Ashton Vincent
Carencro,Louisiana
Summary
Dynamic financial representative with a proven track record at Northwestern Mutual, excelling in relationship building and investment advice. Expert in developing sales strategies that expanded the customer base while delivering exceptional customer service. Skilled in financial planning and time management, ensuring clients achieve their retirement goals through tailored solutions.
Overview
5
5
years of professional experience
1
1
Certificate
Work History
Financial Representative
Northwestern Mutual
01.2025 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
- Maintained accurate records of client information in CRM software system.
- Developed and implemented successful sales strategies to increase customer base.
Manager
Jimmy John's Gourmet Sandwiches
09.2021 - 03.2025
- Managed and motivated employees to be productive and engaged in work.
- Maintained professional, organized, and safe environment for employees and patrons.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Coached, mentored and trained team members in order to improve their job performance.
- Ensured compliance with industry regulations and company policies.
Court Monitor
Surge Trampoline Park
09.2020 - 02.2021
- Kept games moving by maintaining game rules and managing game conflicts.
- Inspected sporting equipment and examined participants to verify compliance with event and safety regulations.
Education
High School Diploma -
Lafayette Christian Academy
Lafayette, LA05-2022
Skills
- Customer service
- Payment plans
- Relationship building
- Selling techniques
- Investment advice
- Retirement planning
- Financial planning
- Time management
- Verbal and written communication
Certification
- Life & Health Insurance License
- Bloomberg Market Concepts (BMC)
- Bloomberg Finance Fundamentals
Timeline
Financial Representative
Northwestern Mutual
01.2025 - Current
Manager
Jimmy John's Gourmet Sandwiches
09.2021 - 03.2025
Court Monitor
Surge Trampoline Park
09.2020 - 02.2021
High School Diploma -
Lafayette Christian Academy
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