Leodonovan Lewis
Financial Representative Helping Clients Through Personalized, Strategic Financial Planning (Birmingham AL)
- Role
- Financial Representative at Northwestern Mutual
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Leodonovan Lewis
I provide comprehensive financial planning services designed to help clients achieve both…
Experience
Financial Representative
Mar 2024 — Present · Birmingham, AL, US
Build: Grow relationships with your network and develop knowledge of NM financial products and market trends to build a client base- Educate: Go beyond training with sponsored licensing and ongoing development. Use assistive software and reporting tools to educate clients on potential plans- Influence: Drive clients to action by presenting opportunities for financial protection and growth through expert influence and recommendations- Own: Take ownership of business development, master your craft, and build a team. Review and maintain client financial plans to provide optimum advice for their needs.
Education
University of North Alabama
Bachelor of Business Administration - BBA
2023 — 2024
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