Entry-Level Financial Representative
Job description
Launch your career in insurance by applying to join our growing team as a financial representative! We are looking for individuals with customer service skills who are passionate about helping our clients achieve financial security and reach their financial goals. In exchange, we offer an employee-powered work culture that provides you with the training program, support, and freedom you need to succeed in this role. You’ll be part of an entrepreneurial system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. If you’re seeking a flexible full-time position that offers a world of advancement potential, send us your resume today!
Who We Are: Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success.
With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
Compensation:$75,000 - $150,000 yearly
Responsibilities:- Expand our prospective customer base and market our financial products through referrals
- Provide continued excellent service by cultivating long-term relationships with clients and remain in mind should clients have new financial needs
- Stay abreast of any changes in the financial industry that may impact the clients in your portfolio
- Determine each client’s financial status to provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals
- Create customized financial plans for each client based on their evolving financial needs
- Must have the ability to market yourself and network with potential clients
- Excellent interpersonal and communication skills with integrity and a strong work ethic
- Bachelor’s degree in business administration, finance, or other related field is recommended but not required
- Openness to learning about the financial industry and our various products and offerings
About Northwestern Mutual:
Northwestern Mutual has been helping families and businesses achieve financial security for 164 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.
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