Diego Ramirez
Northwestern Mutual
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
About Diego Ramirez
I am a passionate and driven financial advisor, dedicated to helping individuals and…
Experience
Financial Advisor
Sep 2023 — Present · Dallas-Fort Worth, TX, US
Manage a full sales cycle, from prospecting and lead generation to closing new business—120 potential clients and 75 existing clients.• Conduct outbound outreach via warm calls, emails, and networking to build a strong pipeline.• Provide consultative sales solutions by identifying customer needs and recommending tailored financial products.• Utilize Northwestern Mutual CRM tools to track prospect interactions, ensuring consistent follow-ups and engagement.• Develop long-term client relationships through trust and value-driven conversations, increasing retention and referrals.• Maintain a high level of sales activity, setting 15+ meetings per week and making 40+ dials per day to generate new business opportunities.
Education
Grand Canyon University
Bachelor's of science in exercise science, sports performance
2017 — 2022
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