Nick Fequiere
California
-- linkedin.com/in/nicolasfequiere
Adapt, Communicate, Individualize, Collaborate, Visualize
Professional Overview
Financial Representative
May 2018 - Present
Northwestern Mutual - Bakersfield, CA
Acquired, serviced, and retained 65 new clients over an 18 month period
Placed over $11M dollars in insurance benefit in force over an 18 month period
Cultivated relationships with local professionals, business owners, fellow industry members, and other key individuals
Updated and maintained CRM database by segmenting clients and prospects and ensuring accuracy of all information
Worked with clients to identify budget surplus and goals and determine proper asset allocation opportunities
Completed financial analysis and prepared digital financial plans for presentation and implementation
Conducted annual and semi-annual reviews to ensure that the plan is still accurate and relevant to clients' interests
Utilized discretion and maintained confidentiality when working with sensitive client information
Achieved Pacesetter designation (achieved by only 10% of all new reps and advisers within the company)
Qualified for production-based national conferences and meetings annually
Founding participant of the Beer Network's Diversity and Inclusion Council
Developed marketing strategies to communicate value-added propositions, generate leads, and acquire clientele
Directly supervised, mentored, and developed a unit of five financial representative interns
Business Development Summer Associate
Jun 2017 - Aug 2017
Cigna Healthcare - St. Louis, MO
Initial iCEO in rotational leadership program, Diverse Leaders of Tomorrow Academy (DLTA)
iChief Human Resources and Sales Officer for DLTA Cohort
Organized team building events to foster collaboration between iC-Suite executives
Hosted a Career Day for St. Louis-area high school students to learn about professional development opportunities
Coordinated Cross-Functional Team Strength Finders Campaign
Developed Strengths, Weaknesses, Opportunities, Threats (SWOT) Analysis of concepts that impact 10M+ customer base
Presented multi-million dollar product solution to 200+ executives and business stakeholders
Peer reviewed and analyzed Pro Forma income statements for financial feasibility and client up-sell possibility
Assisted in developing a go-to-market strategy for an innovative commercial pharmacy rebate structure that theoretically
increases competitiveness and generates an increase in profit
Formulated sales projections and price points for aforementioned go-to-market strategy
Administrative Intern
Aug 2016 - Jun 2017
Kern Council of Governments - Bakersfield, CA
Met with videographers and venue staff to negotiate pricing and package details for Kern COG's Regional Awards
Penned the script for Kern Council of Governments' Regional Awards ceremony
Increased traffic among social media networks (Facebook and LinkedIn) by 10% in a one-week span
Tabled and networked at community events to increase awareness of ride share opportunities in Kern County
Accurately collected and recorded data for use in multi-million dollar grant proposals for county projects
Education
BA in Communications - Public Relations
Aug 2015 - May 2018
California State University, Bakersfield
Assistant Sports Editor for The Runner
Director of Marketing for Associated Students, Inc.
President and Founding Father of Iota Alpha chapter of Alpha Sigma Phi Fraternity
Core Strengths
Project Management
Relationship Building
Technologically Proficient
Time Management
Sales Strategy/Projections
CRM Software
Written/Verbal Communication
Client Service
Organization
Team Management/Collaboration
Marketing Strategy
Self-Starter
