Sydney Neef
Midlothian
Summary
Driven financial services professional with experience in leveraging client acquisition, financial planning and B2B sales to build lasting client relationships and develop tailored solutions to clients. Proven ability to exceed goals while thriving in a fast-paced environment. Eager to contribute my skills to a dynamic team within the investment space, further expanding my expertise.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Director of Selection
Northwestern Mutual
02.2024 - Current
- Oversee recruiting strategies and attract top talent to the firm.
Financial Representative
Northwestern Mutual
10.2021 - Current
- Develop and implement strategies to acquire new clients for my personal financial planning practice
- Collaborate with clients to understand their financial goals and create customized plans to achieve goals
- Analyze client needs and recommend appropriate insurance products, investment strategies and wealth management solutions
- Educate clients on various employee benefit options and explore alternative solutions to maximize their overall financial security.
General Manager
Willow Creek Wedding & Event Venue
05.2019 - 03.2021
- Manage wedding venue, coordinate events, and oversee staff
Senior Product Advisor
Heartland Payment Systems
03.2018 - 05.2019
- Develop and execute cold calling strategies to target prospects for payroll and HR Software Sales
On-Premise Sales Representative
Republic National Distribution Company
05.2015 - 11.2017
- Meet sales goals, sell in new products, build brand recognition, put on promotional events
Education
Bachelor of Science - Nutrition
Texas Woman’s University
05.2015
Skills
- Client Acquisition
- Financial Planning
- Recruitment Strategies
- Schedule Management
- Customer Relationship Management
Websites
Certification
- General Lines Agent- Life, Accident, Health, and HMO, 2321791
- SIE
- Series 6
Timeline
Director of Selection
Northwestern Mutual
02.2024 - Current
Financial Representative
Northwestern Mutual
10.2021 - Current
General Manager
Willow Creek Wedding & Event Venue
05.2019 - 03.2021
Senior Product Advisor
Heartland Payment Systems
03.2018 - 05.2019
On-Premise Sales Representative
Republic National Distribution Company
05.2015 - 11.2017
Bachelor of Science - Nutrition
Texas Woman’s University
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