Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
References
Timeline
Generic

EMMA BRADWAY

West Palm Beach,FL

Summary

Meticulous, experienced and dependable professional with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals. Hardworking with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed.

Overview

5
5
years of professional experience

Work History

Financial Planner

Northwestern Mutual
West Palm Beach, FL
11.2023 - Current
  • Developed financial plans for clients to help them achieve their long-term goals.
  • Provided advice on insurance coverage, estate planning, and tax strategies.
  • Created presentations outlining various options available to help reach short-term objectives.
  • Identified areas where additional savings could be made by clients.
  • Built strong relationships with clients through effective communication skills.
  • Conducted regular reviews of clients' financial plans to ensure that their goals were being met or adjusted accordingly.
  • Provided guidance on budgeting and debt management strategies.
  • Developed retirement strategies tailored to each individual client's needs and objectives.
  • Counseled clients on how best to use their assets in order to meet their long-term goals.
  • Collaborated with financial team to define and modify best practices, document procedures and address business objectives.
  • Cultivated trust with clients to offer peace-of-mind throughout wealth management strategizing.

CREDIT EXPERT / CUSTOMER SERVICE MANAGER

MY SCORE CONSULTANT
Pompano Beach, FL
01.2019 - 10.2023
  • Established positive rapport with customers, managers and customer service team members to maintain positive and successful work environment.
  • Investigated sensitive customer service complaints and delivered prompt resolution to customer satisfaction.
  • Assisted customers with making payments or establishing payment plans to bring accounts current.
  • Monitored phone calls to provide feedback and coaching.
  • Delivered continuous training to associates to maximize performance and customer relations skills.
  • Maintained knowledge of company products and services to promptly resolve complaints and concerns.
  • Conducted regular training sessions for staff on new products, services, and customer service techniques.
  • Maintained accurate records of customers' interactions with the company in order to provide better future services.

Education

Bachelor of Arts -

LA SALLE UNIVERSITY
MEXICO CITY
06-2000

Skills

  • Retirement planning
  • Debt management
  • Wealth Management
  • Tax planning
  • Referral management
  • Estate Planning
  • Client Relationship Development
  • Insurance Planning
  • Leadership Qualities
  • Teamwork orientation
  • Financial Goal Planning
  • Client Interviews
  • Critical Thinking
  • Attention to Detail
  • Salesforce
  • Analytical Thinking
  • Excellent Communication
  • Developing financial plans
  • Honest and Dependable
  • Analytical Skills
  • Effective Communication
  • Client Relations
  • Customer Complaint Resolution
  • Client Needs Assessment

Languages

English
Native/ Bilingual
Spanish
Native/ Bilingual

Accomplishments

  • Participated as speaker in several conferences to help employees understand their benefits and how to maximize them.
  • As a speaker for motivational and sales purposes.

References

References available upon request.

Timeline

Financial Planner

Northwestern Mutual
11.2023 - Current

CREDIT EXPERT / CUSTOMER SERVICE MANAGER

MY SCORE CONSULTANT
01.2019 - 10.2023

Bachelor of Arts -

LA SALLE UNIVERSITY

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EMMA BRADWAY