Gage Pachlhofer
Toledo,OH
Summary
Result-driven Financial Service Representative with a strong background in customer service, financial planning, and sales. Agile with excellent communication and analytical skills and an in-depth understanding of financial products and services.
Overview
5
5
years of professional experience
Work History
Financial Services Representative
Northwestern Mutual
Toledo, OH
12.2023 - Current
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
General manager
White Water Car Wash
03.2019 - 12.2023
- Monitored store performance and identified opportunities for improvement
- Built and maintained relationships with customers and vendors
- Implemented and maintained open-door communication system, reaching employees across department lines
- Executed sales and operational activities, producing results that met or exceeded business plan
- Provided clear direction and set priorities for accomplishing desired actions and results.
Education
University of Toledo, College of Business
Swanton High School
01.2018
Skills
- Total Quality Management
- Client Account Management
- Staff Development
- Verbal and Written Communication
Affiliations
- Pi Kappa Alpha Fraternity
- S.W.A.T (student wellness Awareness Team)
Timeline
Financial Services Representative
Northwestern Mutual
12.2023 - Current
General manager
White Water Car Wash
03.2019 - 12.2023
University of Toledo, College of Business
Swanton High School