Laurence Wyatt
Financial Representative @Northwestern Mutual
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WORK HISTORY
Financial Representative @Northwestern Mutual
Philadelphia, PA, US
Finished as a Top 10 intern nationally in client sales.• Participated in an invite-only convention due to high performance.• Led interns in closing percentage (42%) through consultative selling.• Analyzed financial data to tailor investment strategies to client goals.• Assisted in creation of comprehensive financial plans.• Developed client relationships through consistent communication and support.• Utilized CRM software to track client interactions and follow-up processes.• Educated clients on financial products, enhancing financial literacy.
EDUCATION
Montclair State University
Bachelor of Business Administration, Finance, General
SKILLS
ABOUT LAURENCE WYATT
As a young man, I have found interest in both sales and commercial real estate. For the…
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