Financial Services Professional

3 days ago


Santa Monica, California, United States Northwestern Mutual Santa Monica Full time

Company Overview

Northwestern Mutual, a recognized leader in the financial services industry for over 160 years, offers a unique opportunity to launch your career as a Financial Representative. With a proven track record of financial success and a reputation for excellence, our company provides an ideal environment for individuals who are passionate about helping clients achieve financial security and reach their goals.

About the Role

This exciting role involves building a clientele base through referrals, networking, and targeted outreach. You will remain updated on financial industry changes that may affect customers in your portfolio, making tailored financial plans for each client that suit their evolving needs. Your goal is to grow new business by generating a prospective customer base and advertising our financial products via referrals.

Key Responsibilities

  • Proactively build a clientele base through referrals, networking, and targeted outreach.
  • Remain updated about financial industry changes that may affect customers in your portfolio.
  • Make tailored financial plans for each client that suit their evolving needs.
  • Cultivate and maintain long-term relationships with clients to continue to provide excellent customer service and remain top of mind should new financial needs arise.
  • Assess each client's financial information to make strategic product, plan, and investment recommendations.

Qualifications

  • 4-year degree or equivalent professional work experience.
  • Enterprising ambitions and a history of success in sales, athletics, military, client services, or client-facing roles.
  • Excellent time-management skills and a desire for continuous learning.
  • Legal authorization to work in the US without sponsorship.
  • Bachelor's degree in finance, business administration, or similarly related field is recommended but not required.
  • Eagerness to learn about the financial industry and our various offerings and products.
  • Excellent interpersonal and communication skills with integrity and a strong work ethic.
  • Able to market yourself and network with potential clients.

About the Compensation

The estimated salary for this role is around $60,000 per year, depending on your location and level of experience. Our compensation package includes a competitive base salary, commission-based bonuses, and opportunities for advancement.



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