Zeenat Schultz
Associate Financial Representative at Northwestern Mutual
- Role
- Associate Financial Representative (Series 6 License, Recognition for Digital Savvy Advisor 2016) at Northwestern Mutual
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Associate Financial Representative (Series 6 License, Recognition for Digital Savvy Advisor 2016)
Nov 2014 — Present · Los Angeles, CA, US
As an AFR, I created an efficient, organized, and compliant processes which reduced expenses thereby increasing profits.• Managed a team of five; provided guidance when needed • Sought new business with existing clients when appropriate • Created presentations for client meetings in order to sell new business; regularly prepared 25 presentations a week• Facilitated the process of opening and funding investment accounts• Maintained relationships with clients by reinforcing the importance and value of a financial plan• Planned client appreciation events for A+ clients
Education
American University of Dubai
Bachelor of Science (BS) Study Abroad Program
Georgetown University
International Business Summer Program
Colorado State University
Bachelor of Science (B.S.)
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