Financial Services Representative

18 hours ago


Denver, Colorado, United States Northwestern Mutual - North Denver Full time

About the Role:

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  • Engage with clients to understand their comprehensive financial needs and provide personalized guidance to help them achieve their financial protection and planning goals.
  • Design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security.
  • Cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Key Responsibilities:

  • Review and update clients' financial plans and insurance policies to reflect any changes in their circumstances or goals.
  • Provide expert advice on financial products and services to help clients achieve their goals.
  • Develop and maintain strong relationships with clients to ensure their ongoing satisfaction and loyalty.

Requirements:

  • Excellent interpersonal and communication skills.
  • Strong analytical skills and ability to build lasting client relationships.
  • Possess uncapped earnings potential with a lucrative compensation structure including performance-based incentives.

Benefits:

  • Continuous access to training and development programs.
  • Sponsorship for advanced certifications to enhance expertise.
  • Extensive support from a dedicated planning team and marketing resources.
  • Flexibility to design a work schedule that aligns with personal and professional goals.

About Northwestern Mutual - North Denver:

  • A top-performing Network office for women and diverse advisors (awarded July 2023).
  • A mission to financially empower communities to change the world.
  • An inclusive environment where diverse perspectives fuel creativity and collaboration.

Salary Information:

  • Ranging from $100,000 to $150,000 per year.
  • Top first-year earners can exceed $300,000.


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