Financial Services Professional

2 weeks ago


Calabasas, California, United States Wolfe District of Northwestern Mutual Full time
Unlock Your Potential as a Financial Representative

We are seeking a talented Financial Representative to join our team at the Wolfe District of Northwestern Mutual in Calabasas, CA. This is an exciting opportunity to be part of our growth and help shape the future of our district.

As a Financial Representative, you will be responsible for building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Your role will involve:

  • 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.

To succeed in this role, you will need strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. A bachelor's degree is required, and previous experience in financial services or business development is beneficial but not required.

The estimated salary for this position is around $60,000 per year, with competitive compensation and opportunities for advancement. We offer professional development programs, marketing resources, and comprehensive support from a dedicated planning team.

If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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