Financial Representative - Full Training & Development jobs in United States
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Northwestern Mutual · 1 month ago

Financial Representative - Full Training & Development

Northwestern Mutual is a Fortune 100 company that has been helping clients navigate their financial lives for over 165 years. They are seeking a Financial Representative to provide comprehensive financial planning and build relationships within the community, offering training and support for personal and professional development.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Responsibilities

Impact - The opportunity to make a tangible difference in your community and the lives of others through your entrepreneurial endeavors, sales, and leadership
Educate - Access to a comprehensive Training and Development program designed to foster your growth as a business owner, with a clear trajectory for leadership roles
Influence – presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
Own - Flexibility and independence to shape your own career path and achieve the work-life balance you desire
Collaborate - A supportive network of like-minded individuals who are dedicated to pushing boundaries and achieving their best every day
Receive personalized coaching and market development resources, along with financial support for professional designations and certifications
Establish impactful networks within the West Chester community and learn how to authentically build referral connections
Develop and maintain long-term client relationships
Provide customized financial strategies and solutions through holistic financial planning
Broaden and deepen your skillset through ongoing professional development and joint work
Design your roadmap to leadership and specialized roles

Qualification

Financial planningSales experienceLeadership skillsEntrepreneurial ambitionsClient relationship managementCommunication skillsTime managementInterpersonal skillsAdaptabilityContinuous learning

Required

4-year degree or equivalent professional work experience
Legal authorization to work in the US without sponsorship
Reliability, integrity, and a commitment to ethical practices
Exceptional communication skills and a natural ability to build strong relationships
A self-driven, goal-oriented mindset with a passion for continuous growth and success as a business owner and leader
A willingness to learn, adapt, and thrive in a dynamic and challenging environment

Preferred

Sales: 3 years
Entrepreneurial ambitions
Experience building meaningful relationships
Interpersonal skills for success in client facing roles
Excellent time-management skills
Desire for continuous learning

Benefits

Dental insurance
Flexible schedule
Health insurance
Life insurance
Parental leave
Professional development assistance
Referral program
Retirement plan
Vision insurance

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