JULIE NOWAK
Chicago,IL
Summary
Experienced individual with a proven track record of delivering exceptional customer service. Skilled in managing complex financial transactions and providing valuable financial recommendations to clients. Proficient in utilizing professional financial tools and software to analyze customer needs, develop innovative solutions, and successfully close sales. Committed to maintaining an in-depth knowledge of current financial regulations and industry trends, ensuring the highest level of service and expertise for clients.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Chase Private Client Banker
JPMorganChase
04.2023 - Current
- Proven sales leader
- Leader in bringing in first time investors who met with myself and a wealth advisor
- Serviced a portfolio of high net worth and small business owners
- Worked with complex accounts, Trust and Estate accounts for legacy planning
- Prospected and booked appointments in person and over the phone
- Gave an exceptional client experience resulting in cross selling bank and brokerage services
Financial Services Manager
State Farm Maks Andronenko Agency
07.2022 - 02.2023
- Suggested viable solutions to improve clients' financial status
- Developed in-depth knowledge of available financial products to advise clients accordingly
- Specialized in the sale of insurance and annuities
- Set up and updated customer accounts with interactions, payments and personal information
Registered Representative
Western and Southern Insurance Company
12.2020 - 02.2022
- Met and exceeded all sales goals
- Created presentations and proposals to present to potential clients
- Generated leads and maintained lists of prospective clients
- Worked with management to develop annual sales plans, goals, and targets
Private Banking Officer
New Century Bank
01.1997 - 01.1999
- Assisted in developing strategies to promote growth by increasing sales volume through new account opening and cross-selling opportunities
- Profiled clients to identify banking needs
- Prospected and attracted new business with the high net worth clients in River North
- Directed insurance negotiations, selected insurance carriers, and placed insurance and annuities
- Sold a million dollar variable annuity
- Obtained and utilized my Series7
- Reviewed financial statements to assess risk in lending decisions and investment opportunities
Financial Representative
Prudential
01.1995 - 01.1997
- Developed financial plans based on analysis of clients' financial status
- Collaborated with sales team to increase customer satisfaction and maximize sales
- Sold over100 life insurance policies in my first year
- Sold mutual funds and variable contacts
- Met and exceeded all benchmark and sales goals
Education
Associates - Banking Finance
CAIB
Chicago, ILSkills
- Life Insurance sales
- Financial Compliance
- B2B Sales
- Account retention
- Verbal and written communications
- Prospect leads
- Financial services
- Financial planning
- Banking
- Presentation Skills
- Certified Public Notary
- Portfolio management
- Relationship management
- Annuities expertise
Certification
- Series63 June2021 to Present
- Series6 June2021 to Present
- FINRA License June2021 to Present
- Property & Casualty License
- Variable Contracts Licenced.
- Life & Health Insurance License
Timeline
Chase Private Client Banker
JPMorganChase
04.2023 - Current
Financial Services Manager
State Farm Maks Andronenko Agency
07.2022 - 02.2023
Registered Representative
Western and Southern Insurance Company
12.2020 - 02.2022
Private Banking Officer
New Century Bank
01.1997 - 01.1999
Financial Representative
Prudential
01.1995 - 01.1997
Associates - Banking Finance
CAIB