Skilled Financial Representative with exceptional sales acumen and a customer service-oriented mindset. Dedicated to exceeding targets on a consistent basis while pursuing professional development opportunities that enhance knowledge and abilities.
Overview
16
years of professional experience
Work History
Northwestern Mutual
Buckhead, GA
Financial Representative
01.2022 - Current
Job overview
Provide Education and Information about the different aspects of holistic financial planning for families and business owners around risk management, college, wealth, retirement, and long-term care planning.
Work successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Meet individually with prospecting clients to determine their financial objectives, risk tolerance, income, assets, expenses, retirement goals, and distribution strategies.
Approached clients and developed trust in conversations through use of effective interpersonal and people skills.
Professional Reviewer at American Association of Nurse Practitioners-Certification BoardProfessional Reviewer at American Association of Nurse Practitioners-Certification Board