Northwestern Mutual is seeking an Entry-level Sales Representative to join our Cedar Rapids team. In this role, you will engage with clients to understand their financial goals, develop long-term relationships, and help deliver personalized insurance solutions and financial planning guidance. You will build trust with individuals and small businesses, identify opportunities, and coordinate with a planning team to serve clients effectively. This position offers remote-friendly options and opportunities for professional growth and advancement.
Key Responsibilities: - Conduct client consultations to understand goals, aspirations, and concerns. - Develop and present comprehensive financial plans including investments, insurance, and retirement strategies. - Recommend and implement insurance and financial solutions to protect clients' assets and income. - Maintain ongoing relationships with clients, providing updates and adjusting plans as needed. - Network and generate referrals through community involvement and professional associations.
Northwestern Mutual is seeking an Entry-level Sales Representative to join our Cedar Rapids team. In this role, you will engage with clients to understand their financial goals, develop long-term relationships, and help deliver personalized insurance solutions and financial planning guidance. You will build trust with individuals and small businesses, identify opportunities, and coordinate with a planning team to serve clients effectively. This position offers remote-friendly options and opportunities for professional growth and advancement.
Key Responsibilities: - Conduct client consultations to understand goals, aspirations, and concerns. - Develop and present comprehensive financial plans including investments, insurance, and retirement strategies. - Recommend and implement insurance and financial solutions to protect clients' assets and income. - Maintain ongoing relationships with clients, providing updates and adjusting plans as needed. - Network and generate referrals through community involvement and professional associations.
Qualifications: - Education: Bachelor's degree preferred. - Experience: Beneficial but not required; experience in financial services or business development is a plus. - Skills: Strong interpersonal and communication abilities; ability to build trust and rapport. - Licenses: Obtain necessary licenses (Series 6, 63) and state insurance licenses; training and sponsorship available.
- Professional development programs and sponsorships for advanced certifications. - Competitive compensation with performance incentive
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Qualifications: - Education: Bachelor's degree preferred. - Experience: Beneficial but not required; experience in financial services or business development is a plus. - Skills: Strong interpersonal and communication abilities; ability to build trust and rapport. - Licenses: Obtain necessary licenses (Series 6, 63) and state insurance licenses; training and sponsorship available.
- Professional development programs and sponsorships for advanced certifications. - Competitive compensation with performance incentive
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Based on: Sales Representative
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