Devin Carle

Experience

• 

  Northwestern Mutual

  Apr 2015 - now

  Director of Marketing and Client Relations

  -Assist 2 top producing financial representatives build their practice-2015-2016 year increase in overall production by 51% from the previous year -Advised clients on service-related issues, payments, conservation or existing policies/accounts and impact of changes to policies/accounts.-Completed and reviewed applications, conversions, and policy changes for completeness and accuracy.-Reviewed and electronically filed and updated all client files for completeness and accuracy for annual reviews and compliance purposes.-Maintained Financial Adviser's marketing plan and person websites. -Managed and maintained calendars for 2 top producing financial representatives’-Established professional client relationships and was the direct line of contact for client’s needs. Show less