Financial Services Representative

4 days ago


Rockwall, Texas, United States Northwestern Mutual Full time
About the Role

As a Financial Representative with Northwestern Mutual, you will play a critical role in helping clients achieve their financial goals and secure their financial futures.

Key Responsibilities
  • Build Relationships: Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Educate Clients: Provide expert guidance and education to clients on financial products and market trends, helping them make informed decisions.
  • Influence Decisions: Use your expertise to influence clients' decisions, presenting them with tailored financial solutions that meet their needs.
  • Own Your Business: Take ownership of your business, developing and managing your client base, and continuously improving your skills and knowledge.
What You'll Do on a Daily Basis
  • Meet with clients and prospective clients to discuss their financial goals and develop tailored solutions.
  • Develop and present financial plans and recommendations to clients.
  • Stay up-to-date with industry trends and best practices through ongoing training and education.
  • Build and maintain a strong network of contacts and referrals.
Requirements
  • Bachelor's degree from a four-year institution.
  • Strong interpersonal and communication skills.
  • Self-motivated and willing to learn and adapt.
  • Demonstrated interest in business, finance, or entrepreneurship.
  • Prior sales and/or business experience.
Benefits
  • Competitive compensation and bonus structure.
  • Comprehensive benefits package, including health, dental, and vision insurance.
  • Flexible schedule and work-life balance.
  • Opportunities for professional development and growth.


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