Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance..., connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial...
, expense reports, and weekly activity reports by agreed upon dates set by Sales management to assist with forecasting. Works... on those account holders with bank partners. Partner with other sales divisions on “team selling” approach for any referrals over 49...
and services by developing new clients and increasing the client base to increase profits in the PEO Sales organization.... Responsibilities Under general supervision of Sales management and within specific quota attainment guidelines for the position...
sales activity and forecasts. Collaborate with key referral sources, including Accountants, Banks, and existing Paychex... clients, with the goal of education, consultation and to secure referrals to end user sales. Schedule and conduct meetings...