Brooke Roberds
Newton,IA
Summary
Results-driven professional with over four years of experience in financial management and planning. Proven ability to adapt to changing markets and develop personalized budget plans. Strong interpersonal skills, excellent time management, and problem-solving abilities. Effective in addressing clients' needs and helping them achieve their financial goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Associate Financial Planner
Northwestern Mutual
02.2024 - Current
- Prepared detailed reports for clients outlining progress towards their financial goals, including recommendations for adjustments or improvements.
- Assisted in the development of customized investment portfolios to meet specific client needs and objectives.
- Assisted in streamlining internal processes to improve productivity without compromising quality.
- Developed a reputation for excellence within the firm by consistently delivering high-quality work that exceeded expectations.
Office Administrative Assistant
Brooker HVAC Corporation
07.2023 - 02.2024
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Responded to inquiries from callers seeking information.
- Maintained a clean and welcoming office environment, fostering positive impressions among clients and visitors alike.
FINANCIAL PLANNER
PRIMERICA
04.2022 - 02.2024
- Help families understand where they are on their financial journey and provide a Financial Game Plan to help them prepare for a more secure future.
- Handled responsibilities related to Debt Elimination, Life Insurance, Investments, Auto & Home Solutions, and Mortgages.
- Acquired sales experience in Life Insurance, Auto & Home Insurance along with the responsibility of building a team through recruitment, training, and State Licensing support.
LIFE NEW BUSINESS CASE MANAGER
FIDELITY & GUARANTY LIFE AND ANNUITIES (F&G)
09.2021 - 05.2022
- Resolving complex service issues related to new business cases
- Providing product clarification and assistance with sales and marketing administration.
ANNUITY SPECIALIST
SAMMONS FINANCIAL GROUP
12.2020 - 06.2021
- Reviewing and processing annuity transfer applications
- Ensuring accuracy and completeness of transfer requests.
CUSTOMER SERVICE REPRESENTATIVE II
CO-OP FINANCIAL SERVICES
11.2018 - 06.2020
- Effectively handled communication with both cardholders and financial institutions regarding inquiries and requests.
- Delivered timely resolutions to problems, ensuring consistent high customer satisfaction.
PRIVATE FAMILY NANNY
Self Employed
02.2018 - 10.2018
- Provided comprehensive care for children, including transportation, meal planning, cleaning, and activity coordination.
COMMUNITY BASED EMPLOYMENT SPECIALIST
CHRISTIAN OPPORTUNITY CENTER
08.2016 - 11.2017
- Provided job coaching and development support to adults with disabilities
- Assisted with job interviews, offered application support, and delivered on-site job training.
CUSTOMER CARE AND SALES REPRESENTATIVE
WINDSTREAM COMMUNICATIONS
05.2016 - 08.2016
- Provided customer support by handling inquiries related to billing, technical issues, and sales
- Achieved customer satisfaction goals by consistently delivering high-quality calls.
Skills
- Cash Flow Management
- Insurance Planning
- Retirement planning
- Portfolio Management
- Customer Service
- Insurance sales
- Product Knowledge
- Strong negotiation
- Policy analysis
- Licensed Insurance Agent
- Microsoft Office
- Teamwork and Collaboration
Certification
- Notary Public in Iowa; Expires 01/03/2027
- Life Insurance, Iowa, Texas, Alaska, Alabama, & Michigan
- Iowa Health Insurance Licensed
- LOMA 281- Meeting Customer Needs with Insurance and Annuities, April 2022
Hobbies
Yoga, Sound Bath, and Guided Meditation Instructor | Certified Nutrition Coach through Precision Nutrition
Timeline
Associate Financial Planner
Northwestern Mutual
02.2024 - Current
Office Administrative Assistant
Brooker HVAC Corporation
07.2023 - 02.2024
FINANCIAL PLANNER
PRIMERICA
04.2022 - 02.2024
LIFE NEW BUSINESS CASE MANAGER
FIDELITY & GUARANTY LIFE AND ANNUITIES (F&G)
09.2021 - 05.2022
ANNUITY SPECIALIST
SAMMONS FINANCIAL GROUP
12.2020 - 06.2021
CUSTOMER SERVICE REPRESENTATIVE II
CO-OP FINANCIAL SERVICES
11.2018 - 06.2020
PRIVATE FAMILY NANNY
Self Employed
02.2018 - 10.2018
COMMUNITY BASED EMPLOYMENT SPECIALIST
CHRISTIAN OPPORTUNITY CENTER
08.2016 - 11.2017
CUSTOMER CARE AND SALES REPRESENTATIVE
WINDSTREAM COMMUNICATIONS
05.2016 - 08.2016
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