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Financial Representative

Financial Representative

Ambler, PA


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

Work Experience

Financial Representative

Northwestern Mutual Financial Network
Philadelphia, PA

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
Glenside, PA

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
Brigantine, NJ

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.


Bachelor of Arts in Sociology

Albright College
Reading, PA

December 2008

Albright College Lions Football

May 2008

Albright College Lions Football Team

August 2004 to December 2007