Summary
Overview
Work History
Education
Skills
Affiliations
Interests
Timeline
Generic

Ben Pankau

Fayetteville

Summary

Dynamic Financial Representative with a proven track record at Northwestern Mutual, excelling in relationship building and client servicing. Leveraged strong organizational skills to enhance client satisfaction through tailored financial strategies, resulting in improved client retention. Committed to continuous improvement and effective communication, empowering clients to achieve their financial goals.

Overview

2026
2026
years of professional experience

Work History

Financial Representative

Northwestern Mutual
09.2024 - Current
  • Met with clients to assess needs, values, and goals.
  • Built strong relationships with clients through transparent communication and trust-building.
  • Supported continuous improvement efforts within the organization by participating in training programs, workshops, and industry conferences.
  • Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
  • Provided ongoing education to clients on relevant financial topics, empowering them to make informed decisions about their future.

Financial Representative Intern

Northwestern Mutual
05.2024 - 09.2024
  • Explored new business opportunities with prospective clients through networking events and referrals.
  • Assisted in portfolio management for clients, achieving optimal diversification and risk-adjusted returns.
  • Collaborated with team members to develop tailored financial strategies for individual clients'' needs.
  • Streamlined internal processes by organizing and maintaining accurate client records and data.

Warehouse Worker

Fayettechill Clothing
04.2022 - 05.2023
  • Helped maintain an organized stockroom by labeling shelves clearly, designating specific areas for different products, and rotating stock regularly as required.
  • Managed incoming shipments effectively by inspecting goods for quality control purposes before storing them appropriately.
  • Ensured accurate order fulfillment by diligently cross-checking pick lists against packed items for consistency.

Trampoline Park Flight Crew

CircusTrix

Team Member

Smoothie King

Education

BBA - Finance

University of Arkansas
Fayetteville, AR
05-2024

High School Diploma -

Bentonville High School
Bentonville, AR
05-2020

Skills

  • Team collaboration
  • Relationship building
  • Client servicing
  • Time management
  • Attention to detail
  • Reliability
  • Organizational skills
  • Active listening
  • Adaptability and flexibility

Affiliations

  • Lambda Chi Alpha

Interests

  • Playing Sports- Played 4 sports in high school
  • Gym Workouts
  • Watching Movies and TV Shows
  • Fishing
  • Golf- to relax and unwind I usually like to hit the course with friends and work on my game

Timeline

Financial Representative

Northwestern Mutual
09.2024 - Current

Financial Representative Intern

Northwestern Mutual
05.2024 - 09.2024

Warehouse Worker

Fayettechill Clothing
04.2022 - 05.2023

Trampoline Park Flight Crew

CircusTrix

Team Member

Smoothie King

BBA - Finance

University of Arkansas

High School Diploma -

Bentonville High School
Ben Pankau