospective clients.
Built diverse sales pipeline to exceed quota targets.
Created customer loyalty programs to increase repeat business.
Collaborated with sales, marketing and other internal teams to meet shared goals.
Trained and mentored sales personnel to apply best practices and techniques.
Developed and implemented successful sales strategies to drive growth and exceed revenue targets.
Developed deep understanding of customer needs, priorities and pain points to deliver customized service.
Developed and maintained relationships with key clients to increase sales and customer retention.
Analyzed sales data to identify opportunities for improvement and created action plans to capitalize on those opportunities.
Achieved sales goals and service targets by cultivating and securing new customer relationships.
Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
Demonstrated products to show potential customers benefits and advantages and encourage purchases.
Managed accounts to retain existing relationships and grow share of business.
Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Managed revenue models, process flows, operations support and customer engagement strategies.
Organized promotional events and interacted with community to increase sales volume.
Collaborated with advertising group to create uniformity between advertising messages and retail incentives.
Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
Aligned company goals with customer outcomes and increased satisfaction by automating contact management systems.
Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
Communicated product quality and market comparisons by creating sales presentations.
Compiled and analyzed data to determine approaches to improve sales and performance.
Collaborated with upper management to implement continuous improvements and exceed team goals.
Resolved problems with high-profile customers to maintain relationships and increase return customer base.
Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
Facilitated business by implementing practical networking techniques.
Built relationships with customers and community to establish long-term business growth.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Implemented systems and procedures to increase sales.
Directed sales support staff in administrative tasks to help sales reps close deals.
Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
Created and executed outbound demand generation campaigns, calls and emails to deliver qualified leads for sales team.
Community Member
Student/Homemaker/Committee Leader
06.2008 - 01.2017
Job overview
Developed and maintained relationships with external vendors and suppliers.
Implemented process improvements to increase productivity.
Event planning
Project management
Identified key stakeholders and determined projects to facilitate engagement.
Central Macomb Community Credit Union
Chesterfield , MI
Assistant Branch Manager, Operations
2000.06 - 2008.06 (8 education.years_Label)
Job overview
Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Provided professional services and support in a dynamic work environment.
Skilled at working independently and collaboratively in a team environment.
Paid attention to detail while completing assignments.
Used critical thinking to break down problems, evaluate solutions and make decisions.
Demonstrated strong organizational and time management skills while managing multiple projects.
Gained extensive knowledge in data entry, analysis and reporting.
Demonstrated knowledge of branch financial products, loans and lines of credit.
Supervised operations staff and kept employees compliant with company policies and procedures.
Built rapport with account holders by reaching out with product recommendations and account updates.
Education
Ashford University
San Diego, CA
Bachelor of Arts from Health Administration
02.2015 - 11.2016
Ashford University
San Diego, CA
Associate of Arts from Business Administration
01.2013 - 01.2014
Accomplishments
Collaborated with fellow Board of Director Members in the development of business strategies to help local small business owners, navigate executive decisions and grow community business in over 30 cities across various counties.
Affiliations
Chamber of Commerce - BOD Member/Ambassador
Presbyterian Villages of Michigan-BOD Member
Chairperson of Group 2 -Anchor Bay Chamber of Commerce
Volunteer-Enlisted Heritage House-Military Veterans Support Group
Selfridge Base Community Council Member-Military Support Council Group