Kendra Rhodes

About Kendra Rhodes

In the dynamic realm of modern business, having leaders who possess both expertise & a genuine passion for empowering clients & driving tangible results is essential. As an innovative & results-oriented professional, I have a proven track record of spearheading innovative solutions & driving operational excellence. I specialize in holistic financial planning while leveraging analytical prowess & creative mindset to empower clients in achieving their goals. I am equipped with a strong background in developing & implementing training programs, curricula, & software tools, & excel in optimizing workflows & enhancing organizational efficiency. Additionally, I am armed with a career journey that reflects a commitment to problem-solving & continuous learning. From optimizing processes to cultivating client relationships, I am effective in thriving in roles to make a tangible impact. I served as the Vice President of Operations & Training at LifePlan360+, demonstrating exemplary leadership in building & executing comprehensive training initiatives, expanding client offerings, & fostering strategic partnerships. As a self-starter with a penchant for taking on challenges, I excel in fast-paced environments, & adapting to evolving needs. Whether analyzing complex data or simplifying intricate concepts, I also possess a knack for driving actionable insights. More importantly, I am committed to delivering value & poised to make a transformative impact in any organization. Notable competencies & highlights of my experience include: Led seamless integration of the brand with another product, expanding service offerings while ensuring profitability & autonomy. Engineered tools for proprietary software, enhancing financial consultants\' capabilities & client engagement. Identified & bridged training gaps, leading to improved service delivery & client satisfaction. Created & hosted a successful radio program & podcast, driving lead generation & client appointments. Organized quarterly virtual mini-boot camps, expanding consultant expertise & increasing software subscriptions. Facilitated immersive 3-day boot camp, driving software subscription growth by 10%+ through enhanced training. Enabled strategic human resources decisions at CSG in 2019, standardizing practices & remuneration. Optimized workflow at MOL, improving operational efficiency by 30-40%. Please don\'t hesitate to contact me if you require additional information about my background & expertise. I am eager to discuss my experiences & aspirations with you in more detail.

Experience

1. Financial Consultant

   Next Step Financial

   Dec 2019 — Present · Peabody, MA, US

   As a Financial Consultant, I evaluate projects to expand client offerings and make strategic onboarding decisions. I identify prospects and assess their financial needs across various life stages. In addition, I provide personalized recommendations based on comprehensive client analysis.My other duties and accomplishments include: Prepare and submit applications for suitable fixed products, managing the underwriting process. Nurture long-term client relationships through consistent follow-ups and support. Cultivate partnerships and expand business network to enhance market presence. Create engaging content to educate on financial matters and host a successful radio program and podcast, driving client engagement. Drive client inquiries through impactful radio show hosting, resulting in increased incoming calls.

Education

• University of Massachusetts, Amherst

  Bachelor's Degree, Communication, General

  2005 — 2009