Jeanne Lowrey

Experience

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  Arizona State Schools for the Deaf and the Blind - ASDB

  Jul 1987 - Dec 2003

  Educator

  • Inspired, counseled, resolved conflicts, and advocated for my students.• Designed curricula. Wrote & implemented lesson plans.• Incorporated learning strategies unique to the individual student including those with multiple special needs such as autism, developmentally & intellectually delayed, blindness, ADHD, other.• Problem solved, certainly with students, but also with team teachers, parents and with required equipment.• Assisted in communicating for some students &/or their parents using American Sign Language.• Evaluated students with assessments then as a team with student’s parents, we created the student’s Individual Education Program with quarterly objectives, annual goals. Reviewed all every 3 years.• Taught a total of 17 years, mostly in Maricopa County, AZ, but also 4 years in Germany for the Department of Defense Dependent Schools. Show less

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  Northwestern Mutual

  Jan 2004 - Mar 2018

  Financial Advisor

  FINANCIAL ADVISOR, 2013 to 2018 in Oklahoma City and 1999-2007 in ArizonaNorthwestern Mutual• Sold over $800,000 in premiums and created over 500 new client relationships/portfolios• Scheduled 30+ face-to-face appointments for following week• Kept on average 17 face-to-face appointments per week• Conducted on average 45 phone calls &/or emails per work day to solicit business with new prospects & reach clients for service and possibility of setting another appointment with goal to up-sell client Summary of overall scope of creating and continually building my financial services practice:• Manage advertising, marketing, budget development, client services, recruitment and training of own personal employees• Research, determine strategy, and implement plan to specialize in certain niches to develop new business• Conduct sales meetings to develop client relationships: ask personal, professional and financial questions of the prospect to understand their financial goals and develop financial / investment plans.• Prepare formal analysis and develop unique recommendations for the benefit of the person, family or business.• Manage case notes, process correspondence, maintain client case files, file performance reports, account forms and other advisory paperwork, lead follow-up appointments, maintain annual review notes and mail annual review letters to clients.• Study and research industry trends to ensure compliance requirements are implemented.• Prepare advisory annual review information, modify formal analysis and investment/advisory proposals.• Discuss tax consequences, costs, advisory fees and potential rollover opportunities from other retirement plans.• Develop and implement a strategic marketing plan and budget to enhance productivity and grow revenue. • Track and measure marketing program’s impact and overall rate of investment. Show less

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  NewView Oklahoma

  Apr 2018 - Sept 2018

  Business Development

  Created, managed, marketed the business of NewView’s State Use Program - Hosted a booth at 5 trade shows, acquiring 300+ new prospects- Called all 1200+ existing customers to introduce myself & build upon existing business- Managed all clients, prospects and leads using a Client Relationship Management (CRM)- Increased the sells of NewView’s overall State Use program by 20% within 6 monthsPromoted and built the brand locally to enhance awareness and receptivity within targeted audiences- Attended 75+ strategically chosen networking opportunities to speak about NewView’s mission- Followed through with what I committed to with the prospect &/or customer- Personally, went to customer’s place of business 30+ times to build relationship and to upsellWorked with my team to purchase custom products for customers- Directly worked with customers on their unique needs to customize to necessary specifications- Directed team members to research contents within the customer’s orderSecond-to-none customer service- Hand delivered customer orders to expedite delivery and to upsell- Returned phone messages &/or emails well within 24 business hours without fail Show less

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  Dignity Memorial

  Nov 2019 - now

  Family Services Advisor