Financial Representative

1 month ago


Long Beach, California, United States Northwestern Mutual Full time
Overview

As a Financial Representative at Northwestern Mutual, you will play a critical role in helping clients achieve their financial goals through personalized financial planning and expert guidance. With a focus on building strong relationships and delivering exceptional service, you will have the opportunity to make a meaningful impact in the lives of your clients.

Our award-winning training program will equip you with the knowledge and skills necessary to succeed in this role, including industry-leading products and services, as well as access to nationwide mentors and leaders. You will have the opportunity to develop your skills in areas such as:

  • Asset and Income Protection
  • Education Funding
  • Investment and Advisory Services
  • Trust Services
  • Retirement Solutions
  • Business Needs Analysis
Responsibilities

As a Financial Representative, your responsibilities will include:

  • Building a client base through relationship-building and knowledge of Northwestern Mutual financial products and market trends
  • Educating yourself and clients on potential plans through proprietary technology, reporting tools, and illustrations
  • Presenting clients with opportunities to protect and prosper, and driving clients to action through expert perspective and recommendations
  • Taking ownership of development and management of the business, including reviewing and maintaining client financial plans
Why Join Northwestern Mutual

As a Fortune 500 company, we offer a range of benefits and opportunities, including:

  • Performance-based earnings and revenue
  • Additional income structure to support training and early development
  • Renewal income earned for continued client support and policy management
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
  • NM-Funded Retirement Package and Pension Plan
  • Competitive and comprehensive medical, vision, and dental plans
  • Life Insurance and Disability Income Insurance
  • Parental benefits at every stage of family planning
About Us

For over 165 years, Northwestern Mutual has helped clients achieve their financial goals through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives are valued partners and proud business owners, and we strive to create a workplace that reflects our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.



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