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Insurance and Investment Professional

2 months ago

Grand Junction, Colorado, United States Northwestern Mutual Full time
About the Role

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Northwestern Mutual. As a Financial Services Representative, you will be responsible for building and maintaining relationships with clients, providing financial planning and investment advice, and helping clients achieve their financial goals.

Key Responsibilities
  • Client Acquisition and Retention: Build a strong network of clients and prospects, and develop strategies to retain and grow existing relationships.
  • Financial Planning and Advice: Provide personalized financial planning and investment advice to clients, helping them achieve their financial goals and objectives.
  • Insurance and Investment Sales: Sell and service insurance and investment products to clients, including life insurance, disability insurance, long-term care insurance, and investment products.
  • Business Development: Identify and pursue new business opportunities, and develop strategies to grow existing business.
Requirements
  • Education: Bachelor's degree or equivalent experience.
  • Experience: 0-2 years of experience in a related field, such as financial services, sales, or marketing.
  • Skills: Strong communication and interpersonal skills, ability to build and maintain relationships, and a strong work ethic.
About Northwestern Mutual

Northwestern Mutual is a leading financial services company that has been helping people achieve their financial goals for over 160 years. We offer a comprehensive range of financial products and services, including life insurance, disability insurance, long-term care insurance, and investment products. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and objectives.