Excellent communication, planning, and organizational skills. Detail oriented and data-driven decision maker. Successful at promoting products, reviewing financial histories, and serving customer needs with a tenacious and thorough approach
Overview
1
1
year of professional experience
1
1
Certification
Work History
Associate Financial Representative
Northwestern Mutual
06.2023 - Current
Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Received customer applications and followed up with clients to obtain missing information before submission.
Networked to identify potential new clients and expand geographic territories.
Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Managed over 100 client accounts
Business Development Representative
Trapdoor Creative
01.2023 - 08.2023
Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
Expanded business through effective network development, identifying new, and prospective clients.
Developed business pipeline using cold and warm techniques.
Utilized knowledge of industry trends to develop value-added solutions and approaches for target audiences.
Missionary Peer Mentor
Church Of Jesus Christ Of Latter Day Saints
10.2022 - 01.2023
Shared resources, opportunities, and activities to support mentee's learning and development.
Established trusting relationship with mentee by maintaining professionalism and honoring confidentiality.
Created individualized mentoring plans for mentees, promoting personal growth and development.
Promoted positive behavior and responsibility among mentees by modeling appropriate social skills.
Developed mentees' life skills such as time management and communication.
Assessed students' knowledge, comprehension, and study habits to track progress and set realistic goals.
Instructed on average 24 mentees per week
Education
Bachelor's Degree Candidate - Finance
Brigham Young University
Provo
05.2026
Skills
Comprehensive Research
Balance Sheets
Retirement Planning
Case Preparation
Microsoft Excel
Tableau
Certification
Life and Health Insurance Producer for the State of Utah