Business Development Representative at Voluum connecting with potential clients through multiple channels. Qualifying leads and supporting sales activities in the SaaS performance marketing industry.
About the role
- Financial Advisor role at Northwestern Mutual focusing on business development and client consultations while providing tailored financial solutions. Career includes building long-term relationships and comprehensive financial planning.
Responsibilities
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- 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
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
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