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Northwestern Mutual · 5 months ago

Financial Representative

College Station, TX

Full-time

Onsite

New Grad, Entry Level

Northwestern Mutual is a leading financial services company committed to helping clients achieve their financial goals. As a Financial Representative, you will provide financial advice, develop client relationships, and maintain financial plans to ensure client security and satisfaction.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with client’s needs and goals

Develop rapport with clients and foster long-term relationships

Be knowledgeable about Northwestern Mutual financial products and financial market trends

Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis

Provide dedicated and focused client experiences

Qualification

Financial adviceClient relationship managementFinancial products knowledgeMarket trends awarenessWork/life balanceMentorshipTeamwork

Required

Understanding of clients' goals and visions to uncover financial solutions

Ability to help clients achieve and maintain financial security by providing financial advice

Skill in developing rapport with clients and fostering long-term relationships

Knowledgeable about Northwestern Mutual financial products and financial market trends

Ability to build and maintain client bases and keep current client financial plans up-to-date

Capability to build a portfolio of new clients on an ongoing basis

Provide dedicated and focused client experiences

Preferred

Access to a high-quality training program

Mentorship and professional development training

Financial support for professional designations and certifications, Series 6 & 63

Opportunity to design a roadmap to leadership and specialized roles

Experience in a culture that promotes diversity, teamwork, work/life balance, recognition, and rewards

Benefits

A high-quality training program to help you get started.

Mentorship and professional development training throughout your entire career.

Financial support for professional designations and certifications, Series 6 & 63, boosting your career from Financial Representative to Financial Advisor.

The opportunity to design your roadmap to leadership and specialized roles.

A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.

A rewarding career, with extraordinary income potential and a variable compensation model including recognition and bonuses, where hard work directly relates to your sales results.