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Patrick Taylor/Northwestern Mutual Work Values
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Daily Duties at Patrick Taylor/Northwestern Mutual:
Manage client relationships, oversee the day-to-day office activities, create personal financial plans for each client, phoning to set appointments with clients and prospective clients, meet with clients and prospective clients, conduct one-on-one fact-finding appointments with prospective clients, conduct closing appointments with clients, develop and execute cross-selling plans for non-securities products, monitor daily status report, expedite any additional underwriting requirements, handle phone calls providing current status and account values, contact and advise clients on late payments, participate in various activities of the sales cycle,
What they like about Patrick Taylor/Northwestern Mutual:
A hiring company that offers alternative approaches to pay, performance bonuses, and/or equity in the firm is very attractive to you. You're generally less interested in working for an organization offering only traditional, salary-based compensation, one with limited opportunity to acquire equity in the firm, or one that does not actively promote skill development. In addition, you are more likely to choose a company that offers a variety of internal career options, with defined career paths. You view the learning of new skills and development of your expertise as key to your career advancement. These aspects of an organization may become even more important to you as you progress in your field, and are especially critical if you change career or occupation.
Skills
Communicator, Coaching, Leadership, Connector, Team Builder, Entrepreneurship, Sales, Creative
Information about Patrick Taylor/Northwestern Mutual
Company Rank: Not Available
Average length of employment : 12 years
Average salary of employees: $50,000
These are some of the questions we asked our climbers about their experiences with Patrick Taylor/Northwestern Mutual:
| 05| | ||
| Were your performance expectations clearly communicated? | 0.0 |
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| Were you recognized for meeting or exceeding expectations? | 0.0 |
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| Did you feel like your personal contribution was important? | 0.0 |
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| Was your career path clearly outlined and discussed? | 0.0 |
| 03| | ||
| I would recommend this as a place of employment. | 0.0 | |
| I believe in the purpose of this organization. | 0.0 | |
| I would work for this organization again. | 0.0 | |
| I feel employees are fairly compensated. | 0.0 |
Climbers who worked at Patrick Taylor/Northwestern Mutual had these interests:
| Books | |
|---|---|
The Conviction To Lead |
25 Principles for leadership that matters. Albert Mohler |
| The Next Generation Leader |
Five essentials for those who will shape the future. Andy Stanley |
| The Million Dollar Financial Services Practice |
A proven system for becoming a top producer, 2nd edition. David J. Mullen, Jr. |
