-Overcome objections on the phone, through setting at least 90 dials a month to get meetings with prospects. -Engaged in Factfinder meetings in person and over zoom, to build personal relationships and demonstrate what Northwestern does to add value to individuals. Educate clients on insurance and investment vehicles using PX software to build analysis and plans to expand their understanding of retirement goals. -Develop industry knowledge by attending senior advisor seminars to gain more insight on prospecting. - Forecast plans to potential clients by utilizing PX software to demonstrate value and insight.

Started a lawn and Lanscaping business at age 13 and built it up over 5 years to have over 40 clients. Some of the duties included in this job were mowing, mulching, river rock, retaining walls, spring and fall clean ups, etc... Eventually became an LLC by age 18 and shortly after sold off business heading into college.