Financial Representative at Northwestern Mutual helping clients achieve financial goals through tailored insurance and financial planning solutions. Engaging with clients and providing ongoing support for their financial plans.
About the role
- Outside Sales Representative canvassing neighborhoods and educating customers on no-cost energy-saving programs. Engage positively and schedule appointments while promoting benefits of services offered.
Responsibilities
- Convey products and services and effectively explain the benefits of them to customers
- Canvass (knocking door to door), distribute program literature and schedule appointments for technicians
- Attend bi-weekly video and in-person training
- Become certified and badged for the Energy Savings Assistance Programs and complete all company training programs
- Keep in regular communication with the office, assigned technician, and marketing manager
- Have a friendly, positive, and outgoing attitude
- Remain knowledgeable about current and ongoing programs within the company
- Maintain a presentable and professional appearance
- Driving to different areas within the LA area to offer no-cost programs
Requirements
- Ability to look presentable and speak clearly
- Positive and professional demeanor
- Access to reliable transportation
- Fluency in multiple languages is a plus
- Client management experience recommended
- Basic computer and iPad skills
- Pass Drug and background screening
Benefits
- Commission Plan + Benefits
- Fuel card + vehicle allowance
- Medical insurance after 90 days for full-time employees
- Dental insurance after 90 days for full-time employees
- 5 days paid sick time after 90 days
- 401K with company % match offered after 1 year
- Vacation pay is offered after a year of full-time employees
Job title
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Experience level
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Degree requirement
Location requirements
Financial Representative assisting individuals and businesses in achieving financial goals through tailored insurance solutions and financial planning in a community - focused role.
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