Overview
Work History
Education
Skills
Timeline
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Margaret Nowlan

Margaret Nowlan

Philadelphia,PA

Overview

3
3
years of professional experience

Work History

Annuity Internal Wholesaler

Lincoln Financial
04.2024 - Current
  • Cultivated and maintained strong relationships through proactive and personalized service with the financial representatives in both my territories. I traveled to Houston, TX in September 2024 where I was able to meet over 50 FP's and discuss client solutions.
  • Designed & maintained a detailed pipeline for all pending annuity cases, monitoring each stage of processing and providing timely updates to representatives on contract status.
  • Presented tailored annuity proposals and guided financial representatives through product recommendations and decision-making.
  • Acted as liaison between FP's and cross-functional teams (FAST & Case Coordinators) to ensure seamless communication and resolution of ongoing request/pending cases.
  • Balanced multiple roles to deliver high-quality service and drive client satisfaction in a fast-paced environment.
  • Received 3 "WOW" recognitions for outstanding work in my territories.

Annuity Inbound Wholesaler

Lincoln Financial Group
06.2023 - 03.2024
  • Completed SIE, Series 6, PA Life and Health Insurance licenses.
  • Provided product information, sales materials, and quotes to financial professionals within a timely manner to deliver to their clients.

Key Holder

Ruby & Jenna
08.2022 - 05.2023
  • Supervised bank deposits and security procedures to support store opening and closing.
  • Accomplished sales goals by engaging customers, delivering top-notch service, and promoting special items.

Data Consolidations Intern

Johnson & Johnson
05.2022 - 08.2022
  • Developed a comprehensive understanding of the company's Credo and applied learnings into my own daily work.
  • Collaborated with team members to create P&L dashboards and assisted in preparing financial headcount reports.

Education

Bachelor of Science - Business Administration

Saint Joseph’s University: Haub School of Business
Philadelphia, Pennsylvania
05.2023

Skills

  • Sales presentations
  • Sales support
  • Effective communication skills
  • Problem-solving
  • Teamwork and collaboration
  • Timely Execution and Follow-Through
  • Process-Oriented
  • Detail-Focused

Timeline

Annuity Internal Wholesaler

Lincoln Financial
04.2024 - Current

Annuity Inbound Wholesaler

Lincoln Financial Group
06.2023 - 03.2024

Key Holder

Ruby & Jenna
08.2022 - 05.2023

Data Consolidations Intern

Johnson & Johnson
05.2022 - 08.2022

Bachelor of Science - Business Administration

Saint Joseph’s University: Haub School of Business

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