Sophie Dickson

Financial Representative @Northwestern Mutual

New Haven, CT, US

This role involves engaging with clients to understand their financial goals and create personalized strategies involving insurance, investments, and retirement planning. Building a client base through networking and referrals, while continuously developing professionally through training and licensing. Representatives collaborate with teams of specialists to provide comprehensive financial solutions. The role requires strong communication skills, self-motivation, and the ability to pursue necessary certifications.

Quinnipiac University

Economics

Yarmouth High School

High School Diploma