Financial Representative
4 weeks ago
As a Financial Representative at Northwestern Mutual, you will play a key role in helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your primary responsibility will be to build long-term relationships with clients, understanding their unique needs and providing tailored financial solutions.
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.
- Experience: Previous experience in financial services, insurance, or business development is not required. Our team members come from a diverse array of career backgrounds.
- 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).
- 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. Additionally, we offer a first year stipend based on controllable factors, ensuring an income if you put in the work and meet the position's requirements.
- 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.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Our North Denver District fosters an inclusive environment where diverse perspectives fuel creativity and collaboration. We prioritize safety, authenticity, and inclusivity through open communication and ongoing support.
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