Jordan Maddox
Financial Services Representative @Northwestern Mutual
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WORK HISTORY
Financial Services Representative @Northwestern Mutual
Irvine, CA, US
Collaborates with team to understand and learn about client goals, hopes, dreams, and aspirations and current financial standing to create comprehensive financial plans, individualized to the client• Informs, educates, and empowers clients to take action on achieving their personal, professional, and financial goals• Protects assets and reinforces plan with unique strategies• Offering insight on market movement and strategies to advantageously invest• Updates and amends plans based on client life changes during quarterly reviews
SKILLS
ABOUT JORDAN MADDOX
Licensed life, health, and accident insurance agent with over 10 years of accounting…
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