Professional Documents
Culture Documents
Summary
Confident Financial Professional skilled in communicating effectively and persuasively with senior colleagues
and clients alike.
Experienced in cash-flow management, insurance planning and risk management. Seeking to grow alongside
a solid financial planning firm.
Accomplishments
Licensed to solicit health, life and long-term care Recognized as a Power of 10 intern at Northwestern
insurance, fixed and deferred annuities. Mutual.
Winter Camp qualifier for being in the top 3% Awarded multiple merit-based scholarships from
of production in Northwestern Mutuals Northwest Missouri State University.
internship program.
Experience
College Financial Representative | Northwestern Mutual | Leawood, KS 09/2016 - Present
Responsible for all aspects of personal production, client acquisition and service.
Enthusiastically demonstrates strength in client: communications, education, acquisition, plan development,
customer service and retention.
Presented clients clear guidance on debt-liquidation, creating long-term savings strategies, and risk management
opportunities.
Kept abreast with changes in clients personal and financial lives and maintained productive open relationships to
facilitate future revenue growth.
Education
Pursuing Bachelor of Science, Business Management May 2018
Northwest Missouri State University Maryville, MO
Associate of Science, Foodservice/Hospitality March 2015
Southeast Community College Lincoln, NE