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Northwestern Mutual · 1 month ago

Financial Representative (Training Provided)

Greater Phoenix Area

Full-time

Onsite

New Grad, Entry Level

$60K/yr - $250K/yr

Northwestern Mutual is a Fortune 500 company dedicated to helping clients achieve their financial goals through personalized financial planning. As a Financial Representative, you will build a client base, educate clients on financial solutions, and take ownership of your business development while receiving comprehensive training and mentorship.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

No H1B

Responsibilities

Build —Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends

Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans

Influence — Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations

Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs

Qualification

Financial PlanningClient Relationship ManagementInvestment Advisory ServicesEntrepreneurial AmbitionsTime ManagementCommunication SkillsCritical ThinkingContinuous Learning