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.

• 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.

• Build, qualify, cultivate, solicit, and steward a personal portfolio of approximately 100–125 major donors and prospects.
• Develop individualized donor strategies to deepen engagement and increase philanthropic investment aligned with Alzheimer’s Association priorities.
• Assume responsibility for annual revenue and activity goals; meet or exceed assigned fundraising targets.
• Develop and implement strategies to grow the major and strategic giving pipeline within the assigned chapters.
• Build and execute comprehensive fundraising strategies for six‑ and seven‑figure solicitations.
• Partner with chapter field leadership and staff to develop integrated donor strategies that enhance the donor experience and strengthen chapter, territory and organization wide fundraising.
• Work collaboratively and strategically with colleagues across the Association to expand the pipeline of major and strategic gift prospects.
• Maintain accurate and timely CRM records to support strong data management and reporting practices.
• Monitor, evaluate, and report on progress toward goals; use data insights to inform portfolio strategy.
• Represent the Alzheimer’s Association at donor meetings, events, community engagements, and networking opportunities.

Senior Donor Advisor managing major gifts for the Alzheimer’s Association

Senior Donor Advisor

Senior Donor Advisor at the Alzheimer’s Association building relationships with major donors. Focused on increasing philanthropic investment and driving revenue through donor strategies.

• 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.

• 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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