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Sam Wheeler

Financial Representative @Northwestern Mutual

Chicago, IL, US
EMAILS
s••••••••@nm.com
MOBILE NUMBERS
+17•••••••32

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WORK HISTORY

Jan 2004 — Present

Financial Representative @Northwestern Mutual

Chicago, IL, US

Develop enduring relationships with clients by providing expert financial planning guidance for personal, business, and family needs-Specialize in financial planning, specifically focusing on retirement planning, which includes: insurance, investments, and financial analysis- Work one-on-one with clients to identify what financial security means to them, zeroing in on solutions that help people reach their financial goals.

SKILLS

Mutual FundsLoansFixed AnnuitiesSecuritiesInsuranceRetirement PlanningSeries 7Financial AnalysisCustomer ServiceInvestmentsLeadershipSeries 63SalesLife InsuranceFinanceStrategic Planning

ABOUT SAM WHEELER

My mission is to help people plan for the most important stages of their financial lives.…

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