JULIE NOWAK
Chicago,IL
Summary
Experienced individual with a proven track record of delivering exceptional client experience. Skilled in utilizing complex financial concept planning tools and providing valuable financial recommendations to clients. Committed to Leadership Development by recruiting my new agents. Committed to teaching Financial Literacy to all markets.
Top producer on my team.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Professional/Marketing Director
Wolfpack Financial Group
Torrance, CA
05.2025 - Current
- Utilized financial planning software to generate comprehensive reports and projections for clients.
- Organized and led educational workshops on financial literacy to empower community members.
- Assisted junior team members in grasping financial planning principles and best practices. Built and recruited a team of agents.
- Achieved top producer status at Wolfpack Financial through strategic client engagement and tailored financial solutions.
Chase Private Client Banker
JPMorganChase
Park Ridge, IL
04.2023 - 12.2024
- Managed a diverse portfolio of high net worth individuals and small business owners.
- Secured 10,000,000 first-time investors through targeted outreach strategies.
- Delivered exceptional client experiences, driving cross-selling of bank and brokerage services.
Financial Services Manager
State Farm Maks Andronenko Agency
Chicago, IL
07.2022 - 02.2023
- Identified and cultivated relationships with prospective clients through targeted recommendations.
- Executed sales strategies for life insurance and annuities, driving revenue growth.
- Facilitated training sessions for new agents on life and annuity concepts.
Registered Representative
Western and Southern Insurance Co.
Rosemont, IL
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
Education
Associate of Science - Banking And Finance
CAIB
Chicago, ILSkills
Life Insurance sales
Prospecting
B2B Sales
Long Term Care
Verbal and written communications
Salesforce
Relationship Building
Retirement planning
Banking
Presentation Skills
Certified Public Notary
Recruiting a team
Annuity sales
Certification
- SIE Series 6 and 63
- NLMS Certified
- Property & Casualty License
- Variable Contracts Licensed.
- Life & Health Insurance License
- Associates CAIB
Accomplishments
Series 6
Series 63
SIE
Life and Health
Variable Contracts
Top producer
Timeline
Financial Professional/Marketing Director
Wolfpack Financial Group
05.2025 - Current
Chase Private Client Banker
JPMorganChase
04.2023 - 12.2024
Financial Services Manager
State Farm Maks Andronenko Agency
07.2022 - 02.2023
Registered Representative
Western and Southern Insurance Co.
12.2020 - 02.2022
Associate of Science - Banking And Finance
CAIB