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.

• Work directly with organizations to help them transform strategic intelligence into practical action.
• Guide clients through assessments, workshops, tabletop exercises, and strategic engagements.
• Build trusted relationships with client stakeholders by understanding their objectives, challenges, and organizational priorities.
• Conduct assessments of client economic security and risk management programs using established advisory methodologies.
• Develop practical recommendations that help clients mature their programs and integrate Strider intelligence into daily operations.
• Lead collaborative workshops that enable clients to operationalize Strider data and improve organizational resilience.
• Facilitate executive and operational tabletop exercises focused on geopolitical risk, insider risk, and organizational response.
• Deliver threat briefings, training sessions, and playbook development workshops tailored to client needs.
• Partner with Customer Success Managers to ensure clients achieve successful onboarding, adoption, and measurable business outcomes.
• Collaborate with Sales during strategic customer engagements, product demonstrations, and program maturity assessments.
• Represent Strider at customer events, workshops, and industry conferences, contributing to thought leadership in the field.

Senior Client Advisor helping organizations operationalize strategic intelligence and strengthen security programs

Senior Client Advisor

Senior Client Advisor working with organizations to operationalize strategic intelligence and strengthen their security programs. Collaborating closely with various teams to deliver measurable value from Strider's solutions.

• Provides franchisees with industry training and support in assigned region while driving profitability
• Part of new store launches
• Building, driving, and implementing a strong Catering program to franchisees
• Implementing franchisee store Startup Program
• Maximize restaurant profits at each location through business performance, P&L reviews, training, and store operation evaluations
• Oversee the operations of multiple restaurants
• Developing sales strategies and business development plans
• Collaborate with the marketing team to execute local campaigns (active and digital)
• Understanding KPIs & analytics
• Training and reinforcing the franchise model, system, and best practices
• Guide, train, and manage hourly employees, management, and supervisors
• Ensure that all branches follow safety, health, and business laws and regulations and operation of essential equipment.
• Compiling brand compliance data
• Uphold brand standards of excellence and service, guaranteeing quality performance
• Organize and implement training programs for franchisees with increasing brand awareness in your region
• Participating in regional meetings; completing, maintaining, and processing required paperwork
• Maintains a high level of knowledge and skills in all areas of operations and training
• Consults with franchisees to ascertain and define needs or problem areas and determines scope of investigation required to obtain solutions.
• Advises Brand Leader on issues identified through communication with franchisees.
• Following up with franchisees on weekly/bi-weekly basis to ensure the best results.
• Compiles brand compliance data and helps franchisees upgrade their image.
• Completes, maintains, and processes required paperwork, records, and daily reports
• Maintains daily and weekly schedule in Microsoft Outlook (minimum of two weeks in advance).
• Responsible for building and following instructions for new location setups; including having full understanding of tools and ability to use.
• Taking initiative to advance programs that will benefit the brand and all franchisees.
• Travel 50-75% in and outside region.

Business Advisor supporting franchisees at The Great Greek Mediterranean Grill

Business Advisor

Business Advisor for The Great Greek Mediterranean Grill providing industry training and support to franchisees. Driving profitability and participating in new store launches across the assigned 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.

• 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.

• Commission-Only with uncapped earning potential
• Average new agents earn $800–$1,200 per policy
• Part-Time: $50K+ your first year
• Full-Time: $80K–$300K+ your first year
• Agency Owners: $200K–$500K+ annually in system-driven income

Client Protection Advisor at Meron Financial Agency providing commissioned sales support

Client Protection Advisor

Client Protection Advisor at Meron Financial Agency focusing on commission-based sales and mentorship in the financial industry. Opportunity for building an agency with income potential.

• Advisor I, Admissions plays a pivotal role in the effective recruitment and enrollment of new learners at Nightingale College.
• Serve as the first point of contact for prospective learners, delivering exceptional customer service while guiding applicants through the admissions process.
• Responsible for collecting and assisting with the completion of the required admissions documents to meet compliance and accreditation standards.
• Initiate outbound phone calls and handle inbound calls in response to inquiries each day to set appointments and conduct interviews with prospective learners.
• Contact prospective learners to confirm and conduct scheduled appointments, ensuring all necessary information is communicated, any questions are addressed, and adherence to all compliance and accreditation standards is maintained.
• Provide a daily activity report (DAR) to the Supervisor.
• Generate leads by requesting referrals and enter all new inquiry information in the appropriate system.
• Follow the contact strategy and track all correspondence with prospective learners in the appropriate system.
• Utilize the Discover, Commit, Start Application process with prospective learners.
• Assist prospective learners, learner families, and other relevant parties who may be involved in decision-making.
• Invite qualified applicants to apply, ensuring they receive all necessary information and support throughout the application process.
• Answer questions about the appropriate Nursing Program with accuracy.
• Update and maintain learner records in the learner management system (LMS).
• Review all required documentation needed for new learner enrollment, resolving any conflicting information in electronic files to ensure accreditation and compliance standards are met.
• Collaborate with other functions to provide the highest level of service for enrolling learners.
• Review the eLearn assessment results to evaluate and determine the suitability of prospective learners for admission to the college.
• Participate in weekly Admissions meetings including 1:1s, coaching meetings, trainings, and team meetings.
• Participate in the successful implementation of other functional projects as they arise.

Advisor I, Admissions helping enroll new learners at Nightingale College

Advisor I – Program Enrollment

Advisor I, Admissions guiding prospective learners through the admissions process at Nightingale College. Responsible for document collection and compliance with accreditation standards.

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