Consulted advisors on advanced, retirement accumulation/distribution, investment, and business sales concepts and financial strategies, including estate planning, social security, income generation, and tax/portfolio management strategies.

As a Partner and talent scout (recruiter), I coached and developed financial representatives to work with families and individuals in the Christian Community. As a Partner I actively looked for top talent that might be the right fit for the FR career opportunity with our company. I was passionate about providing continued support through training and coaching new FRs and supporting the veterans that were in my zone. I helped coach advisors to:• Launched and recruited high… Show more As a Partner and talent scout (recruiter), I coached and developed financial representatives to work with families and individuals in the Christian Community. As a Partner I actively looked for top talent that might be the right fit for the FR career opportunity with our company. I was passionate about providing continued support through training and coaching new FRs and supporting the veterans that were in my zone. I helped coach advisors to:• Launched and recruited high achievers into meaningful careers • Help Christians meet their financial goals by executing our proven advice sales process with prospective and existing members. • Explore with members the many ways their money choices can reflect their values.• Help members feel comfortable and confident with their financesFor Thrivent social media guidelines and important disclosure information visit Thrivent.com/social. Show less

I listened to what was important to my clients and helped them with their short term and long term financial goals. They knew that I had compassion to make sure their goals were going to be met each and every time they met with me.