Grace Caulfield

Associate Financial Representative at Northwestern Mutual

Role
Associate Financial Representative at Northwestern Mutual
Location
San Diego, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Grace Caulfield

I am a University of North Dakota graduate with a Bachelor\'s Degree in Marketing, equipped with experience in Marketing, Event Planning, and Recruiting. Currently, I am actively seeking a full-time position to further expand my professional skill set.During my final year at the University of North Dakota, I had the privilege of serving as a Marketing Intern at the University of North Dakota Pancratz Career Development Center. In this role, I successfully recruited students and organized a significant center event that attracted over 120 business students. Additionally, I managed and created content for four distinct social media channels. This valuable experience has instilled in me a deep understanding of content creation, the implementation of marketing strategies, event planning, and the art of student recruitment.

Experience

  1. Associate Financial Representative

    Northwestern Mutual

    Jan 2024 — Present · San Diego, CA, US

    Assisting in managing the flow of business information, serving clients, marketing, and improving processes and systems to maximize efficiencyServe as key point of contact for the practiceManage client application process in conjunction with Sales Executive TeamSchedule client review appointments and confirm existing calendar appointmentsUpdate client and policy data using CRM

Education

  • University of North Dakota

    Bachelor of Business Administration - BBA, Marketing

  • University of Minnesota Duluth

    Marketing

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Grace Caulfield — Associate Financial Representative at Northwestern Mutual in San Diego, CA, US | Unifers