Financial Services Professional
3 weeks ago
As a Financial Representative at Northwestern Mutual, you'll have the opportunity to help your clients achieve their financial goals and live more worry-free. With our personalized approach to financial planning, you'll spend your days acquiring new clients and finding innovative financial solutions using our industry-leading training, mentors, and products.
Our Award-Winning Training Program
Our comprehensive training program will equip you with the knowledge and skills you need to succeed in this career. You'll gain access to nationwide mentors and leaders, as well as resources to help you develop your financial expertise, including:
- Personal Planning Analysis
- Asset & Income Protection
- Education Funding
- Investment & Advisory Services
- Trust Services
- Retirement Solutions
- Business Needs Analysis
Qualifications
To be successful in this role, you'll need:
- A Bachelor's Degree (BA or BS), or equivalent work experience
- 1 – 2 Years sales experience
- Legal authorization to work in the US without sponsorship
Benefits
As a Financial Representative, you'll enjoy a range of benefits, including:
- A commission structure to support your early development
- Renewable income
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
- A retirement package and pension plan
- Medical, dental, vision, life insurance, and disability income insurance
- Family planning benefits
Skills Required
To succeed in this role, you'll need:
- The ability to build new relationships and rapport with prospective clients
- Productivity in a collaborative environment
- A desire for continuous learning
- An entrepreneurial spirit
- A history of success in sales, athletics, military, client services, financial services, business development, hospitality, banking, real estate, or client-facing roles
- Proficient oral and written communication skills
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