CEO and Financial Educator/Advisor@Cookie's Consulting
Verified
Emily Richards is the CEO of Cookie's Consulting, where she empowers individuals with the knowledge to achieve financial independence. Emily has a proven track record of helping clients optimize their financial strategies and secure their futures. She holds two Bachelor’s degree in History and Japanese from the Clemson University and has over a decade in experience across multiple industries. Outside of work, Emily enjoys watching movies and exploring new cultures through travel.More...
Tyler Burstrom
Head of Operations@World financial group/Mattress direct
Verified
Tyler Burstrom is the Head of Operations at World Financial Group/Mattress Direct, where he spearheads strategic initiatives to enhance operational efficiency and drive growth. With over 15 years of experience in the financial and retail sectors, Tyler has a proven track record of implementing innovative solutions that optimize supply chains and streamline processes. His leadership has been instrumental in achieving a 30% increase in productivity and a 20% reduction in operational costs over the past two years. A dynamic leader, Tyler is passionate about fostering a culture of excellence and continuous improvement within his team.More...
Nada Alhassoun
Business Owner@WFG - World Financial Group
Verified
Nada Alhassoun, a visionary business owner at World Financial Group (WFG), has revolutionized the financial services industry with her innovative strategies and client-focused approach. Under her leadership, her team achieved a 200% increase in client acquisition over three years, earning her the prestigious WFG Pinnacle Award. Nada spearheaded the development of a cutting-edge financial literacy program, which has empowered over 10,000 individuals across North America to achieve financial independence. Her commitment to excellence and community impact was recognized when she was named one of Forbes' Top 50 Women in Finance in 2022.More...
Wesley Frey
Agent@World Financial Group (WFG)
Verified
In high school, I worked at a local wedding venue, where I began my journey with events and event planning.
I grew up working at a Summer Camp - moving up in the ranks from Counselor-In-Training, Senior Counselor, Special Events Coordinator, and to Director of Events and Operations. I used a lot of my event planning skills, as well as acquiring new ones over the many years.
After leaving the summer camp, I've worked in sales as an Agent at World Financial Group.More...
Michael Junkroski
Personal CFO@World Financial Group (WFG)
Verified
Hi! I am a sought-after technology and business consultant, author, and speaker, a licensed cash value life insurance broker who can help you not only protect your loved ones in the case of a tragedy but also provide a pension while you're living!
I also design cash balance plans for your business, saving you hundreds of thousands of dollars in taxes every year.More...
Lucy Obispo
SVP, Controller@Ad Agency
Verified
As Lucy Obispo, SVP, Controller at an Ad Agency, I have successfully managed the company's financial health, ensuring accurate financial reporting and effective financial controls. I have overseen budgets, financial audits, and accounting processes, while also implementing cost-saving strategies. My financial leadership has played a key role in the agency's growth and profitability. Additionally, I have improved cross-departmental collaboration, leading to more efficient financial operations.More...
Janice Jimenez
CEO/Broker/RN/Business Coach@Regal Group of Companies
Verified
Janice Jimenez is a multi-talented professional who wears several hats as the CEO, Broker, Registered Nurse, and Business Coach at Regal Group of Companies. With a diverse and extensive background spanning healthcare, real estate, and business coaching, Janice has proven to be an invaluable asset in the corporate world. As a registered nurse, Janice couples her deep understanding of healthcare with her business acumen to provide unique insights and solutions. Her role as a broker speaks to her skills in negotiation and her ability to navigate complex transactions. As a business coach, she has a proven track record of guiding individuals and organizations towards success. Under her leadership, Regal Group of Companies has seen sustained growth and success, a testament to her resilience, strategic foresight, and leadership capabilities.More...
Carrie McCormick
Educator | Facilitator | Author@MORE Embodied Living
Verified
Carrie McCormick is a celebrated educator, facilitator, and author who is currently associated with MORE Embodied Living company. With a deep focus on personal and professional development, her work revolves around empowering individuals to live more embodied and fulfilled lives. Carrie is renowned for her unique approach to teaching, blending practical knowledge with transformative experiences. As an author, her work delves into self-awareness and mindfulness, providing readers with the tools necessary to lead more balanced and harmonious lives. Carrie’s passion for holistic growth and transformation is evident in her unparalleled dedication to her craft. Her expertise and insights continue to inspire and guide individuals on their path to self-discovery and personal development.More...
Kimberly Noel
Project Coordinator@Remy Corporation
Verified
Dynamic leader with over 10 years of experience in executive administrative support and project management, known for successfully driving projects from concept to completion. Possesses strong problem-solving skills and excels in fast-paced environments, with a focus on strategic decision-making and stakeholder collaboration. Highly organized, adaptable, and committed to delivering excellence in every role.More...
Amanda Carter
Digital designer, digital marketer and project manager@Self-employed | Consultant
Verified
Hi! I am a strong believer in "Experience is Everything!" and the experience begins from the moment someone interacts with you and/or your brand.
My goal is to effectively bring your vision to life.More...
Crystal Brock
Entrepreneur@Ladies of Justice
Verified
I'm currently an entrepreneur working in the financial services sector. I'm a licensed life insurance agent, I have a bachelor's in Fine Arts, I'm a published poet, I tutor people in English and Touch Typing.More...
Jadon Pierre
Senior Associate@WFG- summit
Verified
🪪Licensed Financial Professional/ educator
🗽from New York
🌇lives in CaliforniaMore...
Michael Junkroski
Insurance Consultant@World Financial Group (WFG)
Verified
Michael Junkroski is a seasoned Insurance Consultant at World Financial Group (WFG), where he provides tailored financial solutions to a diverse clientele. Known for his strategic acumen and client-centric approach, Michael's expertise in risk management and financial planning has been instrumental in helping clients navigate complex insurance landscapes with confidence.
Outside of his professional role, Michael is passionate about financial literacy and frequently conducts workshops to empower individuals in making informed financial decisions.More...
Phyllis Brown
Licensed Financial Professional@World Financial Group (WFG)
Verified
I am a retired U.S. Army veteran with 20 years of service in the Signal and Communications field and a 100% service-connected disabled veteran. After my military career, I became a licensed Financial Professional with World Financial Group, where I focus on helping individuals and families build wealth and secure their financial futures. I am also the CEO of AMAS Consulting, a real estate investment company specializing in fix-and-flip properties, and How Money Works Learning Center, which provides comprehensive financial education across the U.S., Puerto Rico, and Canada.
Throughout my career, I’ve been passionate about empowering others through financial literacy, especially within the military community. My work has helped many people bridge the gap in financial knowledge, supporting their journeys toward financial independence. I’m proud to have built a reputation as a trusted advisor and educator, helping clients understand how to build generational wealth and create lasting financial security for their families.More...
Katherine Teel
Business Developer
Verified
Business developer for companies looking to expand locations, re-systemize or modernize their functions for optimal efficiency and profitability. Skills in business administration, contract management, accounting, and software compatibility.More...
Elissa Snowden
Manager
Verified
Elissa Snowden is a dedicated and proficient manager with years of experience in various industries. She has a proven track record of implementing effective strategies to improve operational efficiency and boost team productivity. Elissa is known for her strong leadership skills, excellent problem-solving abilities, and commitment to achieving company goals. Her expertise includes project management, team building, and strategic planning. With her outstanding interpersonal and communication skills, she has successfully led diverse teams and fostered a positive work environment. Elissa continues to strive for excellence and innovation in her managerial roles.More...
Lori LeBlanc
Founder, CEO@Holistic Synergy
Verified
Retired pharmacist with over 30 years of healthcare experience. Created Holistic Synergy to provide clients with a more natural, holistic healing journey. Life/Health Coach, Business Coach, Reiki and other energy healing practitioner. Trainer, speaker and writer.More...
Tyler Golden
Personal Banker@TD Bank
Verified
I am a current Personal Banker/Financial Advisor who helps customers with investing and home financing. I have always enjoyed working with computers and numbers. I am very proficient in typing, editing and all Microsoft platforms.More...
Victor Michael is a proficient Full-Stack Funnel Designer/Writer at Funnel Growth Partner company. He specializes in creating, designing, and implementing full-stack marketing funnels that enhance customer engagement and boost sales. His expertise includes copywriting, content creation, and digital marketing strategies. Victor is adept at understanding customer behavior, enabling him to create effective and engaging marketing funnels. His role at Funnel Growth Partner involves leveraging his skills to drive growth and profitability for the company.More...
Join World Financial Group, a Transamerica company, leveraging an advanced AI platform to educate clients on achieving financial security. We are at the forefront of financial innovation and client education.
Job Description
Your role involves enlightening potential clients about cash value life insurance products like FIAs, UILs, and Cash Balance plans, while mastering our CRM and AI tools to enhance client interactions.
Required skill set
Required Skills:
- Relationship building
- Life & health license
- Active listening
- Client management
- Consulting expertise
Salary data and job offers
Benefits:
- Free ongoing education
- Non-captive role
- Access to top insurers
- Attractive commissions
- Grow and own your business with AI support
Join Cookie's Consulting to educate communities on financial literacy and recruit new talent.
Request to Expert
Join Cookie's Consulting to empower communities with financial knowledge. We seek financial educators to guide individuals and businesses on money management. Talent acquisition experts are needed to expand our educator network. Ideal candidates are employees seeking part-time income beyond their W2 roles.
Expert background
Desired Background:
- Currently employed professionals
- Strong preference for education sector
Key Skills:
- Financial literacy
- Talent recruitment
- Communication
- Community engagement
Join us and seize the opportunity to embrace entrepreneurial ventures. We offer a platform where you can develop and transform your passion for finance into a rewarding career.
CANADA AND USA ONLY!
Job Description
Engage with families to provide comprehensive financial education. Empower them with insights on money management and savings strategies, fostering financial literacy and security.
Required skill set
• Passion for finance
• Eagerness to learn
• Strong communication skills
• Ability to engage with families
Salary data and job offers
• Extensive training provided
• Entrepreneurial growth
• Access to educational resources
• Opportunities for career advancement