Financial Services Representative Career Opportunity

3 weeks ago


Jackson, Mississippi, United States Fiorito Wealth Management Full time
About Fiorito Wealth Management

We're a rapidly growing organization serving Northwestern Mutual across Greater Jackson to Mississippi's Gulf Coast and everywhere in-between. Our primary focus is on developing new internal leaders and creating opportunities for career growth.

Our District office is conveniently located at 210 Draperton Grove in Ridgeland, MS 39157.

Job Overview

The Financial Representative role at Northwestern Mutual presents an exciting opportunity to shape the financial futures of individuals and businesses through personalized insurance solutions and financial planning. As a valuable member of our team, you'll foster long-term relationships with clients, decipher their unique needs, and devise tailored financial strategies.

Key Responsibilities:

  • Client Engagement: Interact with clients to grasp their financial objectives, concerns, and aspirations.
  • Financial Strategy Development: Create comprehensive financial plans encompassing investments, insurance, and retirement strategies.
  • Insurance Recommendations: Provide expert guidance on insurance strategies to protect clients' assets and income.
  • Ongoing Client Support: Regularly review clients' financial plans and offer updates, adjusting strategies as needed to accommodate changing circumstances.
  • Network Development: Establish and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements:

  • Education: A bachelor's degree in finance, business, or a related field is highly desirable.
  • Experience: Prior experience in financial services, insurance, or business development is advantageous but not obligatory.
  • Skillset: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
  • Certifications: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Remuneration and Perks:

  • Competitive Salary: $65,000 - $85,000 annually based on performance.
  • Professional Growth: Access to ongoing training and development programs, including sponsorship for advanced certifications.
  • Income Potential: Performance-driven incentives with no cap.
  • Support System: Comprehensive support from a dedicated planning team, marketing resources, and seasoned mentors.
  • Work-Life Harmony: Flexibility to craft a schedule that suits your lifestyle and objectives.
  • Impact: Make a lasting impression by guiding individuals and families in your community towards financial stability and success.


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