Experience

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  LifePlan360+

  • Vice President, Operations and Training

    • Jan 2022 - Present

    In this role, I develop & deliver comprehensive training programs for 50-100 personnel, equipping field agents & financial consultants to effectively engage with clients and address their financial needs in a professional and personalized manner. I implement strategic solutions to companywide challenges, ensuring operational efficiency and excellence across all departments. Moreover, I design curricula aimed at expediting the onboarding process for new independent financial consultants, fostering rapid productivity.My other duties and accomplishments include:➝ Rebrand "field agents" to "financial consultants" to instill a client-centric mindset, addressing client needs rather than driving sales.➝ Provide day-to-day support & resources to financial consultants, ensuring necessary tools & assistance to thrive in their roles.➝ Develop & enhance tools within the company's proprietary software to optimize usability & effectiveness for financial consultants & their clients, collaborating closely with software developers for seamless implementation.➝ Create impactful presentations & metrics to facilitate brand integration, ensuring alignment with organizational goals on a weekly basis.➝ Develop a comprehensive growth plan to drive profitability, nurturing partnerships to enhance the brand's reach & offerings.➝ Prepare the brand for integration with products, catering to individual and business-level clients while maintaining product autonomy.➝ Foster a client-centric sales environment, emphasizing the specific needs of clients to drive higher close rates & improve satisfaction.➝ Innovate tools within proprietary software to empower financial consultants, enhancing their effectiveness and client engagement.➝ Curate quarterly virtual mini-boot camps to expand knowledge and client base, facilitating continuous professional development.➝ Organize 3-day boot camps, driving increases in LifePlan360+ software subscriptions through training and engagement initiatives.

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  iCan Financial

  • United States
  • Insurance
  • 1 - 100 Employee

  • Vice President Operations

    • Jan 2022 - Present

  • Senior Field Agent

    • Apr 2020 - Jan 2022

    During my service, I identified prospects, assessed their financial needs, and provided tailored recommendations based on thorough client analysis. I prepared and submitted applications for fixed products, managing underwriting requirements. Furthermore, I maintained long-term client relationships and mentored less experienced agents.My other duties and accomplishments include:➝ Contributed to testing LifePlan360+ software features, developed content for software integration, and bridged training gaps.➝ Instrumental in cultivating a loyal client base, delivering comprehensive financial solutions.

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  Next Step Financial

  • Peabody, Massachusetts, United States

  • Financial Consultant

    • Dec 2019 - Present
    • Peabody, Massachusetts, United States

    As a Financial Consultant, I evaluate projects to expand client offerings and make strategic onboarding decisions. I identify prospects and assess their financial needs across various life stages. In addition, I provide personalized recommendations based on comprehensive client analysis.My other duties and accomplishments include:➝ Prepare and submit applications for suitable fixed products, managing the underwriting process.➝ Nurture long-term client relationships through consistent follow-ups and support.➝ Cultivate partnerships and expand business network to enhance market presence.➝ Create engaging content to educate on financial matters and host a successful radio program and podcast, driving client engagement.➝ Drive client inquiries through impactful radio show hosting, resulting in increased incoming calls.

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  Working Holiday Experience

  • Australia

  • Traveler/Working Holiday Visa

    • Feb 2018 - Jan 2020
    • Australia

    • Navigated living and working in a foreign country, gaining invaluable life experience• Created social and professional network from scratch, while overcoming cultural differences• Planed and executed multiple trips and travel experiences for solo trips and trips for multiple people• Utilized Microsoft Excel as a planning and organizational tool• Utilized many sources to create the best trips while working within budget constraintsTrips:• Fiji and New Zealand-Oct-Nov 2019• PA and WV Road Trip-Sept 2019• Greece, Turkey, England-Aug-Sept 2019• Tasmania, Whitsundays, and Sydney-July-Aug 2019• South Australia-June 2019• Great Ocean Road Trip-Jan 2019• China-Nov 2018• East Coast of Australia and Red Center-Oct 2018• North Coast, The Kimberleys, the West Coast & Perth Aug-Sept 2018• Outback road trips-June & July 2018• Taiwan, Gold Coast & Brisbane-Feb 2018Employment:• CSG Limited Melbourne, Australia-People and Culture Associate/Contract Project Analyst-Jun-Jul 2019• MOL Melbourne, Australia-Client Service Rep/Project Manager-Nov 2018-May 2019• Delaware North Darwin, Australia-All Rounder/Events Staff-Jun-Jul 2018• Scotty's YHA Mission Beach, Australia-Head of Housekeeping-Apr-June 2018• Australian Hotel Boulia, Australia-All Rounder-Feb-Mar 2018

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  CSG Limited

  • Melbourne, Australia

  • People & Culture Associate/Contract Project Analyst

    • Jun 2019 - Jul 2019
    • Melbourne, Australia

    • Serving in this role, I managed and consolidated sensitive data for remuneration review, ensuring accuracy and confidentiality. I analyzed employee turnover and unplanned leave statistics, enabling informed decision-making to reduce churn and improve morale. I was successful in assisting with the onboarding and recruitment tasks, ensuring smooth processes. Additionally, Igenerated reports to establish standards, develop job descriptions, and ensure equitable remuneration, addressing workplace inequities.

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  MOL Project & Heavy Cargo (MOL PHC)

  • Melbourne, Australia

  • Client Service Representative/Project Manager

    • Nov 2018 - May 2019
    • Melbourne, Australia

    I optimized business processes to reduce onboarding time for future employees. I created and implemented working documents using Excel, including the development of working macros with VBA. I also researched and assisted in the implementation of HR policies and cultivated a workable company culture.My other duties and accomplishments include:➝ Processed car carrier vessels for import/export, including creating invoices, liaising with customs, and handling sensitive documents.➝ Managed multiple concurrent projects and promptly responded to client inquiries.➝ Achieved 30-40% workflow reduction, enhancing efficiency and client satisfaction.

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  IDC

  • Framingham, MA

  • Client Service Representative

    • Feb 2014 - Feb 2018
    • Framingham, MA

    I managed data, produced detailed reports, drafted contracts, created visual aids, and liaised with Fortune 500 executives. I processed contracts, tracked invoices, and ensured smooth sales, as well as coordinated meetings and supported 50+ accounts. I also assisted Global Account Managers and was recognized with quarterly awards for exceeding targets and customer service.

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  Grand Circle Corporation

  • South Boston, MA

  • Traveler Support Associate

    • May 2013 - Feb 2014
    • South Boston, MA

    • Provide customer service on inbound and outbound calls• Research information for clients regarding potential and booked vacations• Problem solve to find solutions for difficult clients• Collect and process sensitive billing and personal information required for reservations and rebates• Provide information to travelers from, packing tips to must see locations, visa requirements, etc

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  Blackboard

  • Lynnfield, MA

  • Client Services

    • Jun 2012 - Apr 2013
    • Lynnfield, MA

    • Process renewals for software contracts• Ensure contract documentation is complete and accurate • Interface with other departments to make certain all contracts and renewals are closed on time

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  Salem Five Bank

  • Salem, MA

  • Corporate Loans Associate

    • Oct 2011 - Jun 2012
    • Salem, MA

    • Processed loan renewal packages and payment on existing loans• Provided quality control for application audits, set up aviation loans • Reviewed filing process for update to internal database of documents

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  Broadridge Financial Solutions

  • Peabody MA

  • Client Service Representative

    • May 2010 - Jul 2011
    • Peabody MA

    • Managed printing and mailing projects and orders for multiple clients• Acted as a Client Advocate and interfaced between all departments • Coordinated printing calendar and projects to ensure financial documents met federal guidelines• Monitored and tracked sensitive documents to protect client and investor confidentiality • Prepared client billings, and reports as requested• Tracked and organized all client files• Managed 30+ projects at a timeReceived “World Class Service” award in October 2010

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  Salem State University

  • Salem, MA

  • Graduate Admissions Associate

    • Jan 2010 - Apr 2010
    • Salem, MA

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  Lynn Cancer Association

  • Lynn, MA

  • Development Associate

    • Aug 2009 - Dec 2009
    • Lynn, MA

    • Reached organization goal of $15,000 to fund three new college scholarships• Identified and contacted prospective donors to fundraise• Edited and distributed donor contact materials• Coordinated Donor updates and inquiries • First point of contact for potential Donors• Updated and redesigned website to be more appealing and user friendly

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  Tribal Sun

  • Danvers, MA

  • District Field Contractor, MA/CT/RI

    • Apr 2004 - Aug 2007
    • Danvers, MA

    • Supervised and coordinated four staffers at multiple functions, including out of state events. • Coordinated on site with party planners and hosts for set up and running of equipment, facilitated at event locations including transfer of personnel and equipment• Advertised business and services to prospective clients, scheduled employees • Tracked inventory, performed emergency equipment repair