Senior Financial Consultant
4 weeks ago
As a Financial Representative at Northwestern Mutual - Frederick, you will play a crucial role in helping clients achieve their financial goals. Your primary responsibility will be to identify, seek out, and generate prospects continuously using various marketing tools and create strong relationships with new clients as their trusted advisor.
You will employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals. Your task will be to develop and implement tailored financial plans using our array of services while considering each client's financial needs and life circumstances.
Key Responsibilities:
- Identify and generate prospects using social media or other marketing tools
- Employ a research-based approach to providing financial advice and strategies
- Develop and implement tailored financial plans
- Provide financial recommendations to clients for savings plans, life insurance policies, mutual fund investments, and other financial products
Requirements:
- Uncompromising integrity and effective communication skills
- Ability to effectively network to identify potential new clients
- Effective relationship management skills
We offer a comprehensive compensation package, including a commission structure to support early development, renewable income, bonus programs, and expense allowances. Our Financial Representatives are valued partners, and we strive to create an inclusive and belonging environment where everyone's different viewpoints bring new successes.
Join us at Northwestern Mutual - Frederick and be part of a team that helps clients live more and worry less through comprehensive and innovative financial planning. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping clients consistently on track to meet goal after goal.
We lead with unmatched financial strength and access to the best products and services for clients. Our Financial Representatives are equipped with industry-leading training, mentors, and products to help them succeed in their careers.
At Northwestern Mutual - Frederick, we value an inclusive and belonging environment where everyone's different viewpoints bring new successes. We are committed to helping our clients achieve their financial goals and live more and worry less.
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