
Sales Representative – Entry Level
Northwestern Mutual
full-time
Posted on:
Location Type: Hybrid
Location: Troy • Missouri • United States
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Salary
💰 $65,000 - $85,000 per year
Job Level
About the role
- 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
- A bachelor's degree 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.
- If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP.
Benefits
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment strategiesinsurance strategiesretirement planninganalytical thinking
Soft Skills
interpersonal skillscommunication skillstrust buildingrapport building
Certifications
Michigan LAHSIESeries 6Series 7Series 63CFP