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Valery Levitt
Associate Financial Representative @Northwestern Mutual
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WORK HISTORY
Associate Financial Representative @Northwestern Mutual
Chicago, IL, US
Provide support in an administrative capacity for new financial representatives in their first 3 yearsAct as a liaison between the home office, advisors, network office support team and clientsCoach representatives on organizational skills to help them stay focused on their daily sales activities Assist newly hired representatives in achieving & maintaining sales goalsFollow up on cases in the underwriting stage, including contacting the client for outstanding requirementsPrepare policies to be delivered by representatives and obtain policy delivery requirements from clients Conduct technical trainings for representatives and other associates to teach them company softwareOptimized workflow processes and achieved measurable improvements in team efficiencyReview insurance applications, conversions, and policy changes for completeness and accuracyProcess incoming non-securities related insurance service requests from clients Health and Life Insurance licensed in Illinois and North CarolinaResponsible for the highest producing new financial representative in 2021, beating out 100 others
EDUCATION
University of South Carolina
Bachelor of Arts
SKILLS
ABOUT VALERY LEVITT
Specialties: communication skills, customer service, conflict resolution, people skills,…
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