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Financial Services Professional

2 months ago


Frederick, Maryland, United States Northwestern Mutual -Frederick Full time
Job Opportunity

Financial Services Professional

We are seeking a highly motivated and ambitious individual to join our team as a Financial Services Professional at Northwestern Mutual - Frederick. As a Financial Services Professional, you will have the opportunity to work with clients to help them achieve their financial goals and live a more secure and prosperous life.

Key Responsibilities

  • Client Acquisition
    • Identify and pursue new business opportunities through networking and marketing efforts
    • Develop and maintain relationships with existing clients to ensure their ongoing financial needs are met
  • Financial Planning
    • Conduct thorough financial analyses to determine clients' financial status, goals, and risk tolerance
    • Develop and implement tailored financial plans using a range of services, including life insurance, savings plans, mutual funds, and other financial products
  • Marketing and Business Development
    • Utilize marketing and social media tools to identify, pursue, and secure new clients
    • Develop and implement strategies to grow business and increase revenue

Requirements

  • Education and Experience
    • 4-year degree or equivalent professional work experience
  • Skills and Abilities
    • Effective relationship management skills
    • Uncompromising integrity and ability to effectively communicate complex programs and ideas
    • Ability to successfully network to prospect new potential clients

About Us

Northwestern Mutual has been a leader in the financial services industry for nearly 165 years, with a proven track record of financial success. We are committed to helping our clients achieve their financial goals and live a more secure and prosperous life.

Why Join Us

  • Compensation and Benefits
    • Competitive compensation package, including a base salary and commission structure
    • Renewable income and bonus programs
    • Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
    • Retirement package and pension plan
    • Medical, dental, vision, life insurance, and disability income insurance
  • Professional Development
    • Ongoing training and development opportunities to enhance your skills and knowledge
    • Access to industry-leading products and services