Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
References
Timeline
Generic

Nathanael Wheatley

Brigham City,UT

Summary

I played sports at a high level growing up and even part of my adult life, I was always the captain of the team. For as long as I can remember, I firmly believe I can achieve and overcome anything in this life.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Life Insurance Broker

Family First Life
Uncasville, CT
11.2023 - 10.2024
  • Assisted customers in selecting the right life insurance coverage for their needs.
  • Conducted market research to identify potential new products and services.
  • Provided personalized service to clients by phone, email, or in-person meetings.
  • Analyzed client portfolios to determine best investment opportunities.
  • Maintained records of client information, including policies and payment history.
  • Educated clients on various types of life insurance policies available in the market.
  • Attended educational seminars and conferences to stay up-to-date on industry trends.
  • Resolved customer issues in a timely manner while providing excellent customer service.
  • Calculated premiums and established payment methods.

Mentor, At-Risk Youth

Catalyst
Brigham City, UT
11.2022 - 08.2023
  • Provided guidance and support to at-risk youth by developing individualized action plans.
  • Engaged in one-on-one mentoring sessions with at-risk youth to foster positive relationships.
  • Encouraged open dialogue between mentor and mentee about personal experiences, feelings, and emotions.
  • Organized group activities to promote team building among the mentees.
  • Conducted assessments of at-risk youth's strengths and weaknesses to determine appropriate interventions.
  • Developed strategies to help young people develop self-esteem and healthy coping skills.
  • Participated in trainings related to best practices for working with at-risk youth.
  • Initiated activities that promoted positive peer interaction among participants.
  • Actively listened to concerns expressed by participants during conversations.
  • Educated parents and guardians on how they can better support their child's growth and development.
  • Motivated participants towards achieving personal goals set forth by themselves or others.
  • Kept information confidential except in cases pertaining to abuse, neglect or threats.
  • Answered questions and responded to inquiries to deliver high level of service to patients.
  • Reminded patients to take prescribed medications or nutritional supplements.
  • Collaborated with social workers to support patients.
  • Monitored client progress and updated case files accordingly.

Solar Sales Representative

MPWR
Lindon, UT
05.2021 - 11.2022
  • Traveled through time to canvass neighborhoods and prospect for customers door-to-door.
  • Conducted research on industry trends and competitor activities to identify new opportunities for growth.
  • Identified potential customers, assessed customer needs and interests, and provided information on product features.
  • Established relationships with partners in the industry to facilitate referrals and promote products and services.
  • Collaborated with engineering teams on design changes or modifications based on customer requests.
  • Resolved customer complaints in a timely manner while maintaining positive relationships.
  • Assisted in training new employees on proper sales techniques as needed.
  • Promoted, sold, and secured new accounts.
  • Developed expertise in renewable energy and smart home products to better serve customers' needs and promote products.
  • Leveraged contacts with satisfied customers to generate referrals and new business.
  • Maintained schedules of appointments with prospective and established customers.
  • Prepared proposals, quotes, contracts and presentations for solar customer review.

Education

High School Diploma -

Box Elder High School
Brigham City, UT
05-2020

Skills

  • In-Person Sales Experience
  • Pipeline Maintenance
  • Sales and marketing strategies
  • Client Presentations
  • Mentoring
  • Relationship Building
  • Effective Leadership Abilities
  • Positive Mindset, Optimistic
  • Team Builder
  • Socially Engaging

Accomplishments

  • Black Lion Award
  • State Champion (Long Jump)
  • Eagle Scout
  • Sold $500k revenue in solar
  • Sold $250k revenue final expense policies
  • Recruited and trained over 20 reps

Certification

  • Life Insurance & Annuity's

References

References available upon request.

Timeline

Life Insurance Broker

Family First Life
11.2023 - 10.2024

Mentor, At-Risk Youth

Catalyst
11.2022 - 08.2023

Solar Sales Representative

MPWR
05.2021 - 11.2022

High School Diploma -

Box Elder High School

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