Financial Representative

4 weeks ago

Santa Monica, United States Northwestern Mutual Santa Monica Full time
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

Responsibilities

• Proactively build a clientele base through referrals, networking and targeted outreach
• Create customized financial plans for each client based on their evolving financial needs
• Develop a prospective customer base and advertise 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
• Determine each client's financial status to provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals
• Remain updated about financial industry changes that may affect customers in your portfolio

Qualifications

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
• Needs to have the ability to market and network with potential clients
• Eagerness to learn about the financial industry and our various offerings and products
• Demonstrates a strong work ethic and integrity with excellent communication and interpersonal skills
• Bachelor's degree in business administration, finance, or other related field is recommended but not required

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