Joshua Philips
Frisco,TX
Summary
Innovative Marketing Associate with exceptional understanding of various marketing techniques. Strong organizational and communication skills with a proficiency in brand consulting and web-based advertising. Motivated professional with 3 years of experience in the marketing/sales industry. Passionate about achieving client goals through strong communication and leadership abilities.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
05.2021 - 09.2021
• Created financial plans for clients and helped provide solutions to their financial concerns
• Conducted research from multiple sources and presented results to over 40 clients
• Increased customer satisfaction by resolving financial/insurance issues with over 40 clients
• Passed the Texas Insurance Exam and licensed by the Texas Department of Insurance
• Completed NW Mutual Financial Planning Academy gaining certification in financial planning
• Worked with successful full-time financial advisors expanding overall financial knowledge
Marketing Associate
Fisher Investments
11.2023 - Current
- Developed compelling presentations for managers and internal clients, showcasing marketing successes.
- Analyzed financial data to identify areas for improvement and optimize future efforts.
- Optimized customer engagement through tailored financial reports and team meetings.
- Helped hundreds of clients with their financial needs, mainly creating reports of their financial situation and determining their future growth.
- Collaborated with sales team to drive revenue growth, implementing data-driven marketing tactics.
Education
B.S - Business Finance
The University of Texas At Dallas
Richardson, TXSkills
- Content Marketing
- Sales Forecasting
- Marketing campaign development
- Strategic Planning
- Sales Expertise
- Digital Marketing
- Google Analytics
- CRM Management
Additional Information
- Eligibility: , Eligible to work in the U.S. with no restrictions
Certification
Technical: MS Office, Microsoft Excel, SQL Programming, Prezi
Timeline
Marketing Associate
Fisher Investments
11.2023 - Current
Financial Representative
Northwestern Mutual
05.2021 - 09.2021
B.S - Business Finance
The University of Texas At Dallas
Technical: MS Office, Microsoft Excel, SQL Programming, Prezi
Similar Profiles
Payton SmithPayton Smith
Financial Representative Intern at Northwestern MutualFinancial Representative Intern at Northwestern Mutual
Anna BraunAnna Braun
College Financial Representative at Northwestern MutualCollege Financial Representative at Northwestern Mutual
Mason RunnerMason Runner
Financial Advisor at Northwestern MutualFinancial Advisor at Northwestern Mutual