Social Media Office

Jennifer V. Dawalt

*** ******* ****** *****@*******.***

Haddon Township, NJ 08059 LinkedIn: www.linkedin.com/in/jennifer-dawalt-8a1306b1 856-***-****

Education

Southern New Hampshire University Manchester, NH

Bachelor of Science in Business Administration – Finance (In Progress; GPA: 3.835) April 2019 – Present

Licenses, Certifications, & Technical Skills

• NJ & PA Life, Accident, Health, Variable Life, Variable Annuity & Long-Term Care Insurance Licensed (NPN: 16827275)

• FINRA Series 6 & 63 (CRD#: 5308540)

• Certified R.A.C.E. Coach

• Certified Master Trainer

• Certified Master Coach

• Microsoft Office 365, CRM

• Excellent written and verbal communication skills

• Highly ethical history of providing client confidentiality by handling and securing Personally Identifiable Information (PII) and Protected Health Information (PHI)

• Ability to multitask and prioritize in a fast-paced environment

Employment Experience

Northwestern Mutual, David H. Hilton, Jr., CLU, CLTC – Philadelphia, PA October 2016 – Present

Associate Financial Advisor

• Provide administrative support for Million Dollar Round Table & Northwestern Mutual Top 20 producing advisor

• Monitor and maintained advisor’s email, website, and social media marketing campaigns

• Coordinate calendars between advisor and home office executive-level leadership for one-off and committee meetings

• Schedule conference calls and meetings with prospective and existing clients

• Coordinate advisor and team member travel arrangements

• Prepare and submit advisor’s expense reports to home office

• Maintain inventory of current compliant marketing materials, technology equipment, and office supplies

• Process semi-monthly payroll and accounts payable as well as prepared record of business expenses

• Prepare illustrations (life, disability, long-term care, annuities) for all prospective client meetings and existing client annual reviews

• Track team member progress and deadlines for FINRA, state, Northwestern Mutual internal training, and anti-money laundering (AML) continuing education, licensing, and contracting

• Order and schedule medical exams for clients engaging in the underwriting process

• Process and review all life, disability, long-term care, and annuity applications for accuracy, compliance, and completion

• Prepare policies for delivery as well as obtained and processed all delivery requirements

• Compile prospective lead lists based upon ideal target client parameters

• Prepare account summaries for variable and securities owners.

• Receive and forward checks and related paperwork to the Network and home office investment operation areas.

Northwestern Mutual South Jersey – Mount Laurel, NJ September 2011 – September 2016

Associate Financial Advisor, & Sales Execution Team Member

• Monitored and maintained advisor’s website and scheduled social media marketing campaigns

• Scheduled conference calls and meetings with prospective and existing clients

• Maintained inventory of current compliant marketing materials, technology equipment, and office supplies

• Processed and reviewed all life, disability, long-term care, and annuity applications for accuracy, compliance, and completion

• Contacted and advised clients regarding late payments and service-related issues

• Received and forwarded checks and related paperwork to the network and home office investment operation areas

• Prepared client meeting presentation materials including illustrations, account and policy statements, and product applications

• Actively managed underwriting process and regularly follow-up on outstanding requirements

• Coached and provided administrative support to under 3-year Financial Representatives

• Facilitated the establishment of under 3-year Financial Representatives’ daily and weekly habits based on activity, professional

and production expectations for the first year of their career

• Provided feedback and accountability training to under 3-year Financial Representative in accordance with their vision and goals

Office Manager

• Maintained telephone system and agency directory

• Established work areas, telephone, long distance code, copy code, and distribute keys for new personnel

• Trained new personnel on how to use the phone system

• Maintained inventory and request office supplies through Operations Department

• Maintained and managed vendor relationships

• Received, opened, and sorted incoming mail to include logging incoming investment checks and routing to the appropriate office or office designee

• Coordinated the scheduling of office repairs and be available during off hours or weekends to oversee repairs if necessary

• Established, implemented and maintained adequate security and safety procedures

• Completed and/or assisted with projects as assigned by the Operations Manager

• Cross-trained in New Business Processing, Investment Operations, Business Development, and Managing Partner assistance to serve as needed

• Code and properly record incoming client and Home Office correspondence

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