Riley Pusateri

Associate Financial Representative

Northwestern Mutual

02.2022 - 12.2024

Met with customers to assess needs, financial status, and eligibility.
Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
Developed strong relationships with clients through consistent communication and excellent service.
Worked with clients with life, long-term care or disability insurance accounts to increase profitability and account longevity.
Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
Maintained accurate records of all client interactions, ensuring seamless continuity of service across multiple touchpoints.
Liaised with customers and funding sources to identify and remove roadblocks to business funding.
Handled incoming payments and outgoing disbursements.
Worked closely with Financial Representatives to ensure that all required documentation was completed accurately before submitting transactions.
Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and recommendations.
Supported clients during major life events, such as retirement or career transitions, by adjusting their financial plans accordingly.
Responded promptly to client inquiries via email or phone calls, offering clear explanations regarding account activity or changes within the market.
Collaborated with senior Financial Representatives to develop tailored insurance strategies for clients.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Paid attention to detail while completing assignments.