Jose Pozo
Dallas
Summary
Dynamic Financial Representative with a proven track record at Northwestern Mutual, excelling in client relations and financial planning. Leveraged critical thinking and sales expertise to develop tailored financial strategies, significantly enhancing client satisfaction. Known for adaptability and fostering trust, consistently achieving solutions-oriented outcomes.
Overview
2
2
years of professional experience
Work History
Financial Representative
Northwestern Mutual
11.2022 - Current
- Built strong relationships with clients through transparent communication and trust-building activities.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- 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.
- Leveraged financial planning software to create detailed forecasts, aiding clients in long-term planning.
- Managed finances and overall business direction through solutions-oriented problem-solving.
Education
Bachelor of Arts - Spanish
Texas Tech University
Lubbock, TX08-2022
Skills
- Product knowledge
- Client relations
- Sales expertise
- Retirement planning
- Asset allocation
- Financial planning
- Critical thinking
- Adaptability and flexibility
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Financial Representative
Northwestern Mutual
11.2022 - Current
Bachelor of Arts - Spanish
Texas Tech University
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