Effective and outgoing team member with 21+ years of experience serving financial professionals in finding their ideal clients, improving their client engagement, and their branding efforts. Primary focus is to provide support of our financial professionals who make up the Central Mountain Complex. Collaborate directly with the associates and their teams to promote and train to the available marketing tools, resources, and content, as well as how they can be implemented into their practices to drive activity and sales.Serve as subject matter expert through planning committee participation.Work in partnership with executive team to leverage tools and resources, ensuring alignment of strategies for growth.• Assisted Financial Advisors to improve client retention and satisfaction through creation of marketing collateral for client service programs, segmentation practices and client reviews.• Drove attendee engagement, satisfaction, and loyalty through successful planning of client appreciate and education events. • Reduced operational costs by raising $139,000.00 in funds for biennial education conferences, supporting 175+ attendees.• Enhanced skills and built core competencies of sales team, by conducting annual marketing and branding training sessions.• Created efficiencies and scalability for Advisors by sharing best practices of successful financial professional’s career path, through monthly “Associate Spotlight” teleconferences. • Drove positive company culture and recognition by nominations for: National (1), Regional (5) Honor Associates and Hearts in Action awards (1).• Established professional brand and digital presence through creation of branch website, content, and design. Reduced costs and streamlined development time through creation of website template, to convert eight additional branch locations.
Listed skills include Public Relations, Marketing Strategy, Event Planning, Social Media, and 22 others.
