James Martin
9806 Carl Gross Rd ,TX
Summary
A proven Financial Representative with a track record of creating strong client relationships. Excelled in customer service and risk assessment, driving continuous improvement through professional development. Skilled in adaptability, ensuring informed client decisions and increased account longevity. Looking to transition into new field where these transferable skills can drive meaningful impact and growth.
Overview
5
5
years of professional experience
Work History
Financial Representative
Opesadvisors
07.2021 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
- Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.
Financial Representative
Northwestern Mutual
07.2020 - 06.2021
- Met with customers to assess needs, financial status, and eligibility.
- Built strong relationships with clients through transparent communication and trust-building activities.
- Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
- Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
- Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
Education
Bachelor of Science - Personal And Family FinancialPlanning
University of Arizona
Tucson, AZ06-2020
Skills
- Customer service
- Relationship building
- Continuous professional development
- Problem-solving
- Adaptability and flexibility
Timeline
Financial Representative
Opesadvisors
07.2021 - Current
Financial Representative
Northwestern Mutual
07.2020 - 06.2021
Bachelor of Science - Personal And Family FinancialPlanning
University of Arizona
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