Financial Services Representative Position

3 days ago


Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

Northwestern Mutual Santa Monica is a top-ranked company in the financial services industry. We are seeking an experienced Financial Representative to join our team.

About the Company

We have a proven track record of financial success and are recognized as one of the 'World's Most Admired' companies by FORTUNE. Our entrepreneurial system provides access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network.

About the Role

The ideal candidate will have a strong background in sales, customer service, and finance. They will be responsible for building and maintaining relationships with clients, providing personalized financial plans, and identifying new business opportunities.

This role offers a unique opportunity for career advancement and earning potential. The estimated annual salary range is approximately $60,000-$200,000, depending on experience and performance.

Key Responsibilities
  • Create customized financial profiles for clients
  • Develop a prospective client base and advertise our financial products
  • Cultivate long-term relationships with clients through excellent service
  • Work directly with clients to provide sound financial advice and recommendations
Requirements
  • Bachelor's degree in finance or a related field preferred but not required
  • Openness to learning about the financial industry and our various products
  • Demonstrates a strong work ethic and integrity with excellent communication and interpersonal skills
About Us

We value our employees and strive to create a positive work environment. We believe in hiring smart people and listening to them.



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