Stephanie Oliver Leiser

About Stephanie Oliver Leiser

Guided by 1 Peter 4:10, I serve leaders and communities as a steward, strategist, and…

Experience

1. Sr Church Engagement Consultant Licensed Office Manager Licensed Office Professional

   Thrivent

   Jan 2014 — Present · Roanoke, VA, US

   I have held a variety of essential roles within the organization that support practice growth and relationships, while ensuring that the financial advisors focus on guiding members and religious organizations toward achieving their financial goals. Thrivent is a faith-based, not-for-profit, Fortune 500 financial services organization with approximately 2.6 million clients. As the nation’s largest fraternal benefit society, we’re here solely to help others. We help everyday through the financial solutions we offer, the client’s activities we support, and the resources we provide to the Christian community and nonprofit organizations• Responsible for managing, creating, and leveraging a network of existing church contacts and relationships.• Providing strategic planning, consulting, connections, and fraternal resources to local church and nonprofit leaders.• Providing ongoing leadership development for church leadership and staff.• Supporting ongoing educational events that provide positive branding for Thrivent and the practice in the local Christian community.• Creating additional connections and bringing leads into the practice. • Updating CRM systems as needed.• Salesforce campaigns.• Maintaining internal mailing lists, client correspondence, birthday card lists, and monthly calling lists, including internal and external events.• Interfacing with clients to coordinate meetings, mailings, and other communications. • Creating and maintaining marketing materials for the practice such as direct-mail, email marketing, seminars, and client meetings.• Organizing, executing and follow-up of all social, educational, service, appreciation, and fundraising events.• Oversee and coordinate all social media and online presence.• Volunteer management.• Maintaining media relations.• Routine administrative duties.

Education

• Ferrum College

  Bachelor's Degree, Double Major: Finance & Business Management

  1995 — 1998

• Kaplan University

  FINRA Series 6/63/7/66, Life/Health Insurance, Annuities

  2014

• Indiana Wesleyan University

  Certified Kingdom Advisor® Designation Program from the Ron Blue Institute

  2014

• Villanova University

  Master of Science in Church Management

Skills

• Retirement Strategies
• Financial Strategies
• Education Funding
• Charitable Giving
• Variable Annuities
• Financial Analysis
• Reverse Mortgages
• Financial Risk
• Long Term Care Insurance
• Investment Properties
• Asset Allocation
• Mutual Funds
• Legacy & Estate Strategies
• Risk Management
• Fixed Annuities
• Wealth Accumulation
• Sep Ira
• Disability Income Insurance
• Investment Strategies
• Iras
• Roth Ira
• Simple Ira
• Health Insurance
• Underwriting
• Residential Mortgages