Advisor

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help them achieve their financial protection and planning goals
• Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being
• Regularly review and update clients' financial plans and insurance policies
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Financial Advisor at the Vrana Network - Northwestern Mutual

Client Advisor – Athletic Background

Financial Advisor at the Vrana Network - Northwestern Mutual engaging with clients to achieve financial goals. Providing personalized guidance and services to secure clients' financial well-being.

• Serve as Primrose's subject matter expert on early childhood education policy, childcare licensing, accreditation, and regulatory compliance.
• Monitor legislative and licensing developments across Primrose markets; translate complex requirements into practical guidance.
• Partner with internal teams and franchise owners to support school operations, site development, health and safety standards, and accreditation efforts.
• Guide franchise owners and field teams through licensing processes, including pre-opening strategy, inspections, agency interactions, and citation response.
• Build and maintain relationships with licensing agencies and regulatory stakeholders across Primrose's operating footprint.
• Oversee Primrose's accreditation support program, including guidance materials, readiness resources, renewal tracking, and support for schools pursuing or maintaining accreditation.
• Serve as the liaison between Primrose and accrediting organizations, maintaining expertise in accreditation standards, requirements, and emerging trends.
• Lead webinars, training sessions, and educational resources related to licensing, accreditation, policy developments, and regulatory compliance.
• Collaborate with Operations, Education, Development, Legal, and other internal teams to incorporate policy and regulatory expertise into company standards, resources, and strategic initiatives.

Policy Advisor at Primrose focusing on early childhood education policy.

Policy Advisor

Policy Advisor at Primrose providing expertise in early childhood education policy and regulatory compliance. Collaborating with internal teams and licensing agencies to support educational excellence across the organization.

• Supports a culture of safety by promoting adherence to OSHA, FAA, TSA, and company safety standards.
• Conduct regular ramp and above wing safety audits; issue corrective actions or warnings as needed.
• Promote compliance with OSHA, FAA, TSA, and company safety policies and procedures.
• Lead and participate in safety committee meetings to review data and identify improvement areas.
• Investigate and document accidents, incidents, and injuries, ensuring timely follow-up and reporting.
• Collaborate with station and regional leadership to develop and implement corrective and preventative actions.
• Review and analyze safety metrics, trends and reports to recommend targeted interventions.
• Support training efforts by identifying safety-related skill gaps and coordinating follow-up or remedial trainings.
• Engage employees in safety initiatives and reinforce accountability through communication and recognition.

Station Safety Advisor ensuring safety standards at Worldwide Flight Services warehouse.

Air Logistics Station Safety Advisor – Seasonal

Station Safety Advisor ensuring adherence to safety standards at Worldwide Flight Services. Conducting audits, incident investigations, and collaborating for safety improvements.

• Perform PURE 360 Risk assessments by evaluating complex and varied property conditions across regions, construction types, and environmental factors, assessing risk exposure.
• Analyze and interpret findings to assess loss probability and severity, using professional judgment to determine appropriate recommendations.
• Recommend loss prevention strategies by identifying practical solutions and prioritizing actions based on risk impact.
• Using professional judgment, technical expertise, and discretion, this role assesses property conditions, evaluates replacement cost considerations, identifies material risk factors, and determines the significance of exposures that may affect underwriting decisions, loss potential, and business operations.
• Partner with Underwriting and internal stakeholders to provide insight that supports risk selection and business decisions.
• Evaluate unique site conditions and risk factors by applying technical knowledge and experience to geographic and peril-specific scenarios.
• Operate independently in the field with flexibility in approach and execution, adapting methods based on property-specific conditions.
• Communicate assessment results and recommendations clearly, including the rationale behind decisions and potential risk implications.
• Serve as a trusted representative of the PURE brand in members’ homes, building credibility through thoughtful, knowledgeable engagement while bringing humility, professionalism, and genuine care to every interaction – delivering a service experience that reflects our commitment to excellence.

Risk Manager assessing property exposures for PURE members

HNW Residential Property Advisor

Risk Manager evaluating property risks and recommending mitigation strategies for PURE’s high net worth clients. An independent role performing assessments and collaborating with underwriting teams.

• Designing and delivering high-quality, scalable Medicaid Drug Rebate applications
• Leading efforts to optimize complex workflows and creating intuitive interfaces
• Collaborating with various teams across the company’s Pharmacy enterprise
• Supporting the drug rebate solution for state clients in maintenance and operations
• Providing expertise to internal and external stakeholders
• Developing and providing technical documentation and overseeing test-plan development

Medicaid Drug Rebate Product Advisor designing scalable applications

Medicaid Drug Rebate Product Advisor

Medicaid Drug Rebate Product Advisor designing and delivering scalable Medicaid Drug Rebate applications. Leading efforts in optimizing workflows and creating compelling user interfaces across various teams.

• Establishing strong connections with new businesses
• Generating a robust client portfolio through various prospecting methods
• Expertly presenting product insights to potential clients, showcasing how our solutions address their needs
• Managing and growing existing accounts through upselling and cross-selling
• Conducting effective closings to meet the unique requirements of new clients
• Engaging in targeted research and proactive engagement for prospecting purposes

Digital Media Advisor developing digital media strategies for SMB clients

Digital Media Advisor

Digital Media Advisor developing digital media strategies for SMB clients. Opportunity to collaborate with a dynamic team and achieve marketing objectives with remote work options.

• Transition Your Agricultural Skills into Financial Services: Help clients navigate financial decisions.
• Build long-term relationships with clients and understand their unique needs.
• Provide tailored financial solutions through personalized insurance solutions and financial planning.

Financial Representative helping clients achieve financial goals through personalized solutions

Field Advisor, Agriculture

Financial Representative at Northwestern Mutual, assisting clients with tailored insurance solutions and financial planning. Building long-term relationships to support client needs.

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