Julie Lor
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Julie Lor Email & Phone Number

Financial Coach - Changing the Face of Insurance at First Financial Security
Location: Minneapolis, Minnesota, United States 15 work roles 2 schools
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Role
Financial Coach - Changing the Face of Insurance
Location
Minneapolis, Minnesota, United States
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Julie Lor is listed as Financial Coach - Changing the Face of Insurance at First Financial Security, a with 460 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Julie Lor.

Julie Lor previously worked as Area Marketing Director at First Financial Security and Regional Marketing Director at First Financial Security. Julie Lor holds Bachelor In Science, Public Health from St. Catherine University.

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First Financial Security

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Profile bio

About Julie Lor

I aim to empower and educate my clients to prepare for their financial future to bring peace of mind and break the poverty cycle. With my professional skills, partnerships, and experiences in the financial industry, I can help my clients diversify their financial portfolios and financial stability with our top A-rated carriers.It gives me satisfaction when I can be a resource and help families meet their financial goals by utilizing the tools and services we offer. It is our mission to lead, empower, and grow the community's financial literacy and stability. My team has secured over $150 Million in wealth transfers to the community and growing.Some of the financial tools and goals I help my clients are but not limited to:- Financial Needs of Analysis- Retirement Planning and Strategies- Small Business Plan- Financial Education- Living Benefits- Tax-Free BenefitsI am a Financial Coach and we are changing the face of insurance. We equipped tools and knowledge enabling individuals to grasp an opportunity to serve the community to achieve financial security and peace of mind. If you have a passion in serving for a great cause and a vision to help the community financial capability, let's talk!

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First Financial Security
First Financial Security
Financial Coach - Changing the Face of Insurance
johns creek, georgia, united states
Employees
460
AeroLeads page
15 roles

Julie Lor work experience

A career timeline built from the work history available for this profile.

Area Marketing Director

Current

United States

-Provide financial analysis and educate clients on tax free advantages, strategies, and allocations.-Recruit, train and manage team members and organizations.-Built strong network of outside referral sources within community.-Developed and supervised team members by providing orientation, training, support and direction.-Elevated team member performance while cultivating customer relationships to drive sales.-Created agendas and communication materials for team… Show more -Provide financial analysis and educate clients on tax free advantages, strategies, and allocations.-Recruit, train and manage team members and organizations.-Built strong network of outside referral sources within community.-Developed and supervised team members by providing orientation, training, support and direction.-Elevated team member performance while cultivating customer relationships to drive sales.-Created agendas and communication materials for team meetings.-Motivated and encouraged team members to communicate more openly and constructively with each other.-Managed, mentored and developed team leaders. Show less

Sep 2015 - Present

Senior Community Health Worker

Brooklyn Center, Mn

Provide Children and Teen Checkups Program information and basic health counseling and referral to newly enrolled families with children on Medical Assistance.Develop and maintain collaborations with community partners serving Child and Teen Checkups clients.Serve as a liaison between county and community agencies serving targeted populations.Participate in community health related events and fairs.Maintain documentations for client and agent contacts and assistance.Assist… Show more Provide Children and Teen Checkups Program information and basic health counseling and referral to newly enrolled families with children on Medical Assistance.Develop and maintain collaborations with community partners serving Child and Teen Checkups clients.Serve as a liaison between county and community agencies serving targeted populations.Participate in community health related events and fairs.Maintain documentations for client and agent contacts and assistance.Assist clients in finding resources- such as medical transportation, schedule clinic appointments, interpreter services, health plan information and follow up as needed. Show less

Jul 2017 - Nov 2018

Community Health Worker

Greater Minneapolis-St. Paul Area

• Coordinate health care appointments and resources for clients once released from correctional facility.• Collaborate and communicate with Social Workers in Integrated Access Team (IAT) to achieve clients’ health care needs.• Offer support to Hennepin County adults who have been recently incarcerated and are a part of the high needs/high risk population due to mental health issues.• Promote stability and enhance community functioning in a manner that reduces criminal… Show more • Coordinate health care appointments and resources for clients once released from correctional facility.• Collaborate and communicate with Social Workers in Integrated Access Team (IAT) to achieve clients’ health care needs.• Offer support to Hennepin County adults who have been recently incarcerated and are a part of the high needs/high risk population due to mental health issues.• Promote stability and enhance community functioning in a manner that reduces criminal recidivism.• Monitor, counsel, and complete follow up with clients to promote sustainability on health care goals.• Help identify and address barriers to participation and motivate client to make changes to achieve sustainable life goals. • Participate in grant-supported program Accountable Communities for Health (ACH) Team meetings on improving health outcomes for the community.• Identify clients on Sheriff’s Roster system to determine clients’ booked and released date for health care application eligibility purposes. • Perform case managements; document contacts and actions with clients in Social Services Information System (SSIS).• Work with Excel database tracking clients that applied for health care insurance – MNsure and mail to appropriate organization to process eligibility.• Assist team members to achieve optimal efficiency and outcomes for clients • Performed other duties as assigned. Show less

Apr 2016 - Jul 2017

Diabetes Community Health Educator

Neighborhood Healthsource

Greater Minneapolis-St. Paul Area

• Monitor, counsel, and complete follow-up with enrolled pre-diabetic adult patients into Diabetes Prevention Program (DPP) to: promote weight loss, increase physical activity and improve dietary behaviors to prevent and reduce disease, and fulfill research project requirements• Facilitate sessions covering Center for Diseases Control and Preventions approved curriculums. • Identify locations, establish partnerships and provide targeted outreach and other patients and communities in… Show more • Monitor, counsel, and complete follow-up with enrolled pre-diabetic adult patients into Diabetes Prevention Program (DPP) to: promote weight loss, increase physical activity and improve dietary behaviors to prevent and reduce disease, and fulfill research project requirements• Facilitate sessions covering Center for Diseases Control and Preventions approved curriculums. • Identify locations, establish partnerships and provide targeted outreach and other patients and communities in (primarily) Northeast and North Minneapolis clinics and communities to participate in various NHS and grant-supported healthy lifestyle programming• Provide community education on nutrition, exercise and healthy lifestyle classes for youth and adults• Recruit patients to participate in Diabetes Prevention Program focusing on increasing physical activities and healthy eating.• Assists Community Health Coordinator in developing and implementing mechanisms to track, motivate and support participants including pre- and post-test forms, incentive logs and other materials needed to carry out the project and to meet agency and funder requirements• Facilitate scheduling of patient appointments as needed, including preventive and lab appointments necessary for participants enrolled in the DPP• Help identify and address barriers to participation and retention including childcare, interpreting, transportation and other supports• Participate in Community Health Team meetings, public events, health fairs, etc.; and coordinate with NHS Health Educators and other staff to promote health in the community and in the clinic• Work with Electronic Medical Records and other database systems for recruitment, scheduling and tracking• Assist with agency and grant-related reporting of project activities and outcomes • Work collaboratively with staff to achieve optimal efficiency, outcomes and morale• Perform other duties as assigned Show less

Aug 2015 - Apr 2016

Patient Access Coordinator/Mnsure Navigator

Neighborhood Healthsource

Greater Minneapolis-St. Paul Area

•Orients new patients to clinic services, resources, supports, and related policies and procedures to promote and help ensure optimal access to and use of Neighborhood Healthsource health care services•Provides outreach and education to reach the African American, Caucasian, Southeast Asian, American Indian, and Latino communities regarding public health insurance availability - MNsure Marketplace.•Make home visits for MNsure enrollment and screening calls for eligibility.•Presents… Show more •Orients new patients to clinic services, resources, supports, and related policies and procedures to promote and help ensure optimal access to and use of Neighborhood Healthsource health care services•Provides outreach and education to reach the African American, Caucasian, Southeast Asian, American Indian, and Latino communities regarding public health insurance availability - MNsure Marketplace.•Make home visits for MNsure enrollment and screening calls for eligibility.•Presents MNsure Health Exchange information to community group in Hennepin/Ramsey County.•Screens uninsured patients for eligibility for public program options for health insurance•Assists patients with applications for the sliding fee scale. Works in conjunction with the billing office staff to help patients establish payment plans as needed.•Accurately identifies program eligibility and provides case management assistance to complete applications•Liaison with relevant County and State personnel and entities to help ensure successful outcomes: completed and approved enrollment applications.•Maintains record keeping systems to manage, track and report service delivery and outcomes to meet organization and funder needs and requirements.•Participate in partnership and Community Health Worker Alliance meetings.•Translated Neighborhood Healthsource brochures and flyers in Hmong to promote health awareness and events.•Provide resources and assists individuals and families with applications for Supplemental Nutrition Assistance Program and Women, Infant, and Children programs, and Sage.•Assists with Sage and Neighborhood Healthsource events for cervical and breast cancer screening events. •Assess, educate, and direct patient’s blood pressure, healthy eating, lifestyles, and importance of establishing care with primary care provider managing blood pressure.•Collaborate with Hmong Health Care Professional Coalition promoting health.•Performs other duties as assigned. Show less

Sep 2013 - Aug 2015

Volunteer Coordinator/ Health Equity Intern

Mendota Heights, Mn

-Organize and manage outreach activities at health fairs, churches, social services, schools, etc.-Assist with Federally Qualified Health Center-Sage screening events.-Facilitate education/information sessions on the main cancer topics.-Connect individuals and community to ACS 1-800 number, website, and other services.-Create report on outreach outcomes.-Provide support to ACS Health Equity Staff in office when needed.

Aug 2012 - Jan 2013

Community Health Worker Program Learning Assistant

St. Catherine University

Greater Minneapolis-St. Paul Area

• Send directions on assignments to help Community Health Worker students gain knowledge.• Coaching the students to gain confidence and ability to work independently.• Analyze students’ learning styles and provide study strategies.• Utilize the Socratic method to assist student’s learning process.

Aug 2012 - Dec 2012

Prevention Program-Intern

Roseville, Mn

• Assisted program with researched and grants applications.• Managed postage invitation mails.• Provided support and assistance to NKF Staff in office.

Jun 2012 - Aug 2012

Health Initiative Intern

Hmong American Partnership

Greater Minneapolis-St. Paul Area

• Established a Worksite Wellness Challenge and developed activities for the staffs at the Hmong American Partnership (HAP) to learn about health and weight loss.• Entered weight, BMI, and Fat per staff into database as part of HAP’s Biggest Loser Challenge.• Managed prizes for health initiative winners.

Jun 2012 - Aug 2012

Student Nurse

Abbott Northwestern Hospital

Minneapolis, Mn

•Assisted in activities of daily living, range of motion, and meal preparations.•Provided direct assistance to patients in the medical and surgical division.

Feb 2011 - Mar 2011

Student Nurse

Methodist Hospital

St. Louis Park, Mn

•Enhanced skills used in interpersonal relationship, and therapeutic communication.•Developed skills of vital sign assessment, head-to-toe physical assessment, and medication administration•Provided patient centered assistance in the rehabilitation division.•Assisted patients in occupational and physical therapy.

Sep 2010 - Dec 2010

Hmong Language Assistant

St. Catherine University

St. Paul, Mn

• Taught Hmong language to 25 college-level students• Facilitated study sessions in writing, speaking, & reading Hmong• Responsible for grading and organize students’ assignments

May 2009 - May 2010

Financial Aid Student Assistant

St. Catherine University

St. Paul, Mn

•Provided support and assistance to financial aid counselors in office.•Performed clerical duties such as filing and making copies of documents.•Entered St. Kate’s students’ information into Banner System.•Provided good customer service by answering phones, greeting students and answering students' questions•Assisted students to use the online financial aid applications.

Sep 2007 - Aug 2008
Team & coworkers

Colleagues at First Financial Security

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2 education records

Julie Lor education

Bachelor In Science, Public Health

Activities and Societies: Asian Women Association, Hmong Daughters, Assistantship Mentoring Program

Certificate, Hmong Women Leadership

Hnub Tshiab: Hmong Women'S Leadership Institute

Activities and Societies: Team Building, Leadership, Hmong Cultural Practices Curriculum is based on four levels of leadership: • Personal.

FAQ

Frequently asked questions about Julie Lor

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What company does Julie Lor work for?

Julie Lor works for First Financial Security.

What is Julie Lor's role at First Financial Security?

Julie Lor is listed as Financial Coach - Changing the Face of Insurance at First Financial Security.

Where is Julie Lor based?

Julie Lor is based in Minneapolis, Minnesota, United States while working with First Financial Security.

What companies has Julie Lor worked for?

Julie Lor has worked for First Financial Security, Hennepin County, Neighborhood Healthsource, American Cancer Society, and St. Catherine University.

Who are Julie Lor's colleagues at First Financial Security?

Julie Lor's colleagues at First Financial Security include Sherry Lykes, Ahley Y. Her, Demetrius Buster, Tony Huynh, and Maureen Campbell.

How can I contact Julie Lor?

You can use AeroLeads to view verified contact signals for Julie Lor at First Financial Security, including work email, phone, and LinkedIn data when available.

What schools did Julie Lor attend?

Julie Lor holds Bachelor In Science, Public Health from St. Catherine University.

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