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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
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  • single:
Summary

Attract Prospective Members to Grow Membership ● Promote Thrivent in the community and build awareness among prospective members. ● Equip financial professionals to share Thrivent in a compelling way

Engage and Activate Thrivent Member Network Meet with Thrivent members to share updates on Thrivent programs and influence local communities which support our purpose of helping Christians achieve financial clarity so they can live lives of meaning and gratitude

Community Engagement Leader in the local market Collaborate with leadership team, financial professionals and their support staff, and members to ensure the activities are relevant to the regional growth plan.

Highly connected in Christian community represented in market served.

Skills
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Powerpoint
  • Microsoft One Note
  • Outlook
  • Concur – Our travel site
  • Host Analytics – Our Expense System
  • JIRA – Agile system we utilized
  • Salesforce – Our CRMCommunity engagement
  • Community events
  • Staff development and leadership
  • Educational leadership
Experience
Community Engagement Leader, 01/2019 - Current
Southeast Christian Church Louisville, KY,

Report to the manager of Community Engagement

Trusted & empowered to collaborate with:

  • Regional Vice President, Southeast region, Regional Development DiClaire & Regional DiClaire of Recruiting.
  • Partner closely with the Regional Sales Leader to write an effective business plan for each geographic office.

Liaison with FInancial Professionals

  • Engage, collaborate, and coach Financial Professionals on annual marketing action planning to ensure new member goals are achieved.
  • Introduce them & send registration information to follow-up.
  • Organize Financial Education Seminars with a church or non-profit on one of 30 topics on financial planning.

Selected Topics: Debt & Credit, Retirement, House Buying. Social Security, etc.

  • Prospecting Events – 10 people or less:Strategize with new Financial Professionals to recruit new, prospective members.
  • Ensure Financial Professionals follow-up with individuals that attended events within 48 hours.

· Drive business results thru events and activities across eastern North Carolina by growing membership

·

Vague: what does this mean? Work with new financial professionals to meet Christian community leaders in order to promote Thrivent’s mission through volunteer opportunities, activities, and events

Facilitate Trade Show events.

  • Represent our organization to generate leads and development stakeholder relationships.

Significant Accomplishments

  • Created a system to track & measure the performance success of financial professionals against the corporate goals.
  • This system is an elaborate Excel document monitoring 200 prodessionals with multiple tabs, feeds into one main tab.
  • Adopted by the Manger, DiClaire and VP of Community Engagement.
  • Create templates & rules in Outlook for team of 13 people.
  • Adopted to send info to 200+ financial professionals.

Collaborate new Financial Professionals, plan and execute events to get in front of new people.

  • This includes marketing, phone language, follow-up
  • Ensure Financial Professionals follow-up with individuals that attended events within 48 hours
  • Monitor new financial customers and prospect connects that financial professionals are getting
  • Partner with local Non-Profits to co-host events to raise awareness within the community
  • Connect with local churches to try and get in the door to do financial education events for their members
  • Run my own webinars to raise awareness of the company – Who we are and What we do

Drive business results thru events and activities across eastern North Carolina Representative Events:

  • Larger scale social events (225 people +), i.e., a sporting event for a member and a new guest.
  • Share about Thrivent while partnering with a church or non-profit on a generosity project (packing back packs for school, food drive for homeless)
  • Financial Education Seminars with a church or non-profit on one of 30 topics on financial planning.

Selected Topics: Debt & Credit, Retirement, House Buying. Social Security.

  • Prospecting Events – 10 people or less: wine tasting/dinner, golf tournament
  • Virtual Events
  • Present Motivational/Business Speakers – Such as Jon Acuff, Lee Cockerell, Aries Merrits, etc
  • Social Events – Cooking nights with a Chef, Game Nights utilizing Kahoot
  • Introduce them, send registration information to follow-up
  • Motivational/Business Speakers – Such as Jon Acuff, Lee Cockerell, Aries Merrits, etc
  • Social Events – Cooking nights with a Chef, Game Nights utilizing Kahoot
  • Larger scale social events (225 people +), i.e., a sporting event for a member and a new guest.
  • Share about Thrivent while partnering with a local non-profit on a generosity project (packing back packs for school, food drive for homeless)
  • Financial Education Seminars with a church or non-profit on one of 30 topics on financial planning.

Selected Topics: Debt & Credit, Retirement, House Buying. Social Security, etc.

  • Prospecting Events – 10 people or less:

Beer or Wine Tasting, dinner in a private room at a restaurant

Golf Tournament

  • Virtual Events
  • LiFinancial Experts where I sign them, introduce them, and send all registration information out to Financial Professionals to follow-up
  • Motivational/Business Speakers – Such as Jon Acuff, Lee Cockerell, Aries Merrits, et

  • Promoted productive interactions between communities and facilitated citizen participation.
  • Established positive relationships with community groups, stakeholders and volunteers to coordinate strategic efforts.
  • Created agendas and communication materials for team meetings.
  • Improved customer satisfaction by finding creative solutions to problems.
  • Recognized by management for providing exceptional customer service.
  • Enabled each member of staff to receive development opportunities by implementing workshops, seminars and regular training.
Executive Assistant Project Execution & Transform, 01/2017 - 12/2019
Wave Life Sciences Cambridge, MA,

· Organize and facilitate operational tours about our procedures of our insurance processes.

· Accountable for all process observations and analysis to collect and draft system and user requirements

Executive Leadership Support

· Served as a bridge for smooth communication between the executive staff & internal departments.

Administrative support for Business Transformation department

  • Coordinating domestic & international travel arrangements.
  • Budget creation/monitoring, & calendar management
  • Tackled and addressed top-level, high-priority issues while maintaining professional administrative discretion.
  • Detailed and arranged logistics for conferences and seminars, including travel arrangements and venue reservations.
Senior Administrative Assistant, 01/2015 - 12/2017
Thrivent Financial City, STATE,

Significant Accomplishments

  • Prepared and monitored a $14 million budget for the department using Host Analytics so that expenses stayed neutral or decreased over a year.
  • Provided comprehensive support to Nine managers and 130+ team members on: force annuity, life insurance, & settlement options teams.
  • Valued team member on long-term planning & change management for a new business model.
  • Liaised between internal and external stakeholders to provide updated project status and performance reports.
  • Reviewed and suggested improvements for diverse range of documentation, including interoffice correspondence, reports and presentations.
  • Liaised with senior and executive administrative assistants to handle requests and queries from senior managers.
Marketplace Financial Group, LLC , 01/2011 - 12/2015
Office Manager City, STATE,

Significant Accomplishments

Website Creation & Writing

  • Upgraded to customer relationship management (CRM) and company websites.
  • Wrote quarterly newsletters
  • Managed Facebook page.
  • Created a job manual and standard work for executive assistant position that included a step by step guide on all client transactions and office systems, to reduce training needs
  • Served as primary point of contact for a successful independent agent office, service transactions, coordinated client events, & customer service.
Education and Training
Bachelor of Arts: Corporate/Organizational Communication , Expected in 05/2014
-
University of Wisconsin Green-Bay - Green Bay, WI,
GPA:

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School Attended

  • University of Wisconsin Green-Bay

Job Titles Held:

  • Community Engagement Leader
  • Executive Assistant Project Execution & Transform
  • Senior Administrative Assistant
  • Marketplace Financial Group, LLC

Degrees

  • Bachelor of Arts

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