Ryan Johnson

Experience

• 

  Northwestern Mutual

  Mar 2020 - Oct 2020

  Financial Representative

  In my role at Northwestern Mutual, I had the amazing opportunity to help educate others on the importance of establishing financial security. Leaving someone better than you found them was one the greatest satisfactions in the business. This internship helped me grow both personally and professionally by pushing me out of my comfort zone on a daily basis.Licenses/Products Sold:- Licensed to sell Life Insurance (term & permanent)- Licensed to sell Accident & Health Insurance (Disability Income Insurance)- Licensed to sell Long-Term Care Insurance- Licensed to sell annuities (fixed, immediate, & deferred)-Completed FINRA SIE Exam-Completed Series 6 ExamSkills & Experiences Acquired:- Developed the ability to recommend financial solutions to prospects at every stage in life- Recommended different vehicles to fund goals at different time horizons- Participated in joint work with experts in the financial services industry- Lead generation- Prospecting- Maintaining CRM records- Holding client presentations- Telephoning (cold calling, warm leads, & hot leads)- Employing various sales strategies based on personality type- Goal-setting (focused on things we could control - daily & weekly)- Accountability (multiple meetings with team leaders)- Sales Funnels (10-3-1 system)- Networking with Estate Planning Attorneys, CPA’s, & other professionals to develop a mutually beneficial relationship- Weekly lunch with leaders from all over the country - experts from the company educated the interns on various topics within the financial services industry (including mindset and mental toughness).- Weekly mentor meetings to discuss strategy, presentation, and sales skills- Outside research on various niches within the industry by reading books, white papers, and taking a financial professional course- Took in-company courses/exams to further product knowledge Show less

• 

  Northwestern Mutual

  Mar 2021 - Aug 2021

  Financial Representative
• 

  Fiserv

  Aug 2021 - now

  Pricing Investment Proposals for Fiserv's Premier & DNA Cores

  • Senior Pricing Manager

    Apr 2025 - now

  • Pricing Manager

    Jan 2024 - Apr 2025

  • Senior Pricing Analyst

    Apr 2023 - Jan 2024

  • Pricing Analyst

    Aug 2021 - Apr 2023