Godwin Joe
Pasadena
Summary
Developed financial acumen and client management skills in fast-paced financial environment. Demonstrates proficiency in financial analysis, client relationship building, and strategic planning. Personable and analytical, with solid foundation in financial principles and customer service. Possesses strong knowledge in financial markets and investment strategies, coupled with skills in data analysis and client communication. Dedicated to helping clients achieve financial success through informed decision-making and personalized guidance.
Overview
4
4
years of professional experience
Work History
Financial Representative
Northwestern Mutual Wealth Management
01.2025 - Current
- Met with customers to assess needs, financial status, and eligibility.
- Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
- Developed tailored investment strategies to optimize clients'' long-term financial goals.
- Created accurate financial documents to present to senior leadership and minimize financial discrepancies.
- Conducted thorough risk assessments, minimizing potential losses for clients and the firm.
- Nurtured new business leads through targeted outreach, cultivating a robust pipeline of prospective clients.
- Leveraged advanced analytical tools to identify opportunities for portfolio growth and diversification.
Branch Rental Manager
Enterprise Holdings
05.2024 - 12.2024
- Managed and grew $6.3million portfolio to $9.3million
- Executed sales and marketing initiatives to increase revenue.
- Increased profit margin by 5% in less than 4 months
- Resolved customer disputes to maintain positive relationships and increase customer base.
- Trained and developed new staff and sales team to meet monthly revenue, growth and customer service goals.
- Implemented risk management initiatives to limit risk and increase profitability
- Proven ability to develop and implement creative solutions to complex problems.
- Provided professional services and support in a dynamic work environment.
- Managed multiple tasks in high-volume environment.
Assistant Branch Rental Manager
Enterprise Holdings
08.2022 - 04.2023
- Coordinated with sales teams and clients to manage inventory, adjust orders, and handle logistics.
- Partnered with outside sales to identify critical accounts with growth opportunities.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Trained and guided team members to maintain high productivity and performance metrics.
Rental Management Trainee
Enterprise Holdings
01.2022 - 07.2022
- #1 in Rental Group (Columbus, Cincinnati & Dayton) in Insurance sales
- #1 in Rental Group in Retail Sales% and overall retail sales
- Overall Top performer in Rental Group in all 6 months
- Developed and implemented strategies to increase sales and improve customer service.
- Built and maintained strong relationships with clients by following up on previous purchases and suggesting new products
Education
Bachelor of Science - Exercise Science And Biology
Ohio Dominican University
12-2022
High School Diploma -
Charles F. Brush High School
05-2018
Skills
- Strategic sales planning
- Self motivation
- Financial planning
- Client acquisition and marketing
- Interpersonal skills
- Budget preparation
- Customer service
- Problem-solving abilities
- Retirement planning
- Risk analysis
- Wealth management
- Critical thinking
Certifications
- CA Life, Health, LTC & LTD (CA License # 4460418)
- SIE
Timeline
Financial Representative
Northwestern Mutual Wealth Management
01.2025 - Current
Branch Rental Manager
Enterprise Holdings
05.2024 - 12.2024
Assistant Branch Rental Manager
Enterprise Holdings
08.2022 - 04.2023
Rental Management Trainee
Enterprise Holdings
01.2022 - 07.2022
High School Diploma -
Charles F. Brush High School
Bachelor of Science - Exercise Science And Biology
Ohio Dominican University
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