Retirement Planning Mid West

Patrick O'Brien

***** ** ***** ** ********, WA **027 Phone: 414-***-**** E-Mail: ad0lx3@r.postjobfree.com Objective

Motivated, passionate, and professional with an entrepreneurial spirit, yearning to leverage my experiences and past successes into a dependable and versatile asset for the right organization. Experience

Northwestern Mutual 2021 - Present

• I conducted and organized meetings with both current and prospective clients in regards to financial security, investments, and retirement planning.

• The business I oversaw was all self generated externally through the use of connections and interpersonal marketing.

• I organize and conduct the entire process from the introduction to the close in regards to personal goals of the client, information gathering, to analytics, and drafting of financial plans and documents. Erie Construction Mid-West Inc. 2020 - 2021

• Directed and coordinated full scale in-home demo presentations to homeowners, from introduction to close.

• Employed the use of urgency and transparency when discussing construction and finance options.

• Used sophisticated objection handling techniques to close same-day sales. Routinely closed deals in amounts of $10,000 to $80,000.

• Handled all necessary paperwork, loan documents, and correspondence with clients and finance. Newman Chevrolet 2018 - 2020

• Cultivate relationships with new customers to achieve sales objectives and provide insight into new product features and options.

• Specialized in performance cars, directing all meetings with high net worth individuals with their new sports cars from initial specification to delivery.

• Qualify and follow up on warm internet leads regarding new and pre-owned performance and every day vehicles. Gentian Financial Inc (Internship) 2015 - 2018

• Participated in all meetings and prepared and individualized the financial data for each client.

• Took responsibility for and expanded a successful marketing campaign aimed at new members of the community.

• Devised and implemented a social network of videos and articles from the firm to further improve client relations. College Works Painting (Internship) 2013 - 2015

• Successfully awarded an internship through a rigorous interview process state wide. Only 1 in 60 applying student candidates are accepted.

• Responsible for starting my own residential painting business, exploring all aspects of entrepreneurship all the way from marketing to booking contracts to job completion.

• Performed a relentless door to door sales and marketing campaign; pursued leads with a determined attitude, resulting in an impressive lead /contract conversion rate.

Education

University of Wisconsin - Milwaukee 2012 - 2017

Double majored in Finance and Business. 2014 UWM Public Speaking Champion

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