Financial Representative

2 weeks ago

Santa Monica, United States Northwestern Mutual Santa Monica Full time

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 American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need**Compensation**:
$60,000 - $200,000 yearly

**Responsibilities**:

- Maintain long-term relationships with clients to provide continued excellent service and remain in mind should clients have new financial needs
- Grow new business by generating a prospective customer base and advertise our financial products via referrals
- Commit to remaining educated about the financial industry and any changes that may impact your clients
- 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
- Proactively build a clientele base through referrals, networking and targeted outreach

**Qualifications**:

- Excellent interpersonal and communication skills with integrity and a strong work ethic
- Eagerness to learn about the financial industry and our various offerings and products
- Bachelor’s degree in business administration, finance, or similarly related field is recommended but not required
- Should have the ability to market yourself and network with potential clients

You could be right for this opportunity if you have:

- 4-year degree; or equivalent professional work experience
- Enterprising ambitions
- History of success in sales, athletics, military, client services, or client-facing roles
- Excellent time-management skills
- A desire for continuous learning
- Legal authorization to work in the US without sponsorship

**About Company**
Northwestern Mutual Santa Monica is the place to grow your career. No matter where you are on your career journey, we support your growth— whether that’s at the office or with opportunities to make a difference in the community, we want you to feel empowered.

With Northwestern Mutual, you get the benefits of a big company with a progressive culture you might not expect. We are intentional in seeking out new team members who will challenge us to be on the right side of history. We believe in hiring smart people and then listening to them. Northwestern Mutual employees have chosen to work somewhere they can be proud of. We're proud to listen to them and learn from them as we build the future together.

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