1. Mary Elizabeth Miller
2523 Charlotte St.
Kansas City, MO 64108
816-674-8875
maryelizabethmb@yahoo.com
EDUCATION
UNIVERSITY OF MISSOURI – KANSAS CITY
Bachelor of Business Administration: Finance
Dean's List: 2012-2013 / Major GPA: 3.82
May 2014
EXPERIENCE
DIRECTOR OF DEVELOPMENT AND REPRESENTATIVE SUPPORT January 2015 – Present
Tanner District Office, RPS Financial Group, Northwestern Mutual, Kansas City, MO
• Develop and train financial representatives to ensure development of business practices embodying the RPS Financial
Group mission, CORE values, and culture.
• Work with Managing Director to strategize marketing ideas to expand personal production markets, as well as
recruitment avenues.
• Work extensively with Director of Operations to ensure proper staffing, including working with representatives and
associates to implement efficient systems and processes for a cohesive working environment.
• Train and develop all representatives and staff members on knowledge including, but not exclusive to, new business
processes, planning analysis preparation for clientele, methods in prospecting and client interaction, knowledge on risk
management and investment products, and new client acquisition.
• Maintain daily accountability with representatives, identify strengths and opportunities in individual practices, and
communicate representative progress with upper leadership to provide focus and intentional coaching sessions.
• Conduct inspection of representative fact finding and business processes to ensure compliant practices in all
environments.
• Attend all network meetings, as well as conferences, to keep up-to-date on industry knowledge and to communicate
industry, regulatory, and product with representatives and staff members.
FINANCIAL REPRESENTATIVE May 2014 – January 2015
COLLEGE FINANCIAL REPRESENTATIVE January 2014 – May, 2014
Northwestern Mutual, Kansas City, Mo.
• Build financial service clientele of 30 households and businesses through networking, daily phoning and referrals.
• Create rounded client portfolio by providing holistic planning approach, addressing client’s risk management, wealth
accumulation and wealth preservation and distribution needs.
• Provide superior customer service and support through continual monitoring and updating of client’s portfolio and
personal plan.
• Effectively communicate financial analysis findings and recommendations for prospective and current clientele utilizing
written reports, presentations and visual aids.
BAR MANAGER January 2007 – 2014
Jazz, A Louisiana Kitchen, Kansas City, Kan.
• Demonstrate sound problem solving skills being in position responsible for finding solutions to any issue that may arise
in every aspect of restaurant operations.
ADDITIONAL COMMENDATION, EXPERIENCE AND SKILLS
• Attained Series 6 and Series 63 licenses.
• Licensed to sell life, health, variable life, and accidental death insurance in the state of Missouri.
• Currently pursuing CLU and ChFC credentialing through the American College.
• 2014 Intern of the Year for the Tanner District Office.
• Achieved Target 20 qualification during Northwestern Mutual Top 10 Internship.