Devin Carle

Devin Carle

Director of Marketing and Client Relations

Followers of Devin Carle48 followers
location of Devin CarleGreater Colorado Springs Area

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  • Timeline

  • About me

    Director Of Marketing and Client Relations

  • Education

    • University of Phoenix

      -
      Business, Management, Marketing, and Related Support Services
  • 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

  • Licenses & Certifications

    • Life And Health