Sarah Daly
Financial Representative, Sales & Research Professional | Southern Methodist University | John Jay College | Dowling College
- Role
- Financial Representative at Northwestern Mutual
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Sarah Daly
Energetic professional with 5 years in sales, marketing, research, analytics and business…
Experience
Financial Representative
Mar 2018 — Present · New York, NY, US
Developed customized sales techniques to successfully sell and up sell financial services to new and existing clients- Analyzed financial information obtained from clients to determine strategies for meeting clients\' financial objectives- Reviewed clients\' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision- Evaluated applications and made recommendations to clients- Implemented financial planning recommendations- Monitored risk accounts on a weekly, monthly, quarterly and annual basis.
Education
John Jay College (CUNY)
Bachelor's degree, Forensic Psychology
Dowling College
Master of Business Administration - MBA, Management & Leadership
Southern Methodist University
Undergrad
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