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Samantha Loraine

Samantha Loraine

Retirement Advisor Presenter

Accounting / Finance

Sandwich, Town of Sandwich, Barnstable

Social

About Samantha Loraine:

Current Work & Outlook

I have a life insurance producers license and currently give weekly presentations to people who are preparing to retire. I discuss Social Security, Income, Long-Term Care, Medicare, and Estate Planning. I'm currently working on my Series 65 license and would like to add additional security licenses asap (e.g. Series 7, 63, and SIE). My goal is to become a Financial Advisor who not only helps recommend products and investment opportunities to clients, but someone who also brings honesty and trust. One of my biggest strengths has always been my strong leadership skills. I'm a highly motivated self-starter and have a natural way of drawing teams together. I love helping people discover their full potential so they can reach their goals.  

Education & Previous Job 

I have a Master in Business and--in my previous job role--have coached clients from high-end companies like Google, Mercedes-Benz, and Amazon by helping to improve their presentation skills, project management, and overall communication. 

Long-Term Goals & Life Approach

My goal is to build my own financial advisor practice, geared toward helping people and providing the highest quality service and ethical standards. Knowing the ins and outs of a job are essential to me. In addition to on-the-job experience, I continually read, attend workshops, and do all I can to keep my education current with the times and industry. Diversity in knowledge and experience is something that has consistently helped me work with highly diverse cultures and groups. 

Experience

June 2023-Present

Financial Square --Seminar Presenter for Retirement Advising 

Giving Weekly Seminars discussing the following: 

  • Social Security 
  • Income 
  • Long-Term Care
  • Medicare
  • Estate Planning 

March2015-August 2023 

Learnship Networks, GmbH--Business Coach and Communication Trainer 

  • Help executives improve their business skills 
  • Write Case Studies for educational use 
  • Develop teaching material for Mercedes-Benz
  • Improve client's business communication 
  • Evaluate client performance (e.g. written reports and needs assessments) 
  • Coaching, team-building, and leadership 
  • Work with diverse backgrounds (English Second Language speakers, global clients) 

Education

Series 65 (in progress) 

Life Insurance Producer License 

Master in Business (2015), Full Sail University--Winter Park, FL 

 

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