Natalie West
About Natalie West
Natalie West is a Regional Leader at Primerica in Coquitlam, British Columbia, specializing in personalized financial game plans for pre-retirement and post-retirement clients. She focuses on empowering individuals to achieve financial independence and mentors those seeking to improve their financial situations.
Work at Primerica
Natalie West has been serving as a Regional Leader at Primerica since 2018. In this role, she specializes in creating personalized financial game plans for families and individuals, focusing on securing their pre-retirement and post-retirement futures. Based in Coquitlam, British Columbia, Canada, she aims to empower clients to take control of their financial destinies. Her approach includes educating clients on the rules of financial management, enabling them to become their own 'Financial Master.'
Education and Expertise
Natalie West's expertise lies in financial planning and client education. She is dedicated to helping clients achieve financial independence and fulfill their bucket list goals without experiencing financial strain. Her work involves mentoring and managing individuals who aspire to improve their financial situations and transition from mediocrity to a more extraordinary lifestyle. This focus on empowerment and education is central to her approach in the financial services industry.
Background
Before joining Primerica, Natalie West worked as a Hostess at Red Robin in Abbotsford, British Columbia, from 2015 to 2016. This early experience in customer service contributed to her skills in client interaction and relationship building, which are essential in her current role in financial services. Her transition from the hospitality industry to financial planning reflects her commitment to supporting individuals and families in achieving their financial goals.
Achievements
In her role as Regional Leader at Primerica, Natalie West actively seeks to expand operations by recruiting like-minded individuals to join her team. Her focus on mentorship and management has allowed her to guide others in their financial journeys. By fostering a supportive environment, she helps her team members develop their skills and achieve their own financial aspirations.