Director of Marketing

• Sep 2021 - Present

- Responsible for all aspects of marketing, promoting, sales, and management of employee benefit products including retirement, pension, and insurance plans. - Creates and presents educational and informational group meetings for client employees. - Conducts one-on-one meetings with client employees to facilitate their employee benefit needs. - Provides guidance to clients and client employees regarding compensation packages. - Responsible for implementing company-wide products and processes.

Senior Advisor Development Specialist

• Aug 2012 - Aug 2021

- Managed all aspects of Principal’s fee-based financial planning service, including (but not limited to) on-boarding, training, support, communication, recruitment, and marketing. - Created a new fee-based financial consulting service significantly reducing advisor workload. - Significantly increased the number of fee-based plans, planners, and revenue. - Implemented and managed relationships with third-parties including AdvicePay, Riskalyze, MoneyGuide and eMoney. - Conducted in-person and remote presentations to all sizes of internal and external partners. - Served as a team leader through work delegation, being a subject matter expert, and as the primary contact for internal and external partners. - Facilitated the transition to a new company-wide financial planning software platform. - Led and/or assisted with various pilot programs, special projects, compliance initiatives, audits, and the implementation of new products and services.

Financial Consultant

• Jul 2002 - Aug 2012

- Licensed independent Financial Consultant. - Created hundreds of new consumer and small business clients. - Managed over $10 million in assets. - Provided clients with hands-on financial planning through risk-based tolerance asset-allocation. - Marketed, sold, and serviced mutual funds, annuities, life insurance, and long-term care products. - Initiated and facilitated enrollment meetings and educational seminars for existing and prospective clients. - Developed relationships with third-party organizations to meet the financial planning needs of their clients. - Created a niche business model to meet the financial needs of agricultural cooperatives.

Credit Team Manager

• Oct 2000 - Jul 2002

- Responsible for all aspects of managing a team of Sears Credit employees. - Provided superior customer service relating to the processing and servicing of credit applications. - Created and implemented employee performance evaluations. - Assisted with the recruiting, hiring, orientation, and training of new employees. - Responsible for all aspects of managing a team of Sears Credit employees. - Provided superior customer service relating to the processing and servicing of credit applications. - Created and implemented employee performance evaluations. - Assisted with the recruiting, hiring, orientation, and training of new employees.

Financial Paraplanner

• May 2000 - Oct 2000

Marketing Service Representative

• 1998 - 2000

Claims Reporting Representative

• 1997 - 1998

- Worked part-time while attending college and then full-time after graduation. - Worked part-time while attending college and then full-time after graduation.

Accounts Service Specialist

• 1996 - 1997

- Worked part-time while attending college. - Worked part-time while attending college.