Advisor

• Provide franchisees with industry training and support in the assigned region while driving profitability
• Build, drive, and implement a strong catering program for franchisees
• Implement the franchisee store startup program
• Maximize restaurant profits through business performance and P&L reviews, training, and store operation evaluations
• Oversee operations of multiple restaurants
• Develop sales strategies and business development plans
• Collaborate with marketing on local active and digital campaigns
• Analyze KPIs and analytics
• Train and reinforce the franchise model, system, and best practices
• Guide, train, and manage hourly employees, management, and supervisors
• Ensure branches follow safety, health, business laws, regulations, and essential equipment procedures
• Compile brand compliance data and help franchisees upgrade their image
• Uphold brand standards, service excellence, and quality performance
• Organize and implement franchisee training programs to increase regional brand awareness
• Participate in regional meetings and complete, maintain, and process required paperwork, records, and daily reports
• Consult with franchisees to identify needs or problem areas and determine investigation scope for solutions
• Advise the Brand Leader on issues identified through franchisee communication
• Follow up with franchisees weekly or bi-weekly
• Maintain a daily and weekly schedule in Microsoft Outlook at least two weeks in advance
• Build and follow instructions for new location setups
• Take initiative to advance programs benefiting the brand and franchisees
• Travel 50–75% in and outside the region

Business Advisor supporting Mediterranean restaurant franchisees for global franchising leader UFG

Business Advisor

Business Advisor supporting The Great Greek Mediterranean Grill franchisees for UFG, a global franchising leader.
Driving restaurant profitability, operations, training, catering programs, and new store launches across an assigned region.

• 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.

• Diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs
• Presenting clients with accurate market data from reliable sources
• Providing proactive, day-to-day client service
• Gathering important information about risk management needs and financial loss tolerance
• Evaluating and proposing a variety of solutions to effectively manage risks
• Creating and presenting renewal proposals to existing clients
• Conducting engaging annual Client Advisory reviews
• Negotiating with multiple insurance carriers to offer comprehensive coverage options

Private Client Advisor tailoring personal insurance solutions for clients at MMA

Private Client Advisor

Private Client Advisor diving into client exposures and recommending tailored personal insurance solutions at MMA. Delivering exceptional service and driving client retention through effective risk management strategies.

• Conduct Retirement Readiness Reviews, as well as other individual meetings and group presentations, with targeted participants using consultative expertise to improve retirement outcomes
• Develop and maintain strategic partnerships with key stakeholders for each location within assigned territory or for assigned employer-sponsored plans
• Conduct one-on-one virtual and on-site group meeting by using various technologies in a professional manner
• Manage meeting schedule, including travel booking
• Create and execute dynamic business plans and tactics to drive positive retirement income objectives for participants
• Document interactions in Salesforce and collect required information to adhere to guidelines for regulatory compliance
• Achieve plan level and individual goals to help achieve service level agreements and business results
• Participate in client meetings, sales finals, or other external meetings as needed
• Work collaboratively across internal service and management teams to improve effectiveness

Retirement Plan Advisor assisting clients in achieving successful retirement

Retirement Plan Advisor

Retirement Plan Advisor assisting individuals with financial future and retirement planning through presentations. Working with public employees in the Las Vegas region.

• 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.

• 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.

• 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.

• Serve as a West Coast regional liaison between Slate service repair facilities and Service, Quality, and Engineering teams to quickly root-cause and recommend repair actions for Slate product issues.
• Provide on-site assistance to service repair facilities and technicians when requested.
• Provide expert repair guidance to service technicians on complex technical issues.
• Support service technicians with high voltage battery pack testing, repair and replacements, discharging, and powering up.
• Track and communicate in-field issue resolution to ensure the highest level of customer satisfaction.
• Work with Slate Parts, Quality, and Logistics teams to coordinate part ordering escalation and returns.
• Provide support to Slate Sales and Slate Customer Care to assist with customer concerns and case escalations.
• Identify ECU software and calibration issues, collecting data logs, and documenting findings for Engineering and supplier review.
• Work with Slate Warranty team for warranty claim disputes, approvals, and authorization of good will.
• Ensure service center certification standards and compliance are being met.
• Ensure a consistent and efficient repair strategy across the Slate service network.
• Monitor service repair processes and make recommendations on future training opportunities to Service and Slate University teams.

Field Service Technical Advisor resolving complex vehicle issues for Slate.

Field Service Technical Advisor

Field Service Technical Advisor enhancing customer satisfaction by resolving vehicle issues on-site. Collaborating with teams to ensure effective repairs and service quality across multiple West Coast states.

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