Financial Representative jobs in United States
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Northwestern Mutual ยท 2 months ago

Financial Representative

Northwestern Mutual is a financial security company that has been helping families and businesses for over 160 years. The Financial Representative role involves financial planning, insurance sales, retirement planning, and investments to help clients achieve their financial goals.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Financial planning
Insurance sales
Retirement planning
Investments to help clients achieve their financial goals

Qualification

Financial PlanningRetirement PlanningInsurance KnowledgeInvestments ExperienceSeries 7 LicenseSeries 63 LicenseAnalytical SkillsDegreeProblem-Solving SkillsCommunication SkillsInterpersonal Skills

Required

Financial Planning and Retirement Planning skills
Insurance and Finance knowledge
Experience in Investments
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Bachelor's degree in Finance, Business, Economics, or related field

Preferred

Series 7 and 63 licenses

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase