Financial Representative at Northwestern Mutual
La Crosse, Wisconsin Area
- Current
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- Financial Representative at Northwestern Mutual
- Past
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- Retail Sales at Stansfield Vending, Inc.
- Education
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- University of Wisconsin-La Crosse
- Connections
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9
connections
- Industry
- Financial Services
- Websites
Joel Nielsen’s Summary
As a financial representative for the Northwestern Mutual Financial Network, I find it crucial to ask questions before providing answers; I cannot help you achieve your goals without identifying exactly what they are and why they are important to you. My mission is to help you achieve financial security for yourself and your family. I will work with you to understand your financial goals, suggest a solution to help you reach those goals, and show you ways to implement them. By matching your needs with innovative solutions utilizing world-class insurance services, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself. Through this, I develop enduring relationships with my clients.
Joel Nielsen’s Specialties:
Personal Needs Analysis, Retirement Solutions,Life Insurance, Disability Insurance, Long Term Care Insurance, College Funding, Tax Deferred Investments
Joel Nielsen’s Experience
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Financial Representative
Northwestern Mutual
(Financial Services industry)
May 2007 — Present (2 years 8 months)
I help my clients plan for a sound financial future, while protecting themselves and their families today through world class insurance and investment products and services. I do this through a needs based approach, where I find it imperitive to understand what motivates my clients before suggesting solutions.
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Retail Sales
Stansfield Vending, Inc.
(Privately Held; 201-500 employees; Entertainment industry)
October 2004 — May 2007 (2 years 8 months)
High end game room retail sales. Inventory control, customer service, showroom coordination.
Joel Nielsen’s Education
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University of Wisconsin-La Crosse
Business Administration, Finance 2003 — 2004
Joel Nielsen’s Contact Settings
Interested In:
- consulting offers
- new ventures
- job inquiries
- expertise requests
- reference requests
- getting back in touch
