Financial Services Representative

2 weeks ago


Winnetka, California, United States Northwestern Mutual Full time
Financial Representative Role

We are seeking a skilled Financial Representative to join our team at Northwestern Mutual. As a Financial Representative, you will play a key role in helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning.

Key Responsibilities:

  • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
  • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
  • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
  • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
  • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

  • Education: A bachelor's degree (helpful if in a business, finance, or related field but not required).
  • Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
  • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

  • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Competitive compensation structure including performance incentives, with no ceiling and the opportunity to earn a significant stipend in year 1, with unlimited upside potential beyond the stipend.
  • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
  • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
  • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

At Northwestern Mutual, we are committed to helping our clients achieve their financial goals and live their best lives. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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