Financial Representative

3 weeks ago


Spokane, United States Northwestern Mutual Full time

The Northwestern Mutual Financial Network offers a personalized approach to uncovering financial solutions tailored to each client’s individual needs. Financial representatives with the Northwestern Mutual Financial Network provide expert guidance and innovative solutions to help meet a client’s financial goals and objectives at every life stage. We offer exclusive access to insurance products from a top-rated company, The Northwestern Mutual, as well as an array of quality financial products and services available through the company’s subsidiaries and affiliates.


Duties and Responsibilities:

Financial Representatives execute our sales process with prospective and existing clients, which include: Prospecting, Telephoning, Approach, Fact-finding, Closing and Follow Through. In addition to the sales process, Financial Representatives analyze a client’s personal financial goals and create a written analysis. In conjunction with the analysis the Representative provides specific recommendations as to which products would appropriately suit the clients expressed need within his/her budgetary constraints.


What we have to offer:

  • A comprehensive initial and ongoing training program
  • A fast paced values driven environment
  • Financial rewards for your work
  • Paid Licensing (Securities and Insurance)
  • Individualized Mentorship Program Business coaching
  • Exclusive access to quality products
  • An opportunity to participate in a Leadership Development Program


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