Financial Consultant
1 week ago
Job Overview
About the OpportunityWe are seeking a highly motivated and results-driven Financial Representative to join our team at Northwestern Mutual - Greater Madison. This is an exceptional opportunity for individuals who share our passion for empowering people to live their lives by design.
The successful candidate will be part of a dynamic and supportive environment, where we are deeply committed to giving back to the community through partnerships with Alex's Lemonade Stand Foundation and the Carbone Cancer Research Center.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements:
- Education: A bachelor's degree is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, with training and sponsorship available.
Compensation and Benefits:
- Salary: $60,000 - $80,000 per year (estimated). We offer a competitive compensation structure with performance incentives and no ceiling.
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Our office is located at 1600 Aspen Commons, Suite 900 Middleton WI 53562. If you're passionate about helping others achieve financial freedom, we'd love to hear from you.
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