Financial Services Representative

6 days ago

Riverside, California, United States Northwestern Mutual Full time
Unlock Your Potential as a Client Advisor

Are you a driven individual with a passion for helping others achieve their financial goals? Do you thrive in a fast-paced environment where no two days are ever the same? If so, we want to hear from you

About the Role

As a Client Advisor at Northwestern Mutual, you will play a critical role in helping individuals and families secure their financial future. You will work closely with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals.

Key Responsibilities
  • Engage with clients to understand their financial needs and goals
  • Design and implement tailored financial strategies to safeguard clients' assets, income, and overall financial well-being
  • Cultivate a robust network of clients through referrals, active community involvement, and professional associations
  • Regularly review and update clients' financial plans and insurance policies to reflect any changes in their circumstances or goals
What We Offer

We offer a dynamic and supportive work environment, with opportunities for continuous learning and professional growth. Our comprehensive training program will equip you with the skills and knowledge you need to succeed in this role. You will also have access to a range of benefits, including performance-based incentives and unlimited earning potential.

Requirements

We are seeking candidates with a bachelor's degree in finance, business, or a related discipline. Prior experience in insurance, financial services, or business development is beneficial, but not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships.

Why Join Our Team?

At Northwestern Mutual, we value our employees and offer a range of benefits and perks to support their well-being and success. We are committed to creating a diverse and inclusive work environment, where everyone has the opportunity to thrive.

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