Intern for Financial Advisor
Northwestern Mutual, Chris McGhee's Team
Baton Rouge, LA
05.2022 - 05.2023
- Implemented marketing strategies to assist the lead Financial Advisor
- Utilized my database to grow the business
- Pursued sales through developing client profiles and delivering presentations
- Maintained communication with the financial advisor during marketing projects
- Observed financial advisor and attended client meeting regularly
- Created the lead financial advisor's personal and work schedule