Sales Advisor, Marketing Experience

De Beer Group

Sales Representative at Northwestern Mutual helping individuals and businesses with personalized insurance solutions and financial planning. Building long-term client relationships to meet unique needs.

Posted 8/2/2026full-timeWoodland Hills • California • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing comprehensive financial plans, including investments, insurance, and retirement strategies, while effectively engaging with clients to understand their financial goals. Proficient in building trust and rapport with clients and adapting strategies based on their changing circumstances.

Highest-signal resume keywords

Financial PlanningClient EngagementAnalytical ThinkingInterpersonal SkillsInsurance Strategies

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisInvestment PlanningRetirement PlanningInsurance ImplementationStrategy Adjustment

Soft Skills

Communication SkillsTrust BuildingRapport Development

Certifications & Qualifications

Series 6 LicenseSeries 63 LicenseState Insurance License

Industry Keywords

Financial ServicesBusiness DevelopmentClient NetworkCommunity InvolvementProfessional Associations

About the role

Key responsibilities & impact

Engage with clients to understand their financial goals, aspirations, and concerns.
Develop comprehensive financial plans that include investments, insurance, and retirement.
Recommend and implement insurance strategies to protect clients' assets and income.
Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

What you’ll need

A bachelor's degree in finance, business, or a related field is preferred.
Previous experience in financial services, insurance or business development is beneficial but not required.
Strong interpersonal and communication skills.
Analytical thinking.
Ability to build trust and rapport with clients.
Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits

Comp & perks

Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.