
Timeline
About me
Leadership Development | Talent Acquisition | Business Strategies | Learning Methods | Relationship Building
Education

Michigan state university
2001 - 2005Bachelor of arts (b.a.) business administration and managementActiviteiten en verenigingen:Alpha Phi Sorority

University of melbourne
2004 - 2004Study abroad
Experience

Clubcorp
Aug 2005 - Nov 2006Membership director | the metropolitan club & the 410 club• Responsible for the development and implementation of Club’s marketing and sales objectives, programs, market research, and promotions as it related to Membership Dues Added and Initiation Fees• Developed special events and incentives with strategic partners to drive enrollments and add value for existing Club Members• Worked with Club Members to build strong relationships and sources of referrals• Ensured that prospecting inventories are sufficient to exceed sales plans• Managed membership database, department budget, track expenses, forecast and report membership trends• Developed department’s revenue plan including: referral incentives, programs, partnerships, and special events• Increased Total Dues Added plan by 117% in 4 months• Selected from 70 college graduates across the country as 1 of the 12 new company hires Minder weergeven

Northwestern mutual
Nov 2006 - Jan 2012• Responsible for the proactive, strategic execution and oversight of the New Representative Development System• Developed, distributed, and ensured completion of the Pre-Training Action Plan with new representatives• Communicated with Leadership Team regarding individual representative development issues on a weekly basis• Coached new representatives and Leadership Team members to establish consistent performance and communication across the organization• Developed content and communicated the Summary of Desires & Motivations form to Leadership Team during and after Sales School• Managed leadership and coach interactions – empowering coaches to do their jobs well, fostering constructive communication between members of Leadership Team• Managed completion of all logistics involved in each program, working with the Training Coordinator, Recruiters, Mentors, SET members, Technology Coach and other team members to effectively execute on all pieces of the Development System• Managed Training Coordinator and additional RACE Coaches throughout the organization• Managed review and improvement processes for each program• Worked with Managing Directors to ensure consistency of training and development experience within each District OfficesHighlight Achievement:• Within 6 months, coached 6 Financial Representatives to Pacesetter 40 Minder weergeven • Responsible for the highest level of sourcing, recruiting and selecting financial representatives in the Network Office• Played key role in developing recruiting goals and strategies for the Network Office and • Responsible for holding all members of leadership team accountable to their respective roles in recruiting and selecting• Ensured quality, integrity and efficiently of office selection processes• Conducted pre-screen and initial interviews of all candidates and directed the right candidates through the selection process and series of interviews with other Network Office management and network representatives• Built high-level quality relationships in the community and in the network office to promote the Northwestern Mutual career opportunity to generate referrals and develop centers of influence• Held district recruiters accountable by facilitating and overseeing a weekly call to mentor and coach on activity awhile keeping them motivated towards hitting district goals• Guided leadership team in developing specific recruiting strategies and activities necessary to reach Network Office recruiting goals • Involved in the development of new financial representative by coaching them in their first 6 months, twice a week, to hit activity targets• Participated in company and industry training programs and worked to improve the recruiting and selection skills of the entire leadership teamHighlight Achievements:• Selected as 1 of 2 recruiters nationwide by Northwestern Mutual to participate on the Horizontal Growth Committee, which was assigned to identify and prioritize opportunities to grow the company’s field force in both number and diversity• Recruited more than 60 new Financial Representatives • Within 4 years of facilitating RACE, coached 24 Financial Representatives to Pacesetter 40 Minder weergeven
Director of New Representative Development
Jan 2011 - Jan 2012Director of Recruitment and Selection
Nov 2006 - Jan 2011

Michaelson consulting, llc
Jan 2012 - Dec 2017Principal consultantAfter recruiting and developing Advisors for Northwestern Mutual, I realized my desire to want to expand my reach across many networks. I created Michaelson Consulting to have the opportunity to do just that and really to have an impact on the Northwestern Mutual system. I specialize in partnering with executives and their leadership teams to teach them the fundamentals of incorporating and balancing recruiting into their business. When talent acquisition is successfully layered into their practice, the potential for success is infinite. I also help offices source, onboard and develop recruiters to execute the right systems and processes, build the right habits and become really productive as quickly as possible. As a foundation to helping an office achieve successful results, my goal is to continuously drive alignment and best practices. I do this by facilitating seminars with teams around the candidate experience in the selection process, annual recruitment planning days along with year-round recruiting plan reviews. While I play an active role in supporting the Newly Appointed Managing Partners (NAMP) and Early Productivity Experience (EPE) programs in collaboration with Northwestern Mutual, I also consult and coach individual recruiters, field leaders, and teams to attract top talent for the career as a financial representative. Minder weergeven

Northwestern mutual
Dec 2017 - Jan 2022Chief development officerOur mission statement at the Worrell Financial Group: We are catalysts who enrich and impact our communities by delivering a lifetime of financial security.As the Chief Development Officer, I am the Managing Partner's partner in leading the horizontal growth of the enterprise. I am the coach's coach, working with and through the managing directors to achieve growth across the organization. I also help hold the Agency accountable for the development targets for the entire network office territory and the systems to enhance, track, and measure results of recruiting and development of under 5-year financial representatives. Minder weergeven

Northwestern mutual
Sept 2022 - nowDistribution growth officer with the callaway black group
Licenses & Certifications

Securities industry essentials (sie)
Finra
Series 63
Finra
Series 6
Finra
North carolina life and health license
State of north carolinaJan 2010
Honors & Awards
- Awarded to Randi Michaelson-Fillion50 Most Influential Women for 2021 The Mecklenburg Times Jul 2021 The 50 Most Influential Women event was created to spotlight and recognize the important role women play in the greater Charlotte region, in the economy, and in society. The honorees represent the most influential women in business, government, law, education, and not-for-profit fields. They are selected by a panel of independent business leaders based on professional accomplishment and community involvement within the Charlotte area.
- Awarded to Randi Michaelson-FillionSpeaker Northwestern Mutual 2013 • Mutual Fit Academy (2013 – 2016)• Annual Meeting (2013) • Good Will Summit Recruiting Seminar, hosted by Russo Financial Group (2014)
Volunteer Experience
Volunteer
Issued by Hands On Charlotte on Jan 2012
Associated with Randi Michaelson-FillionFundraiser
Issued by Good Friends Charlotte on Jan 2017
Associated with Randi Michaelson-FillionVarious Board Positions & Current Member
Issued by Alpha Phi International Sorority on Jan 2001
Associated with Randi Michaelson-FillionMember
Issued by Young Professionals of Chicago on Jan 2007
Associated with Randi Michaelson-FillionJunior Board Member
Issued by Jobs For Youth on Jan 2007
Associated with Randi Michaelson-Fillion
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