Nicolas Dominguez
Garden City,NY
Summary
Financial representative with experience at Northwestern Mutual, specializing in client relationship management, and financial planning. Demonstrated expertise in cash handling and team collaboration, resulting in increased client satisfaction through customized solutions. Committed to empowering clients to reach financial objectives while maintaining compliance and effective risk management.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
New York, NY
06.2024 - 05.2025
- Delivered comprehensive financial planning services emphasizing risk management, wealth accumulation, and distribution.
- Evaluated clients' financial situations to recommend optimal life insurance and disability products.
- Updated client financial plans, adjusting strategies based on evolving objectives.
- Analyzed prospects' financial data, considering factors such as risk tolerance, values, and time horizons.
Associate
Whole Foods Market
Manhasset, NY
01.2021 - 03.2023
- Company Overview: Whole Foods Market Inc
- Enhanced team productivity by streamlining communication and implementing efficient project management tools.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Whole Foods Market Inc
Education
BBA - Finance, journalism, real estate
Baruch College of The City University of New York
New York, NY05.2024
Skills
- Cash handling and workplace safety
- Team collaboration
- Financial and estate planning
- Excel proficiency
- Client relationship management
- Life insurance products
Languages
- Spanish, Native or Bilingual
- English, Native or Bilingual
Certification
- SIE
- Series 6
Timeline
Financial Representative
Northwestern Mutual
06.2024 - 05.2025
Associate
Whole Foods Market
01.2021 - 03.2023
BBA - Finance, journalism, real estate
Baruch College of The City University of New York
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