Samuel Jardine
Financial Representative @ Northwestern Mutual | Risk Management, Financial Market Research
- Role
- Financial Representative at Northwestern Mutual
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
About Samuel Jardine
I’m a senior at Brigham Young University pursuing a career in wealth management, focused…
Experience
Financial Representative
Aug 2025 — Present · Provo, UT, US
Developed and maintained a robust client pipeline of over 80 prospects through effective networking and referrals- Collaborated with senior advisors to create an average of 15 personalized financial plans monthly, enhancing client retention- Leveraged CRM software to track client interactions, achieving a 50% contact-to-meeting-kept ratio.
Education
Brigham Young University
Bachelor of Arts - BA
2020 — 2026
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