Nolan Pelletier
Work Preference
Job Search Status:
Open to workDesired start date:
ImmediatelyDesired Job Title
Risk Management AnalystWork Type
Full TimeContract WorkLocation Preference
RemoteImportant To Me
Work-life balanceWork from home optionSummary
Dynamic technology professional with extensive experience in optimizing systems and aligning technical solutions with strategic business goals. Risk-focused operations leader with over five years of management and financial advisory expertise, dedicated to minimizing operational risk, enhancing processes, and driving revenue growth. Recognized for successfully managing multiple projects simultaneously while maintaining accuracy and meeting tight deadlines. Adept at building and mentoring high-performing teams, implementing KPIs and automation to boost productivity, and fostering strong client relationships that enhance retention and satisfaction in many fast paced environments.
Work History
Assistant Manager
4 Months- Lead daily office operations and sales planning to drive production, reinforce performance metrics, and keep team goals aligned with agency development priorities.
- Design and delivered hands-on training meetings, sales drills, and coaching sessions that improve individual performance, team confidence, and readiness in high-volume sales conversations increasing sales by 120%.
- Support recruiting, interviewing, onboarding, and new-hire development to build a stronger sales team and accelerate ramp-up with increasing headcount.
- Developed operational strategies to enhance team efficiency and project execution
- Coordinated project timelines and deliverables, ensuring alignment with client expectations
Assistant Manager
3 Years 1 Month- Managed daily operations and office production, using customer acquisition, KPI tracking, and sales support materials to improve consistency across the team.
- Developed new starts and emerging leaders through structured training, coaching, and market development habits that improved efficiency, results, and confidence.
- Coordinated onboarding, interviewing, and hiring paperwork while helping maintain recruiting flow and leadership development standards, tripling headcount in just 2 years.
- Managed client communications, fostering strong relationships and addressing concerns promptly
- Analyzed process workflows, identifying areas for improvement and implementing best practices
Financial Advisor
4 Months- Prospected new clients and built a qualified pipeline through relationship building, market development, and consistent customer acquisition activity.
- Evaluated client financial constraints, goals, and benefit needs to identify appropriate insurance and retirement solutions.
- Tailored policy recommendations across insurance and retirement products, explaining options clearly and supporting informed decision-making.
- Developed customized financial plans aligning with client goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations.
Education
MBA - Risk Management
Bachelor of Science - Risk Management
Skills
Timeline
Professional Summary
I am a friendly, results focused Risk Manager with an MBA who enjoys making complex processes simpler and less stressful for my team and my clients. I coach people, introduce practical process changes and KPIs that cut errors and save time, and use clear data to guide better decisions. I thrive in busy business environments where improving day-to-day work helps both the business and the people who do it.