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Financial Representative

Financial Representative

Ambler, PA

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To become a top-performing member of a successful organization.

Work Experience

Financial Representative

Northwestern Mutual Financial Network
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Philadelphia, PA
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March 2009 to October 2010

my ongoing responsibilities include: • independently growing and maintaining a client base utilizing internal and external sales and marketing techniques. 
• Client base includes professionals from various fields and with different personality types and financial needs. Professional clients are located across a wide geography: I am responsible to create my own daily routing. I travel to personally meet with my clients to address their needs and to recruit prospective clients. 
• helping my clients meet their personal and organizational financial goals through effective communication. 
• maintaining an expert level of knowledge of complex financial products to ensure beneficial recommendations to my clients. 
• systematically tracking and analyzing performance in order to maximize opportunity. 
• assisting my customers independently and with limited supervisor review; overseeing every aspect of the sales process. 
• growing my customer base through all sales stages, from initial referral, to contact, implementation, and maintenance of an ongoing professional relationship.

Work Crew Supervisor I

Main Street Fence Company
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Glenside, PA
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June 2006 to August 2008

• oversaw every aspect of job completion including the procurement of raw material, supply chain, product manufacturing, transportation, and job completion. 
• initiated customer contact, provided customer service, and collected payment. 
• delegated tasks, supported team cooperation, and ensured time management.

Township Employee I

Brigantine Public Works
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Brigantine, NJ
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June 2005 to August 2005

• maintained the upkeep of multiple public areas during the busy tourist season. 
• independently managed and maintained my territory. 
• designed and implemented a time and money saving collection route.

Education

Bachelor of Arts in Sociology

Albright College
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Reading, PA

December 2008

Albright College Lions Football

May 2008

Albright College Lions Football Team

August 2004 to December 2007