- Gym Workouts
- Playing Sports
- Volunteering at Youth Baseball Camps
- Waterfowl Hunting
- Fishing
Sage Stellmacher
Fairwater,WI
Summary
At Northwestern Mutual, I excelled as an Intern, establishing new client relationships and developing financial plans to meet their goals. My analytical skills and teamwork enhanced client experiences and compliance. Known for problem-solving and effective presentations, I significantly contributed to elevating brand awareness and streamlining processes. Detail-oriented individual with exceptional communication and project management skills. Proven ability to handle multiple tasks effectively and efficiently in fast-paced environments. Recognized for taking proactive approach to identifying and addressing issues, with focus on optimizing processes and supporting team objectives.
Overview
1
1
Certification
Work History
Intern
Northwestern Mutual
05.2024 - 10.2024
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Collaborated with team members to streamline processes and improve overall client experience.
- Delivered informative presentations on various aspects of life insurance, elevating brand awareness among potential customers.
Education
High School Diploma -
Markesan High School
Markesan, WI05-2021
Bachelor of Arts - Accounting And Finance
Upper Iowa University
Fayette, IA05-2025
Skills
- Teamwork and collaboration
- Fast learner
- Team collaboration
- Problem-solving
- Computer skills
- Multitasking and organization
- Interpersonal and social skills
- Client relationships
Interests
Certification
- Annuities Training Certificate- Various Providers.
- Accident and Health License – Iowa Department of Insurance.
Extracurricular activities
High School
Varsity Baseball (2017-2021)
-4x All Conference Selection
-2021 All-State Selection
Varsity Basketball (2017-2019)
Varsity Football (2019-2021)
National Honors Society (2017-2021)
College
College Baseball (2021-2025)
Running Baseball Camps for Youth Baseball Players
Timeline
Intern
Northwestern Mutual
05.2024 - 10.2024
High School Diploma -
Markesan High School
Bachelor of Arts - Accounting And Finance
Upper Iowa University
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