Michael Whitlatch Email & Phone Number

Austin, Tx, Us

Milwaukee, Wi, Us

As a Financial Representative at Northwestern Mutual, my day typically involves meeting with clients to review and adjust their financial plans, prospecting for new clients, and following up on leads. I also spent time on administrative tasks such as updating client records and processing paperwork, along with attending training sessions to stay updated on financial products and strategies. The role requires a tremendous balance of client interaction, sales, and continuous learning.Skills I developed at Northwestern Mutual:Client Relationship Management: Developed and maintained strong client relationships through personalized financial planning and regular follow-ups.Financial Planning: Assessed clients' financial situations to create tailored plans encompassing insurance, investments, and retirement strategies.Product Knowledge: Educated clients on various financial products, including life insurance, disability insurance, and investment options.Sales and Growth: Achieved and exceeded sales targets through effective prospecting, client referrals, and networking.Financial Analysis: Conducted comprehensive financial analyses to identify clients' needs and recommend appropriate solutions.Compliance: Adhered to regulatory requirements and company policies to ensure ethical and compliant financial practices.

Fort Collins, Co, Us

Cleveland, Oh, Us

- While participating in the Sales and Management Internship for Sherwin-Williams, I was assigned a 10-week sales project which focused on building safety awareness every day. I then created a sales pitch to present in front of the Vice Presidents of the company. During this project, I gathered data and evidence from all Sherwin-Williams stores and employees in the Northern Colorado region, conducted interviews with Area and District Managers, created an in-depth PowerPoint of my results, assembled 3 safety brouchers to present, and had my final product implemented into the company. - Each intern competed with one another to see who had the best sales pitch at the end of the 10 weeks. Out of the 21 participating groups, I placed 4th overall for my final product and 2nd place in the mountain area. - Along with the sales project, I learned how to properly manage a business from a managerial standpoint by taking classes and participating in ride-along with the sales representatives and store managers in the Fort Collins area.

While taking summer school classes, I developed and executed an ongoing business plan, which included marketing my services, and hiring two employees.I mowed lawns, assisted people with moving in and out of apartments/houses, applied my construction and animal services at ranches, and used my handyman services to build household appliances by hand.

Us

Responsible for the destruction and rebuilding of the iconic Mountain Camp complex (Inclusive of the main stage, housing, and multiple outbuildings)I utilized extensive mathematical skills to engineer the destruction and rebuildWhile supervising three people, I utilized my bilingual skills (fluent Spanish speaking) to help manage the construction staff, many of whom were Spanish speaking

Half Moon Bay, Ca, Us

I coordinated and managed corporate and personal events (300-500 attendees)I was responsible for professional interaction and communication with customers and management in a mature and professional mannerI was responsible for all sales and customer service aspects of eventsI gained key experience working within the hospitality industry