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.

• Assist with vacation planning support and reservation requests
• Coordinate accommodations, scheduling, and related services
• Maintain accurate client records and documentation in internal systems
• Communicate professionally with clients via email, phone, and online platforms
• Review confirmations and service details for accuracy and completeness
• Provide general customer service and administrative support
• Follow established processes and workflows
• Collaborate with internal teams to support client needs

Remote Vacation Service Advisor providing vacation coordination support

Vacation Service Advisor

Remote Vacation Service Advisor coordinating vacation bookings for clients. Focused on organization and communication in a fully remote position.

• Assist with coordinating bookings, reservations, and scheduling requests
• Gather and organize client information and preferences
• Review reservation details to ensure accuracy and completeness
• Communicate confirmations, updates, and follow-ups in a timely manner
• Maintain organized records of bookings and client interactions
• Support a smooth and efficient coordination process from start to finish

Booking & Reservations Assistant supporting scheduling and reservation coordination

Reservations & Booking Advisor – Entry Level

Booking & Reservations Assistant supporting scheduling and reservation coordination in a flexible remote environment. Ideal for organized individuals who enjoy a structured, client-focused approach.

• Assist customers and internal teams with parts related questions in person, via email and/or on phone
• Effectively communicate estimated parts ship and arrival times, and provide support for technical parts questions
• Accurately record parts transactions and data into our Dealer Management System
• Prioritize and efficiently manage a high volume of work and meet deadlines
• Maintain daily metric goals
• Perform other duties as needed

Parts Advisor assisting customers in parts questions at dealership

Parts Advisor

Parts Advisor at Herb Gordon Subaru assisting customers and internal teams with parts-related queries. Requires automotive experience and strong communication skills.

• 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.

• Be an expert in all Zillow Rentals Network products and services
• Perform a high volume of calls (approximately 40 per day) to increase participation from multifamily rental management companies
• Utilize Salesforce, Salesloft, and internal and third party reporting to prospect and strategize, log activity, and manage your calendar and opportunities.
• Clearly communicate performance expectations to clients internally and externally.
• Consistently meet and exceed success metrics, including revenue and retention, as well as activity based KPIS
• Excel in high-level conversations and presentations with decision-makers via Zoom and phone calls with a focus on building positive relationships to drive business results, as well as be proactive and reactive in servicing account needs
• Serve as a brand ambassador for Zillow Group, representing the best interests of the company, its advertisers, and industry partners
• Represent the voice of the customer to influence product, marketing, and sales process and improvement
• Execute against the MEDDPICC sales process and adopt Challenger principles in every customer interaction to drive insight-led, value-based conversations

Business Advisor focusing on client growth and retention in real estate sales

Business Advisor, SMB, Rentals

Business Advisor in Zillow Rentals driving growth and retention for existing client portfolios through consultations and strategic insights. Collaborating with clients to achieve sales goals and enhance partnerships.

• Support national account strategies for multi-region rental partners by executing day-to-day account management activities
• Maintain data accuracy and coordinate with cross-functional teams to deliver a consistent, high-quality partner experience
• Drive renewals, adoption, and performance insights across distributed portfolios
• Serve as a brand ambassador for Zillow Group, representing the interests of the company, advertisers, and industry partners
• Mentor and educate partners on Zillow’s products and services to achieve shared goals
• Conduct regular business reviews with partners to assess goals, analyze results, and provide recommendations
• Analyze data and communicate insights to identify strengths and opportunities for partners
• Demonstrate expertise in local real estate trends, compliance, and market activity
• Utilize Zillow’s tech stack, including Salesforce and analytics tools, to manage business and client relationships
• Represent the voice of the customer to influence product, marketing, and sales process improvements
• Execute against the MEDDPICC sales process and adopt Challenger principles in every customer interaction

National Business Advisor managing multi-region rental partner account strategies

National Business Advisor, Rentals

National Business Advisor managing multi-region rental partner accounts at Zillow. Supporting national account strategies through data management and education on Zillow’s products.

• Manage and retain a high‑value book of ~200 Evolve listings.
• Build strong, strategic relationships that reduce churn and drive long‑term partnership value.
• Act as a performance expert by delivering clear, data‑driven insights on property and portfolio performance.
• Serve as a trusted, go‑to resource for owners - providing support, strategic guidance, and growth recommendations.
• Proactively identify opportunities to improve owner performance and experience.
• Cross‑sell Evolve services to maximize portfolio value while staying current on industry trends and market dynamics.
• Increase NPS and LTV through upsells such as management tier upgrades, expanded availability, amenity improvements, and additional properties.
• Provide market and property analysis to help owners identify opportunities to expand their portfolios with Evolve.
• Conduct monthly and quarterly performance reviews to align on goals, insights, and next steps.
• Collaborate cross‑functionally with internal teams to deliver a seamless, high‑quality owner experience.
• Stay informed on the short‑term rental industry trends to advise owners on potential impacts to their business

Dedicated Advisor managing Evolve's vacation rental listings and owner relationships

Dedicated Advisor managing high-value Evolve vacation rental listings and fostering owner relationships. Delivering insights and strategic guidance to enhance performance and partnership value.

• Qualify a pipeline of highly qualified marketing-generated leads
• Provide a consultative, end-to-end selling experience for homeowners from warm, inbound inquiries
• Hit or exceed daily/weekly/monthly productivity expectations (average of 30-50 contacts per day)
• Guide homeowners towards choosing Evolve and manage an active sales pipeline
• Handle objections and help homeowners have a clear understanding of our value, services, and policies
• Manage sales activities within our CRM platform (Salesforce) and Sales Engagement Tool (Salesloft)
• Participate in regular training and skill sessions
• Collaborate closely with other peers to optimize sales strategies and elevate performance

Sales professional selling vacation rental services for Evolve

Vacation Rental Advisor

Sales professional qualifying leads and managing a sales pipeline for Evolve's vacation rental services. Providing consultative selling experience and collaborating with homeowners to ensure fruitful partnerships.

• - Support region and country teams in the adaptation and implementation of agency strategies, standards, tools, and best practices in humanitarian programming in LACRO, including emergency preparedness, response, recovery, and resilience. Promote effective engagement of partners, donors, and governments. Ensure a cross-sectoral approach that integrates gender, safe and dignified programming, and disaster risk reduction. Contribute to the development and implementation of global strategies and tools for humanitarian programming by documenting and sharing lessons learned from LACRO with others in CRS’ global Humanitarian Response Department.
• - Oversee and lead the development and delivery of capacity strengthening initiatives for humanitarian programming for regional and country teams and partners in LACRO. Lead the development of learning and training strategies and agendas/curriculums; organize and/or facilitate trainings, workshops and conferences; and provide mentoring and coaching for staff in CRS approaches and tools for emergency preparedness, response, recovery, and resilience programs.
• - Contribute to regional and country program staff efforts to position CRS for strategic growth opportunities in humanitarian programming. Coordinate and/or provide technical guidance in proposal development and project design to ensure technical excellence, including coordination of support from advisors in relevant technical sectors such as Food Security and Markets, Water Sanitation and Hygiene, Shelter and Settlements, Disaster Risk Reduction, and Safe and Dignified Programming.
• - Promote high-quality implementation and M&E for humanitarian programs in LACRO by coordinating or providing technical solutions for country and regional teams and partners. Support CPs to appropriately staff project teams.
• - Contribute to the agency knowledge management and learning agenda in humanitarian programming by promoting conditions for collective learning that ensure the capturing, documenting, and sharing of key successes, promising practices, lessons learned internally and externally.
• - Represent CRS in targeted regional forums to develop opportunities and better ensure collaboration and shared learning in humanitarian programming to influence technical partner approaches, future funding opportunities, and policies. Network with relevant organizations to increase CRS’ profile in humanitarian programming, influence in the regional humanitarian community, and donor diversification.
• - Assume temporary leadership roles such as proposal coordinator, technical design lead, or lead writer on proposal development teams or program manager, emergency coordinator, or chief of party for program management teams for strategic humanitarian programs in LACRO or in other regions as needed.

Technical Advisor III leading humanitarian response programming and capacity at CRS.

Technical Advisor III – Humanitarian Response Programming

Technical Advisor III leading CRS's humanitarian response programming in LACRO. Facilitating strategic growth and capacity building for humanitarian initiatives across the region.

• 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.

• Partner with key customers to understand and help achieve their cybersecurity objectives, initiatives, and desired outcomes with increased resiliency.
• Establish strategies and initiatives to raise cyber resilience through a programmatic approach using our methodology and a range of CRT offerings and deliverables.
• Engage cybersecurity stakeholders throughout the customer organizations at all levels, including C-level, technical cybersecurity professionals, and major supporting lines of business.
• Leverage your cybersecurity operational and technical knowledge to recommend and deliver appropriate improvements to current or new programs.
• Drive adoption of Immersive's software to maximize the value.
• Immerse yourself into the cybersecurity community to remain informed of evolving threats, trends, and new technologies.
• Collaborate with internal Immersive teams as the voice of the customer and representative of the CRT to support product innovation and content development.
• Support customers in sustainably operationalizing and incorporating the Immersive Platform into their cybersecurity programs.
• Use in-depth statistical analysis with platform metrics to deliver intelligence and insights on customer capabilities, cyber preparedness, and responsiveness.
• Develop custom reports and insights with narratives and recommendations to raise awareness of the value created and enhance capability and resiliency across the customer organization.
• With the Customer Success Manager (CSM), assist in delivering Executive Business Reviews (EBRs) to customers, providing executive-level reports and insights that help drive long-term account health and expansion opportunities.

Cyber Resilience Advisor partnering with US Federal team for cybersecurity outcomes

Cyber Resilience Advisor – Federal

Cyber Resilience Advisor in the Cyber Resilience Team supporting US Federal customers. Partnering with clients to optimize cybersecurity outcomes through Immersive's platform.

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