Rachael Miller

• Accountable for developing inexperienced advisors in years 0-2 through weekly mentorship calls, utilizing tracking systems to review and guide pipeline, and monitoring production to ensure they meet performance metrics. Also responsible for overseeing Joint Work and Coaching as needed, evaluating progress using Scorecard system.
• Create and develop training offerings and training curriculum for all new inexperienced advisors and seasoned experienced advisors.

I hold multiple roles within the firm. Mainly I am responsible for managing, training, and developing both new and experienced advisors. I act as a sales and accountability coach which includes:

• Helping advisors enhance their sales skills, build strong client relationships, and create robust pipelines. I provide training on protection products, including life insurance and disability insurance, and guide advisors in utilizing our proprietary financial planning tool, philosophy, and process.
• Teaching protection, cash flow, and liquidity concepts.
• Assisted in the field as a joint work partner when needed and support new advisors until they could confidently and independently build and manage client relationships.
• Run weekly sales training sessions focused on sales acumen as well as product strategies and advanced planning concepts
• Oversee and manage a team, fostering a collaborative environment to achieve business goals.
• Created and implemented business and marketing plans to drive growth.
• In-field training with our newest Financial Representatives to help their clients develop financial planning strategies and solutions through evaluation of finances.

• Life Insurance, Disability, Annuity and LTC Specialist
• Assisted with the recruitment of independent insurance agents as well as Financial Advisors looking to expand their product offerings.
• Agent support for life and disability insurance pipeline and production. Also responsible for product strategy, illustrations, underwriting, support, and commissions.
• Managed onboarding process for new agents including contracting with carriers, implementing a Customer Relationship Management system, and utilizing marketing resources.
• Field in-force policy services support calls
• Interacted and assisted customers to build connections and nurture relationships.
• Implemented business strategies, increasing revenue, and effectively targeting new markets.
• Spearheaded innovative approaches to resource allocation and strategic planning.
• Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
• Created and implemented business and marketing plans to drive growth.