Financial Services Sales jobs in United States
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Northwestern Mutual ยท 1 month ago

Financial Services Sales

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. The role involves building and nurturing client relationships, developing personalized financial plans, and providing ongoing financial advice while collaborating with team members to enhance client experience.

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Responsibilities

Engage in building and nurturing client relationships
Develop personalized financial plans
Provide ongoing financial advice
Learning and mastering financial planning tools
Lead generation through networking and prospecting
Collaborating with team members to enhance client experience

Qualification

Sales experienceClient managementFinancial planning toolsInterpersonal skillsEntrepreneurial ambitionsPassion for helping clientsTeam collaboration

Required

4-year degree or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Legal authorization to work in the US without sponsorship
Strong interpersonal and relationship-building skills
Sales and client management experience is a plus
Ability to work independently and as part of a collaborative team
Passion for helping clients achieve financial security

Benefits

Health, vision, and dental insurance
Company-funded retirement package
Group life insurance and disability income insurance
Sponsorship and payment for insurance licensing, SIE, Series 7, Series 63, CFP (not a prerequisite for hiring)

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