Northwestern Mutual College Financial Representative
Northwestern Mutual
140 Whittington Parkway, Louisville KY 40222
04.2023 - Current
- Built book of financial planning business
- Sold a portfolio-deferred annuity and performed best out of my intern cohort
- Encountered clients in their financial needs with face-to-face meetings
- Learned how to market myself to people unfamiliar with my work
- Created comprehensive financial plans for clients in order to meet their goals.