Jordan Crook

Financial Representative @Northwestern Mutual

Columbus, NE, US
EMAILS
j••••••••@nm.com
MOBILE NUMBERS
+14•••••••88

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WORK HISTORY

Apr 2009 — Present

Financial Representative @Northwestern Mutual

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Columbus, NE

While my clients come from many walks of life, I enjoy working with people in the agriculture industry because our down-to-earth philosophies provide immediate common ground. I grew up working on my grandparents and uncle’s farm, raising approximately chickens. I respect hard work, and the farm taught me a lot about it for 10 years. Whether our conversations take place in a tractor or on the bed of a truck, we know the meaning of each dollar. I also enjoy working with people in the software sales industry because they similarly have excellent work ethics and specialized knowledge of their products.My specialties include:•Retirement Planning•Estate and succession planning•Financial planningI take my leadership position as a College Unit Director seriously. Interns need to learn specific skills to improve their individual value, regardless of whether they pursue financial planning. I develop relationships with interns to help and coach them and keep them accountable. We also need to understand that this is an internship, so having fun is a requirement!

SKILLS

Retirement PlanningFinancial PlanningInvestmentsInsuranceEducation Funding

ABOUT JORDAN CROOK

Northwestern Mutual’s planning philosophy is unique compared to the industry standard…

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