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.

• Identify potential members and develop proposals detailing how OCCU can benefit them
• Achieve call targets and other goals, including deposit growth, small business loans, and treasury management services
• Establish valued relationships with business members and regularly conduct relationship reviews within the business portfolio
• Expand OCCUs commercial and business banking reach in the counties we serve
• Develop new banking relationships with business prospects while growing and managing a business portfolio to achieve established goals
• Work with branch partners to maximize sales and service efforts for business members and cross-sell other OCCU products and services
• Network with centers of influence, including accountants, attorneys, brokers, and other referral sources, to develop business relationships
• Develop and maintain an in-depth knowledge of OCCU products and services, as well as competitor products
• Complete loan requests for underwriting consideration and communicate effectively with underwriting and processing staff
• Ensure solutions maintain compliance with OCCU and regulatory standards
• Maintain strong attention to detail, organization, motivation, confidentiality, and alignment with OCCUs vision and values

Regional Business Relationship Advisor growing OCCUs presence across Central Oregon

Regional Business Banking Advisor

Regional Business Banking Advisor developing relationships with small to middle market businesses at OCCU. Focused on community engagement and business development across Central Oregon.

• Manages time and resources efficiently and effectively
• Develops and implements strategic and tactical plans with strong considerations to client challenges.
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
• Reviews client information, including financial statements, risk investment profile and cash availability.
• Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
• Works in a team environment to maintain a book of business and meet or exceed annual sales targets.

Wealth Advisor helping clients achieve financial objectives at TIAA

Wealth Advisor

Wealth Advisor collaborating with clients to identify financial goals and develop customized investment strategies. Managing a book of business and providing financial guidance in multiple locations across the US.

• Resolve inquiries to complete satisfaction via phone, email, and chat, acting as the primary point of contact for members throughout their journey.
• Manage the backend tasks required to move members through healthcare processes, including appointment confirmations, medical information retrieval, and troubleshooting.
• Build strong, empathetic bonds with clients and advocates, navigating tough conversations with grace and a solution-oriented mindset.
• Identify bottlenecks or 'friction points' in the customer journey and collaborate with leadership to implement automation or workflow optimizations.
• Act as a natural troubleshooter, guiding users through basic browser, mobile app, or connectivity issues related to the platform.
• Meticulously document all interactions in the CRM and track feedback to help our partners build a world-class experience.
• Facilitate quick resolutions for site-specific issues and ensure seamless handoffs between clinical teams and advocates.

Care Advisor I providing operational support in a remote healthcare service role

Care Advisor I

Care Advisor I providing operational support in a remote healthcare service role. Assisting patients and healthcare advocates with inquiries through omnichannel communication and relationship management.

• 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.

• Develop an understanding of clients' business strategic priorities, risk strategies, and risk management needs
• Identify the need for new products and develop innovative solutions while building and maintaining relationships with clients
• Acts as lead advisory colleague on a complex books of business
• Develops renewal/placement strategies in conjunction with the Placement, Advisory Leader and Client Executive and executes in accordance with client instructions
• Analyzes quotes from carriers and provides analysis to more senior Advisory colleagues and/or clients to assist with developing solutions and renewals
• Supports more senior Advisory colleagues to reach business goals and RFP’s through research and document preparation to support and assist the design, development, and marketing of new insurance and risk products
• Manages follow-up on coverage changes with underwriters to ensure the coverage specifications are correct
• Builds and maintains client and market contact at appropriate levels to execute effectively on client’s program
• Contributes to the firm’s body of knowledge through active internal communication to keep abreast of changing risk and insurance market conditions
• Contributes to client retention through effective risk solutions and excellence in service

Client Advisor managing marine insurance portfolios for complex clients

Client Advisor – Marine

Client Advisor managing marine insurance portfolios for clients in Los Angeles, Seattle, Portland, or San Francisco. Building relationships and developing innovative risk management solutions.

• Support Senior Owner’s Advisors in successful planning, procurement development and strategy, procurement and project execution, and compliance of collaborative delivery projects.
• Act as a liaison between the project owner and various stakeholders.
• Help Owner’s selection of project delivery methods, plan and support market sounding, develop Requests for Qualifications and Proposals, identify risk and recommend mitigation strategies, and review responses.

Junior Owners Advisor supporting project execution and compliance for collaborative delivery projects

Junior Owners Advisor

Junior Owners Advisor at Brown and Caldwell supporting project planning, procurement, and execution for environmental engineering projects. Liaising with stakeholders and ensuring compliance with budget, schedule, and quality standards.

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