Frances Taupeka
Mobile,AL
Summary
I am a detail-oriented team player who enjoys building relationships with clients. I am a financial advisor working with women of any occupation, and I am exploring the untapped market of medical residents in Mobile, AL.
Overview
7
7
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
05.2017 - Current
- Began with Northwestern Mutual as a college intern in 2017, moved to Full time FR in 2018, then Financial Advisor in 2020
- Meet with clients twice a year to discuss insurance, assets, expenses, and long-term and short-term financial and life goals to devise personalized financial plans.
- Visit University of South Alabama Hospital to give seminars on financial planning to the medical residents.
- Assist clients with budgeting and cash flow management.
Education
Bachelor of Science - Marketing
University of Alabama
Tuscaloosa, AL05.2018
Skills
- Prospecting - asking for referrals
- Phoning - calling referrals and scheduling appointments
- New Client Acquisition
- New Client Bonus in 2020 (418) and 2021 (518)
- Qualified for Southern Summer Trip with 621 New clients in 2021 Awards Year
- Insurance Decisions
- Licenses: Life & Health in AL, CA, FL, GA, LA, and MD; SIE, Series 6, 63
- On pace to take CFP exam Summer 2024
Additional Information
I was invited to and attended Medical Market School in Milwaukee September 2023. This was a 2 day seminar learning about how to plan with clients in the medical market by learning about individual and group disability insurance, student loans, life of resident, life insurance, medical malpractice, and contract negotiation.
Timeline
Financial Advisor
Northwestern Mutual
05.2017 - Current
Bachelor of Science - Marketing
University of Alabama
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