Lisa Hanna Email & Phone Number

Saint Paul, MN, US

As part of a team of 4 receptionists, I field an average of 100+ calls per day assessing who is the best fit to take their call and warm transfer the caller to someone within one of the eleven entities at Gradient.

Arden Hills, Minnesota, United States

Greater Minneapolis-St. Paul Area

RIA Registrar, LLC is a registration and compliance consulting firm for independent registered investment advisors (RIAs). We provide state and Securities and Exchange Commission (SEC) registration services as well as compliance and administration solutions that enable RIAs to operate in good standing. We help firms understand the language of compliance.

Arden Hills, MN

Gradient Investments is an independent, privately-owned, fee-based, SEC registered investment advisor that provides professional money management services. We serve individuals, employer-sponsored pension plans, foundations, endowments, and corporations primarily through exchange-traded funds (ETFs), options, and separately managed accounts.

Shoreview, MN

• Provide full cycle recruiting for Business Operations, Sales, Customer Service and Technical Support producing over 125 new hires YTD.
• Partner with hiring managers from six sites across the US & Canada to build strategies according to their hiring needs.
• Feedback from Hiring Manager “Lisa was very prompt to follow up, which is wonderful when you are in a rush to hire and get updates. She was very thorough with her questions and quick to understand the role I was hiring.
• Leveraged recruiting metrics to identify areas of opportunity in our process to then bring solutions where needed.

Shoreview, MN

• One of two Business Development Reps promoted to work on the groundbreaking Salesforce.com company-wide sales initiative program targeting small business customers.
• Provided consultative selling solutions to business owners related to branding, marketing, and promotional needs.
• Responsible for driving results by being able to use multiple resources across several departments at Deluxe. This ultimately resulted in surpassing the sales goal by 34% within the first year.
• Helped develop, initiate and build internal ordering processes with our promotional products division, a recently acquired company called Inkhead.
• Delivered an excellent customer service experience for our customers resulting in positive feedback. 2018 yearly review, “your greatest strength is your ability to provide an outstanding customer experience. Your focus.

Shoreview, MN

• Received incoming calls from business customers.
• Navigated four company ordering programs while communicating with the customer and processing their order in a timely manner.
• Provided a consistent customer experience by implementing a serve, learn, solve process which provided a consultative conversation with the customer and resulted in me reaching a Gold Level Representative status within.
• Manager's review comments from 2/28/16: "One of Lisa's greatest strengths are the connections she makes with her customers through her own life experiences. She is able to quickly build rapport and earns trust with her.

New Brighton, MN

• Provided full life and disability solutions for the Farm Credit Association member market which included meeting with members, solution analysis, quoting, writing applications and overseeing underwriting to delivery of.
• Managed relationships with top management, loan officers and customer service representatives for five Farm Credit Associations which included training one on one and large groups along with weekly reporting &.
• Licensed in Life, Health and Disability in the state of MN, WI, ND & AR.

• Outside membership representative responsible for cold calling small business owners to communicate current state and federal legislative issues affecting their businesses.
• Implemented the principles taught in the book called ‘Integrity Selling, How to Sell the Way People Want to Buy’ by Ron Willingham. Focused on getting to know my customer and their needs, believing I can meet those.
• Responsible for acquiring new members and maintaining current members through the company’s renewal process.
• Provided training for new membership representatives when called upon.
• This was a high-volume, fast paced environment with emphasis on organizational and communication skills.