Karen MacLean

Experience

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  Estate Information Services

  Jan 2010 - Nov 2013

  Account Executive

  *** Provide information on Estate Planning to potential clients through inbound and outbound calls*** Follow up communications to discuss sensitive topics and offer guidance to make an informed decision*** Effective in gaining trust from prospective clients and successfully set appointments for several Estate Planning Advisors*** Sustained top producer status within the Account Executive team for three years*** Promoted to Secure Investors Group in November 2013

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  Secure Investors Group

  Nov 2013 - Jun 2017

  Funding Assistant

  *** Assisted The Director of Operations and aid in marketing and cross-selling services*** Liaison for 8-10 Financial Advisors - Maintained calendar and coordinated client meetings*** Provided client services for several product lines and advocated for other departments*** Helped develop marketing pieces and client satisfaction survey*** Effectively multitasked client concerns, advisors' requests and company projects, while maintaining high standards of service and organization*** Daily use of intricate CRM systems including Salesforce, Sharepoint, and Konnexme, in addition to Microsoft Office Tools Show less

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  Toastmasters District 62

  Jul 2018 - now

  Public Relations Manager

  •Designer and Editor of district newsletter•Educated district leaders on the elements of proper brand usage at Toastmasters Leadership Institute•Instructed club officers on how to use the Canva Program to develop branded publications•Responsible for keeping social media content current and relevant