Sample Resume : Sales Manager Interview

On May 31, I began working for Northwestern Mutual in downtown Nashville. Northwestern Mutual is a Fortune 500 life insurance and financial planning company. Since then, my title hasn’t just been intern or college intern and I wasn’t just doing busy work or making copies for people. Northwestern Mutual treats their college interns as full time representatives with all of the daily jobs and responsibilities that full time employees handle. Northwestern gave me the title Financial Representative and sent me on my way to make a difference in peoples’ lives by giving them the opportunity to gain financial security through live insurance and financial planning.

The role of the wealth manager is not to simply sell a financial product to a prospect. Instead, a wealth manager’s first concern is developing a comprehensive understanding of the client, a client-centric approach to providing financial solutions. Next the wealth manager must match the right solutions to the client’s needs and desires and ensure he or she receives an exceptional service experience. After that, product and service sales opportunities will naturally follow. Making the transition is clearly a trade-off between short-term results and long-term success. Financial security through goals-based wealth management. As a wealth manager with Merrill Lynch,

The company that I chose to do my presentation on is Maurices Store. I worked in retail as a manager for 12 years at the former County Seat and one of my assistants is still working retail as a manager at Maurices here in Dubuque. I was interested in choosing retail sales because it is where I started and I wanted to see how it has changed over the years.

A person with the right personality and attitude can influence other 's, and I feel I 'm a great example of that. My personal ambition to reach new heights has also motivated me to apply for the staff position on Skyblocky.​

Today I will creating a memo that guides my client Casey Blount. As her financial advisor I will get her through this rough patch of her life. Ms.Blount s a native of Knoxville, Tennessee, graduated last June from North Carolina State University with a major in Communications and a minor in business. Soon she will begin her first job as a junior account executive at an advertising firm called Profound Advertising, in downtown Raleigh on January 2, 2017. Even though she minored in business, she needs my help in advising her financial life. In my memo to her I will need to guide her through student loans; housing; transportation; credit card usage and credit score; retirement plans; and basic budgeting issues. Ms.Blount is working with a tight

IntroductionLinda Best, a Certified Financial Planner (CFP) from Sarnia, Canada is the founder and sole shareholder of Best Financial Services Inc. which was established on January 1, 2001. Sarnia, the largest city in South Ontario, bordered the United States and was heavily populated with aging baby boomers and blue-collar workers. Best Financial earned its revenues mainly from blue-collar workers nearing retirement. Best financial had formed strong relationships with many clients throughout Sarnia and managed over 1000 financial plans allowing a steady revenue and profit growth. The key services provided by Best Financial are risk management, tax preparation and professional money management. The company’s Assets under Management were

Northwestern Mutual is one of the top insurance companies listed on the Fortune 500 whose annual report is effective in showing the company’s value and mission, and in promoting its image. The company has been providing and will continue delivering beneficial insurance and financial products to its customers. By repeating select words in varying contexts, using powerful and illustrative photos of the company’s customers and employees, as well as applying easy-to-navigate and accessible design, Northwestern Mutual created an effective Annual Report of 2011 that benefits its intended readers with important and targeted information.

I have recently chosen to start a financial advisory practice though 21st Century Financial, Inc. While I still specialize in life insurance, I realize that insurance is probably just one small piece of the financial puzzle for you. I can help you be not only better prepared for the unthinkable, but also we can work together to minimize your financial risk, accumulate wealth, maximize your retirement years and leave a legacy for your loved ones all without having more out of pocket expenses today.

CMI had a mixed record of success within the private mortgage insurance industry. Frank Randall, the company’s first and only president, had gotten the organization off to an aggressive beginning, attaining a 14.8 percent market share by 1972. By 1979, however, that share had fallen to just over 10 percent even though revenues had grown from $18 million in 1972 to over $30 million in 1979. Randall attributed the loss of market share primarily to the difficulties created by the bankruptcy of CMI’s original parent. Thus he had been quite relieved when Northwest Equipment acquired CMI in January 1978. Northwest provided CMI with a level of management and financial support it had never before enjoyed. Furthermore, Northwest’s corporate management had made it clear to Frank Randall that he was expected to build CMI into a much larger, diversified financial services company. Northwest’s growth expectations were highly consistent with Frank Randall’s own ambitions. The stability created by the acquisition, in combination with the increasing solidity of CMI’s reputation with mortgage lenders, made it possible for Randall to turn his attention more and more toward external acquisitions of his own. During 1978 Randall, with Jim Dolan’s help, had investigated several acquisition opportunities in related insurance industries, with the hope of broadening CMI’s financial base. After several unsuccessful investigations, the two men had come to believe that their knowledge and

For my sales manager interview I was fortunate enough to interview Chad Keaton, a wealth management advisor and a managing director of Northwestern Mutual. Mr. Keaton graduated from East Tennessee State University in 1989 with Bachelor of Business Administration in Marketing. Moreover, he joined Northwestern Mutual in 1993 and now it has been almost 20+ years since he has been in sales and sales force management with Northwestern Mutual here in Knoxville, TN. Founded in Milwaukee, Wisconsin, Northwestern Mutual, as a middle west based company, started up with the earliest life insurance services in 1857. Even though, Northwestern Mutual has always been prominent for its life insurance products, the innovation and diversity in various financial services of business are undeniably more attractive. Risk management, wealth accumulation, wealth preservation and distribution are some of the major needs that Northwestern Mutual offers to the public with many specializations.

“Our purpose is to enable individuals and businesses to manage financial risk. We provide insurance products

Ehrhardt, M.C. & Brigham, E.F. (2011). Financial Management: Theory and Practice, Ed 13. Ohio: South-Western Cengage Learning.

Morgan Stanley has earned a worldwide reputation for excellence in financial advice and market execution. Today, Morgan Stanley is employing over 51,000 members in about 27 countries connect people, ideas and capital to help their clients reach their financial needs and future goals. (http://www.morganstanley.com). Ever since the year 1997, Morgan Stanley has joined forces with two respected organizations. Morgan Stanley, which was established in New York in 1935 combined with Dean Witter, which was as big and well-known as Morgan Stanley. Dean Witter was established in 1924 in San Francisco. Due to the fact that they have become more powerful by combining each other’s advantages in the

Blunt thought that NYL had a chance to sell a very large volume of immediate annuities through the roughly 500,000 independent and company-based investment advisors in the United States who helped people manage their retirement assets. To do this, he wanted to make a multimillion-dollar investment in people and resources to try to convince these investment advisors to sell NYL’s immediate annuities.

National Mutual Funds (NMF), founded in the 1940s, is one of the most important mutual fund companies in the brokerage industry in the United States. The company has extended from a mutual fund company to a financial center offering mutual funds, brokerage products including stocks and bonds, insurance products, and a variety of planning tools to help customers save for major life needs. However, since the market downturn, which is hurting many brokerage and mutual fund houses, NMF’s profits and operations have been affected significantly. To respond to the market slowdown, Harry Smallwood, President of NMF Retail Services, has come up with a directive to reorganize the call centers in the Retail Services Division in an effort