Allen Gentry
Seguin,TX
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
2
2
years of professional experience
Work History
Financial Representative
Northwestern Mutual
01.2023 - Current
- Experienced working in high volume customer service environment
- Maintained successful relationships with 15 clients totaling $20 million of death benefit
- Facilitated personal meetings to assess client’s liability insurance needs and financial goals
- Prepared and delivered personalized financial plans including retirement strategy, asset allocation, risk management, and life insurance benefit
- Utilize market and financial data to reinforce recommendations
- Informed clients of different outcomes and risks associated with each recommendation
- Continuously network and research to identify potential prospects to grow client base
- Leveraged personal network and identified prospects to grow client base.
Associate Financial Representative
Northwestern Mutual
03.2022 - 01.2023
- Serviced 35 Financial Representatives
- Prepared and processed all paperwork for investment, advisory, and insurance accounts
- Acted as a liaison between home office, financial representatives, and clients
- Analyzed insurance applications for accuracy before submitting
- Input date into investment accounts according to each asset allocation model
- Monitored daily status report and expedite any underwriting requirements
- Compiled documentation for client signature, as well as accepted and processed checks.
Education
Bachelor of Business Administration in Finance -
Texas Tech University, Rawls College of Business
01.2021
Skills
- Strong communication skills, attention to detail
- Proficient at initiating individual tasks without external push
- Data Analysis
- Problem Solving
- Client Servicing
- Account Management
- Relationship Building
Timeline
Financial Representative
Northwestern Mutual
01.2023 - Current
Associate Financial Representative
Northwestern Mutual
03.2022 - 01.2023
Bachelor of Business Administration in Finance -
Texas Tech University, Rawls College of Business
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