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Title Financial Representative
Target Location US
Email Available with paid plan
Phone Available with paid plan
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To whom it may concern:



In my current position as a Financial Representative with Northwestern Mutual, I call individuals and
businesses to schedule appointments to discuss their financial goals and objectives, analyze their current
financial plan and make recommendations to provide them financial security. I have had extensive
experience through this position in prospecting, cold-calling and networking to generate new leads. I have
worked one-on-one with families, individuals and business owners to help them achieve their financial
goals.

In serving as a School Board Director at Claysburg Kimmel School District, I evaluate an $11 million
dollar budget, conduct interviews, implement and enforce school district policies. I am tasked to make
decisions and vote on various things while keeping the districts mission, vision and specific goals and
objectives in mind.

I worked as a mason for 6 years after graduating high school; where I learned the value of hard-work. I
advanced from a laborer to mason, and from mason to foreman. As I looked for the ability to grow it was
evident that I needed to change career paths and further my education, leading me to start my secondary
education at Saint Francis University in 2010.

I am an extremely proficient and effective communicator and leader. I am driven to be the best at
everything that I do. I am professional and I will be a great addition to your organization.



Thank you for your consideration.



Sincerely,

Candidate's Name

Enclosure Resume




Candidate's Name
                                                                   P.O. Box 194, Claysburg PA 16625
                                                         Cell: PHONE NUMBER AVAILABLE  EMAIL AVAILABLE

Summary
I am a leader; I am a visionary; I am the missing piece of your organization. I am a professional who
deeply understands the dynamics of communication and relationships in business. I succeed at everything
I do.
I have been in the financial services industry for the past 2 years with Northwestern Mutual. I have
personally built a book of business selling insurance and investment products to successful people while
helping them build a strong financial future.
I serve as a School Board Director at Claysburg Kimmel School District where I am crucial in the
operation of the district and its $11 million budget.
I also serve as the Vice President of the Claysburg Kimmel Wrestling Boosters where I help organize
fundraising events and manage the operation of the club.


Highlights
-Approachable                                   -Team leadership
-Proven sales track record                      -Accomplished in relationship selling
-Self-sufficient                                -Exceptional time management

Accomplishments
At Northwestern Mutual, I achieved numerous high productivity awards; I met the "Power of 10"
standard in my first three months in the business and I was recognized as one of the top 100 of my peers
in the entire company in February of 2014.


Experience
Mason
June 2004-August 2010
KR Masonry-Claysburg, PA
Worked as a mason and foreman; laid blocks, brick, stone, poured concrete. Helped prepare jobsites, plan
and organize jobs.
Financial Representative
May 2013-Present
 Northwestern Mutual-Hollidaysburg, PA
Worked one on one with individuals and businesses to analyze their risk management programs and
implement financial tools to reach their goals and objectives.


Education
Bachelor of Science: Management, 2014
Saint Francis University- Loretto, PA
I was a non-traditional student who achieved a 3.4 GPA

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