Rachel Meyer

Top 15% performer company-wide. Built a reputation as the go-to expert for complex financial conversations, high-stakes client relationships, and multi-partner collaboration.

• Consistently doubled sales targets (187%, 216% in Q1, Q2 2025)
• Lead with education, empathy, and precision—turning passive conversations into loyal relationships
• Professional Lending Qualification obtained through experience in consumer loans
• Partner across premier banking, mortgage, business, and wealth teams to deliver a holistic client experience
• Hand-selected to train new hires while maintaining elite personal performance metrics
• Known for operating above standard—holding self and peers to excellence beyond the norm

Stepped into a leadership vacuum and stabilized an organization in transition. Guided a full leadership turnover while ensuring continuity and quality of service.

• Provided strategic governance and emergency operational oversight during executive gap
• Led the search, vetting, and onboarding of new Executive Director, restoring long-term stability
• Fostered board cohesion and clear decision-making amid crisis

Delivered results in a volatile market through charisma, clarity, and excellent negotiation skills. Known for navigating high-emotion transactions with professionalism and results.

• Managed end-to-end transactions across diverse portfolios
• Advised clients on financial and strategic decisions with authority and empathy
• Maintained a high-close rate and exceptional client satisfaction

Took full ownership of building a profitable client base from the ground up in a competitive, commission-only environment. Positioned as a trusted advisor for families navigating high-stakes financial decisions.

• Specialized in mortgage protection life insurance and income replacement strategies
• Conducted in-depth client consultations to identify coverage needs and present tailored solutions
• Built pipeline through direct outreach, relationship nurturing, and educational conversations - no leads handed down
• Regularly turned cold leads into long-term policyholders through empathy, clarity, and follow-through
• Managed all stages of the sales process - from needs analysis to underwriting coordination and post-sale support
• Maintained retention through annual policy reviews and ongoing financial check-ins.

Directed core operations for a $2B+ AUM firm, reporting directly to the president and overseeing critical business functions. Acted as the operational backbone of a fast-paced, sales-driven environment serving high-net-worth clients.

• Led firmwide operations across HR, Finance, Compliance, and Administration, ensuring alignment with regulatory standards and company objectives
• Partnered with executive leadership to identify inefficiencies, streamline workflows, and implement new systems and processes that improved internal communication and client service delivery
• Played a central role in coordinating cross-departmental projects, aligning team efforts around service excellence and risk mitigation