Christian Franki
Office Associate @ Primerica | Financial Planning and Wealth Management
- Role
- Office Associate at Primerica
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Christian Franki
University of Delaware student pursuing a Bachelor’s in Financial Wealth Management, with a minor in Professional Selling and Sales Management. Currently serves as an Office Associate at Primerica, supporting client engagement initiatives, compliance meetings, and agent training preparation. Demonstrates strong communication and organizational skills through collaboration with representatives to enhance client participation in seminars. Earned multiple certifications, including the Securities Industry Essentials (SIE) and eMoney Fundamentals, further solidifying a foundation in financial planning. Motivated by creating value for clients and teams, with a goal of leveraging education and professional experience for a career in financial services.
Experience
Office Associate
Jun 2022 — Present
Coordinated Agents successful completion of the company\'s mandatory Annual Compliance MeetingContacted clients quarterly to check in our client’s needs and if they wanted to schedule a review with their representativeWorked with representatives to communicate with clients to increase participation in office client night seminarsHelped to prepare training slides for agent training on company products
Education
Alfred Lerner College of Business & Economics at University of Delaware
Financial Planning and Wealth Management , Finance and Financial Management Services
University of Delaware
Bachelor of Science, Financial Wealth Management, General
University of Delaware Institute for Global Studies
International Business, Trade, and Tax Law
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