Summary

Overview

Work History

Education

Skills

Certification

Timeline

Hunter Taylor

Boise,ID

Summary

Over 5 years of Sales experience
Background in business marketing
2+ years of financial analysis and advisory work underneath Northwestern Mutual Training program (including internship)
Brought in over 30 Clients under my own book of business during extent with Northwestern Mutual so far. Including building Investments and Insurance products as apart of full scale financial plans.
Extensive experience in presenting final proposals for clients and how I can solidify their financial and personal goals.

Overview

1

1

year of professional experience

1

1

Certification

Work History

Financial Representative/Advisor

Northwestern Mutual

Boise, Idaho

06.2021 - Current

Met with customers to assess needs, financial status and eligibility.
Managed finances and overall business direction through solutions-oriented problem-solving.
Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Handled incoming payments and outgoing disbursements.
Created networking opportunities through current clients to find new, qualified suspects.

Education

BBA - Business Marketing

Boise State University

Boise, ID

05.2021

Skills

Market Trend Analysis
Customer Transactions
Partnership Management

Proficient in Microsoft Excel
High Level Client relationship problem solving

Certification

Licensed Life and Health underwriter - Current
Working on full Investment advisory licensing (SIE,63, 6)- Done by September 2022

Timeline

Financial Representative/Advisor

Northwestern Mutual

06.2021 - Current

BBA - Business Marketing

Boise State University