Sales Advisor

Northwestern Mutual

Sales Advisor assisting clients in financial planning and personalized insurance solutions. Engaging with clients, developing financial plans, and building long-term relationships in Metro Detroit.

Posted 8/2/2026full-timeTroy • Missouri • 🇺🇸 United StatesMid-LevelSenior💰 $65,000 - $85,000 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. Strong ability to build trust and maintain client relationships through effective communication and analytical thinking.

Highest-signal resume keywords

Financial PlanningClient EngagementInsurance StrategiesAnalytical ThinkingInterpersonal Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningInvestment StrategiesInsurance StrategiesRetirement Planning

Soft Skills

Interpersonal SkillsCommunication SkillsAnalytical ThinkingTrust Building

Certifications & Qualifications

Financial Licenses

Industry Keywords

Financial ServicesBusiness Development

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

Bachelor's Degree is strongly preferred or military equivalent
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
Willing to obtain necessary licenses if not already acquired (support and sponsorship is integrated into training)

Benefits

Comp & perks

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance