Alexander Rahman
Financial Representative at Northwestern Mutual
- Role
- Financial Representative at Northwestern Mutual
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Alexander Rahman
Result-driven and self-disciplined student double majoring in Politics & Public Affairs…
Experience
Financial Representative
Jul 2024 — Present · New York, NY, US
Prospect clients through warm market, cold market, referrals and networking events-Create a book of business through my leads in cold and warm market-Upload data into Client Relationship Management (CRM) to keep track of cases-Provide financial advisory services to clients through risk management, tax efficiency and insurance strategies-Work closely with clients to help achieve their financial goals by developing a detailed, flexible and adaptable financial plan-Learn from senior colleagues how to conduct meetings with clients through the sales cycle
Education
Denison University
Bachelor's degree, Politics and Public Affairs and Global Commerce
Eleanor Roosevelt High School
High School Diploma
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