Resumé

WORK EXPERIENCE:

 

Internal Sales Consultant, John Hancock Retirement Plan Services, Boston, MA                                                  June 2018-Present

Develop and implement business strategies with external wholesaler to engineer and execute marketing themes, programs, and sales strategies to maximize achievement of territory sales goals

Consult financial advisors to uncover needs, provide solutions, advance sales and define next steps in relation to promoting and uncovering new retirement plan sales opportunities

Pursue and acquire new financial advisors to the distribution channel

Follow-up with leads, coordinate pre and post sales deliverables and manager the frequency and consistency of territory support

Provide a high level of service, product, and industry awareness to incoming territory calls while proactively leveraging sales avenues

Respond to financial advisors and developmental needs based on priorities

Skills: territory and pipeline management, lead generation, sales, relationship building, teamwork

Sold 20+ plans the last 4 consecutive months with a goal of 10/month and 50+ proposals with a goal of 40, thus consistently leading plan sales and proposal generation

Ran the Boston Marathon on Team John Hancock in 2019 and exceeded fundraising goal for Boys and Girls Club of Boston 

Marketing Assistant, Jackie O Real Estate at Keller Williams Realty, Boston, MA                                              May 2017-August 2017

•Created branded content, including Buyer and Seller Guides

•Organized and categorized contacts in CRM

•Kept listings up to date in the MLS, wrote leases and ran the Jackie O social media accounts

•Earned Real Estate License in MA and helped clients find apartments for sale/rent 

Photo/Video Intern, Lisman for Vermont, Burlington, VT                                                                                     May 2016-August 2016

•Produced photo and video content for the Bruce Lisman Campaign, gubernatorial candidate for VT

•Collaborated with team of campaign staff, other interns and volunteers

•Video testimonial was aired on VT television; photos featured in newspapers and mailers-Engaged in field and photo/video work for Bruce Lisman, gubernatorial candidate for Vermont

 

Freelance Photographer & Videographer                                                                                                                          June 2011- Present

Have completed engagements with over 50 clients, working closely to identify their needs, shoot photos, and then edit the shots within two weeks

Collaborated with local real estate office to shoot and produce high quality videos and was recognized internationally by Sotheby’s Realty for winning the firm’s “Real Estate Video of the Week” competition 

Recent clients: Sailing charter in St. John; NASDAQ; Lake Champlain Sailing Center; Sangha Yoga Studio; Kelsey Reagan Photography (Second-shooting)

 

EDUCATION:

 

The University of Vermont (UVM) Burlington, VT                                                                                                    August 2014-May 2018

Bachelor of Science degree in Business Administration, Marketing Concentration

Minor: Nutrition

Activities:Club Alpine Ski Team, Ski and Snowboard Club, UVM Yoga School  

 

SKILLLS & LICENSING:

 

•Yoga Teacher (RYT-200)

•Massachusetts Real Estate Salesperson 

•Final Cut Pro X, Adobe Creative Suite

•Microsoft Office Suite

•FINRA Series 7 and 63

•Securities Industry Exam (SIE)
Massachusetts Resident Producer License

•Salesforce

•Proficient in Spanish

  • Instagram - Black Circle
  • LinkedIn - Black Circle