Community Engagement Leader resume example

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

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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.