Jack G. Culbertson
Pewee Valley,KY
Overview
8
8
years of professional experience
1
1
Certification
Work History
Northwestern Mutual College Financial Representative
Northwestern Mutual
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.
Hospital Health Screener
PMC Regional Hospital
02.2021 - 01.2023
Assistant to Election Facilitation
Oldham County Clerk’s Office
05.2020 - 08.2020
Intern for Senatorial Election Campaign
03.2016 - 11.2016
Education
Finance
Indiana University Southeast
Certification
Life Insurance Licensed (KY)
Health Insurance Licensed (KY)
Disability Income Insurance Licensed (KY)
Long-Term Care Insurance Certified (KY)
Timeline
Northwestern Mutual College Financial Representative
Northwestern Mutual
04.2023 - Current
Hospital Health Screener
PMC Regional Hospital
02.2021 - 01.2023
Assistant to Election Facilitation
Oldham County Clerk’s Office
05.2020 - 08.2020
Intern for Senatorial Election Campaign
03.2016 - 11.2016
Finance
Indiana University Southeast