Financial Representative jobs in United States
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Northwestern Mutual · 1 month ago

Financial Representative

Northwestern Mutual is a well-established financial services company that has been helping clients achieve financial security for over 163 years. As a Financial Representative, you will build lasting relationships with clients, assist them in achieving their financial goals, and enjoy a flexible career with significant earning potential.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Build lasting relationships with clients and help them achieve their financial goals
Provide a variety of custom solutions and services, including life insurance, disability income insurance, and education funding options
Assist clients with retirement planning, estate planning, and business planning

Qualification

Financial managementFinancial services licensingBachelor’s degreeCoaching willingnessCommunity respectCommunication skillsInterpersonal skills

Required

Reside near or willing to commute to our Sugarloaf location
Excellent communication and interpersonal skills
Strong personal financial management acumen
Track record of success in past roles and/or significant personal achievements
Willingness to be coached

Preferred

Bachelor's degree (finance or business preferred but not required)
Strong natural market in Atlanta-area. Well-respected in the community

Benefits

Company-paid sponsorship of financial services licensing: SIE, Series 7, Series 63, State of Georgia Life Accident and Sickness License, and State of Georgia Variable Products
Elite Fortune 100 benefits: Pension plan, company-funded defined contribution plan, vested renewals, Medical + Dental + Vision + Group Life & Disability Insurance, Family Planning, Life Assistance, and more.
Continuous opportunities for advancement through specialization in areas like medical markets, business markets, advanced risk management planning, and retirement distribution planning.
Continuous learning opportunities: three company-funded professional designations such as the Certified Financial Planner (CFP®) administered through the American College of Financial Services after 3 years of service.
The chance to pursue a leadership role. Leadership offers growth opportunities through recruitment, development and retention of fellow representatives, and growing network offices.

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