Michael Parisi
Clarksville,TN
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Associate Financial Representative
Northwestern Mutual
08.2018 - Current
- Provided exceptional customer service, addressing client concerns promptly and professionally.
- Supported clients during major life events, such as retirement or career transitions, by adjusting their financial plans accordingly.
- Worked closely with Financial Representatives to ensure that all required documentation was completed accurately before submitting transactions.
- Responded promptly to client inquiries via email or phone calls, offering clear explanations regarding account activity.
- Received customer applications and followed up with clients to obtain missing information before submission.
- Handled incoming payments and outgoing disbursements.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Prepared contracts and related documentation according to strict standards.
Education
High School Diploma -
Leavenworth High School
Leavenworth, KS06.2014
Skills
- Insurance Knowledge
- Product Knowledge
- Teamwork Abilities
- Time Management
- Problem Solving
- Attention to Detail
- Microsoft Office Proficiency
- Client Servicing
- Transaction Management
- Payment Processing
- Account Management
- Appointment Scheduling
- Critical Thinking
- Computer Skills
- Compliance Requirements
Certification
-Life and Health License for state of TN.
-SIE Certification.
Timeline
Associate Financial Representative
Northwestern Mutual
08.2018 - Current
High School Diploma -
Leavenworth High School
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