MADISON TEETER
Meridian
Summary
Client-focused Financial Services Professional with experience as an Associate Financial Representative and a strong background in operations management. Skilled in utilizing proprietary financial planning software to create tailored client plans, running complex policy illustrations, and managing high-volume advisor calendars. Proven track record of improving client service through efficient administrative workflows, and precise financial documentation.
Overview
6
6
years of professional experience
Work History
Associate Financial Representative
Northwestern Mutual
Boise
04.2023 - Current
- Spearhead the financial planning process by overseeing proprietary software to construct tailored retirement analyses and wealth management plans for a diverse client base.
- Serve as the primary point of contact for all client service requests, processing policy changes, beneficiary updates, and funds transfers with strict attention to compliance and accuracy.
- Optimize practice efficiency by fully managing the Financial Advisor’s complex calendar and email inbox, including coordinating urgent meetings and proactively scheduling client reviews.
- Prepare comprehensive meeting materials for client reviews, including running in-force policy illustrations, investment performance reports, and updated financial summaries.
- Facilitate the client onboarding process, ensuring all documentation is accurate and processed efficiently to maintain high client satisfaction.
Account Manager / Specialist
AMG Sales
Boise
04.2021 - 04.2023
- Managed key account relationships and vendor portfolios, serving as the primary liaison between sales managers and retail partners for a large territory.
- Processed complex financial documentation, including NOPAs (Notices of Promotional Allowance), orders, and promotional accrual funds, ensuring 100% accuracy in financial reporting.
- Analyzed sales data and created detailed reports using Excel, DemandTec, and 1WorldSync to support strategic decision-making and territory growth.
- Streamlined administrative workflows by maintaining accurate records of orders, ad sales, and promotional funds to assist the sales team.
Assistant Department Manager
Albertsons LLC
Boise
06.2020 - 04.2021
- Oversaw daily department operations, ensuring strict adherence to company policies and compliance standards.
- Managed inventory procurement and demand planning by writing orders three times weekly, consistently meeting sales goals.
- Led a team of employees by delegating tasks and implementing productivity initiatives to enhance efficiency.
- Resolved high-level client inquiries and operational issues during weekly management meetings, demonstrating problem-solving skills.
Education
Bachelor of Science - Sociology
Boise State University
Boise, ID05.2020
Skills
- Client Relationship Management
- Data & Compliance
- Account Management
- Financial Analysis
- Retirement Planning
- Risk Analysis
- Financial Support
- Client Service
- Calendar Management
- Appointment Scheduling
Timeline
Associate Financial Representative
Northwestern Mutual
04.2023 - Current
Account Manager / Specialist
AMG Sales
04.2021 - 04.2023
Assistant Department Manager
Albertsons LLC
06.2020 - 04.2021
Bachelor of Science - Sociology
Boise State University