Resumé

LICENSING:

•  FINRA - Series 7

•  FINRA - Series 63

•  Massachusetts Resident Producer

•  Real Estate Salesperson 

•  RYT-200 Yoga Teacher

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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

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

• Leading team of 10 Northeast ISCs with 4 consecutive months of 200% performance of sales and 125% performance of proposal generation

• Top 1% of 51 National ISCs in plan sales December 2019 – March 2020

• 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

• Completed 40-hour course and earned Real Estate License in Massachusetts

• Worked with clients to find and sell apartments and wrote rental leases

• Created branded content (e.g., buyer / seller guides, neighborhood videos); managed social media accounts, used email marketing (Mailchimp), implemented Jungo (CRM Salesforce App)

• Earned Real Estate License in MA 

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

• Produced photo and video content for the Bruce Lisman Campaign (Candidate for Governor of Vermont); video content aired on Vermont television networks and photography was featured in local media outlets

• Managed the campaign’s Instagram, Twitter, and Facebook accounts with daily postings

• Collaborated with team of campaign staff, other interns, and volunteers to build Lisman’s content narrative

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 & COMMUNITY INVOLVEMENT:

• Microsoft Office Suite

• Salesforce.com

• Final Cut Pro X

• Adobe Suite

• Proficient in Spanish

• Women in Pensions Network

• Genesis Foundation Young Professionals Association

• UVM Alumni Association

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