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.

• Compile, process, and maintain commission transactions, including coding, adjustments, and reconciliations
• Prepare, input, and track commission batches received from sponsors and representatives
• Perform quality control on transactions and data to ensure accuracy and compliance with company standards
• Research and resolve discrepancies related to commission statements, payments, and account activity
• Support weekly compensation and payroll processing activities
• Maintain accurate records and documentation to support audit and compliance requirements
• Collaborate with internal teams and external partners to resolve issues and support operational workflows
• Assist with escalations, priority requests, and time-sensitive processing tasks
• Contribute to process improvement initiatives and support system enhancements as needed
• All other duties as assigned

Senior Compensation Advisor

• Provide audiological and technical support to customers through hearing aid fitting assistance and providing product information
• Technical support for current and discontinued product lines including answering hearing aid fitting questions
• Conduct internal product and software training
• Interact with Customer Service, Quality Engineering, Product Management, Research and Development, Software Engineering and Sales
• Document customer interactions in systems designated by the company
• Maintain current knowledge through continuing education regarding audiologic, amplification and computer hardware/software issues

Provide audiological and technical support for hearing aid systems at GN

Aud Fitting Support Advisor

Provide audiological and technical support for hearing aid systems at GN. Assist customers with fitting, troubleshooting, and product information.

• Drive the reliability, availability, and scalability of mission-critical applications supporting Voice Self-Service and Automation capabilities
• Lead and support a blended team of employees and consultants operating across onshore and offshore locations in a 24x7 environment
• Implement proactive monitoring, alerting, and observability solutions to identify and resolve issues before they impact customers or business operations
• Conduct root cause analysis of application and system failures, implementing sustainable corrective actions to prevent recurrence
• Develop automation solutions that streamline deployments, configuration management, operational processes, and application health checks
• Partner with engineering teams to design, deploy, and support resilient solutions that maximize system stability and performance
• Advance self-healing capabilities that reduce manual intervention and improve overall service availability
• Analyze availability, reliability, and performance metrics to identify improvement opportunities and drive operational excellence
• Participate in major incident management, service restoration activities, and post-incident reviews impacting the STP organization
• Champion best practices in cloud operations, automation, observability, and platform resiliency.

Application Development Senior Advisor driving automation for resilient application systems

Senior Application Development Advisor

Application Development Senior Advisor at Cigna managing mission-critical applications for Voice Self-Service and Automation. Leading automation initiatives and driving operational excellence across platforms.

• Manage the Microsoft Enterprise Agreement renewal & true up process.
• Manage a pipeline of enterprise-level Microsoft sales opportunities.
• Provide pre-sales support to sales reps and customers on Microsoft licensing & cloud solutions.
• Identify new Enterprise Agreement and Azure CSP prospects.
• Deliver Microsoft product roadmap, licensing and financial content to customers.
• Participate in local customer events to deliver Softchoice content.
• Develop and deliver training to Softchoice sales teams on Microsoft products and services.
• Collaborate with Professional Services Architects and Managed Cloud Advisors to increase customer’s cloud consumption.
• Engage with local Softchoice sales teams and Microsoft sales teams to sell jointly into territories and customer accounts.

Enterprise Microsoft Software Advisor managing licensing and sales strategies for Softchoice.

Enterprise Microsoft Solution Advisor

Enterprise Microsoft Software Advisor managing Microsoft licensing and enterprise-level sales at Softchoice. Driving growth through strategy execution and collaboration with local sales teams.

• Source and acquire new clients to build business
• Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
• Follow up with prospective clients, maximize relationships, create referrals and referral partnership
• Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
• Develop and maintain a base of clients who value your input and guidance
• Work with clients to keep their financial plans current and aligned with their goals
• Maximize relationships, create referrals and keep SalesForce updated
• Research industry guidelines. Stay up to date with current events and market trends
• Comply with current policies and procedures for financial, investment, tax and insurance industry

Senior Wealth Advisor managing client relationships and financial planning

Senior Wealth Advisor

Senior Wealth Advisor at Cetera managing client relationships and providing comprehensive financial planning advice. Seeking proactive individuals with extensive industry experience for team collaboration.

• 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.

• Diving deep into client exposures and loss experiences to understand their current coverages.
• Recommend the right products and services that fit their needs perfectly.
• Present clients with accurate market data.
• Help clients navigate complex risks with informed advice.
• Make proposals to existing clients during renewals.
• Conduct annual Client Advisory reviews to keep clients engaged and informed.
• Measure success by client retention and deliver exceptional service.

Senior Private Client Advisor managing tailored insurance solutions at Marsh McLennan Agency

Senior Private Client Advisor

Senior Private Client Advisor diving into client exposures and needs at Marsh McLennan Agency. Delivering exceptional service and tailored insurance solutions for High-Net-Worth clientele.

• Perform comprehensive visual assessments of building systems including architectural, structural, mechanical, electrical, plumbing, and fire life safety components
• Document existing conditions, deficiencies, and operational performance of facility assets using standardized assessment methodologies and industry best practices
• Evaluate remaining useful life of building systems and components, applying engineering and architectural design standards to determine replacement timing and priorities
• Generate detailed cost estimates for capital repairs, replacements, and renewals to support client budget planning and strategic decision-making
• Utilize specialized assessment software platforms (VFA facility by Gordian, FOScore by CannonDesign, and Corrigo) to capture, analyze, and report facility condition data
• Collaborate with multidisciplinary assessment teams to ensure comprehensive coverage of all building systems and accurate reporting of findings
• Conduct on-site field work that requires extended periods of walking, climbing ladders, and accessing mechanical spaces and building infrastructure areas
• Prepare clear, professional assessment reports and presentations that translate technical findings into actionable recommendations for clients

Facility Condition Advisor conducting assessments and evaluations for real estate assets

Facility Condition Advisor

Facility Condition Advisor focused on comprehensive facility assessments for diverse real estate portfolios. Utilizing technical expertise and assessment software to assist clients with strategic capital planning.

• Partner with Relationship Managers and external Centers of Influence to acquire, grow and retain relationships by creating best-in-class customer experiences for Business Banking customers to support lending needs
• Demonstrate expertise in credit analysis and underwriting for complex business clients, including the ability to assess financial statements, cash flow, collateral, and risk factors in coordination with credit partners, and present recommendations to clients
• Generate new business from existing or independently sourced new client relationships and work in close partnership with Relationship Managers to enable acquisition of the full client relationship
• Proactively provide feedback and present ideas for improving or implementing processes and tools
• Manage the sale of products or services within a specified district, territory or lending vertical
• Select and develop referral sources, leads and contacts and participate in trade shows and sales events, as required
• Provide management with appropriate and timely reporting and communications regarding lead generation, new transactions, forecast changes, market conditions and competitive issues
• Ensure that all transactions from origination through close of deal are processed completely, accurately, in accordance with quality customer service standards and turn-times

Senior Business Lending Advisor managing business banking client relationships

Senior Business Lending Advisor

Senior Business Lending Advisor partner with Relationship Managers to support lending needs and grow client relationships in business banking. Demonstrating expertise in credit analysis and underwriting for complex business clients.

• Support development and presentation of treasury solutions for TPS clients.
• Assist with sales activities including proposals, pricing, and pipeline management.
• Analyze financial, company, and industry data to determine the needs of the client for proper structuring of the Bank's Treasury products and services.
• Collaborate with Service and Onboarding teams to ensure smooth client implementation experience and service resolution.
• Maintain accurate records and reporting to track performance and client activity on Salesforce alongside aligned Treasury Consultant.
• Attend industry forums and community events, enhancing the Bank’s brand, staying updated on market trends, and leveraging insights to support sales strategies.

Treasury Advisor delivering tailored treasury solutions for commercial clients

TPS Treasury Advisor – Food, Consumer & Ag

Treasury Advisor delivering tailored treasury solutions within BMO’s U.S. Commercial Bank. Partnering with sales professionals to drive growth and enhance client experience.

• 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.

• Provide full Project Controls leadership across assigned projects and/or portfolios, including cost, schedule, forecasting, and performance management
• Lead the development, implementation, and continuous improvement of project controls processes, tools, and reporting frameworks
• Deliver advanced analysis and insights (cost, schedule, KPIs), translating complex data into clear, actionable recommendations for leadership
• Influence project strategy and execution by identifying risks, challenging assumptions, and recommending mitigation and optimization opportunities
• Partner with Project Managers, Engineers, and stakeholders to drive scope definition, change management, and financial governance
• Oversee and validate project forecasting, including expenditure profiles, accruals, and long-range outlooks
• Lead variance analysis and ensure clear articulation of drivers, impacts, and recovery plans to senior leadership
• Establish and track key performance indicators (KPIs) to improve portfolio execution and predictability
• Support and guide the implementation of earned value or milestone-based performance measurement approaches
• Provide mentorship and technical guidance to junior Project Controls team members and support capability development across the function
• Collaborate with contractors and field teams to ensure accurate cost capture, including oversight of Digital LEMs and field cost processes.

Senior Advisor Project Controls leading cost and schedule management for project success

Senior Advisor, Project Controls

Senior Advisor Project Controls with Enbridge leading cost, schedule, and forecasting management. Collaborating with project managers to drive project success through actionable insights and risk management.

• Assess needs and identify participants’ goals and objectives for CFSS services.
• Educate and train participants on differences between service delivery models and CFSS program.
• Write or help write Service Delivery Plans (SDP) that address goals and objectives of participants with varying needs and accommodations.
• Be knowledgeable of general medical diagnoses and appropriate care for clients with various diagnoses.
• Communicate with participants, and staff to manage quality assurance of care for participants.
• Provide resources to participants and Participant Representatives to foster greater independence.
• Serve as liaison with lead agencies to ensure SDP are acceptable and in compliance.
• Collaborate with Agency and Budget providers to ensure SDP is being followed.
• Interpret assessments to identify goods, services, and personal care plans that address ADLs, IADLs, and complex health needs of all participants.
• Identify staffing requirements to address needs stated in assessment, including backup staffing plans.
• Understand and communicate the complexities of goods, services, and care plans and how they impact units VS budgets depending on selected service plans.
• Manage case load of participants closely to identify and facilitate any needed changes in their SDP.
• Coach participants on how to hire, train, and manage support staff to meet their needs.
• Create and oversee service budgets that ensure finances cover the duration of the service period and address all goods, services, cares, fees, and taxes that are pertinent to the participant.
• Manage scheduled meetings throughout the service period to deliver uninterrupted support for participants.
• Master various communication methods to ensure assigned participants have a means to be in contact as needed.
• Accurately document all interactions in a clear and concise manner in client management systems.
• Understand HIPPA and ADA regulations and uphold the integrity of Asura privacy and conduct policies.
• Contribute to company’s person-centered mission by being able to work on other duties that may be assigned.

Consultation Advisor responsible for managing service delivery plans for participants

Consultation Advisor

Consultation Advisor responsible for developing service delivery plans based on county assessments. Managing successful plans through communication with participants and service agencies.

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