Financial Representative jobs in United States
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Northwestern Mutual - The South Florida Group ยท 4 weeks ago

Financial Representative

Northwestern Mutual The South Florida Group has been helping families and businesses across South Florida achieve their financial goals for years. The Financial Sales Representative will be responsible for providing financial advice, selling financial products and services, and building long-term relationships with clients.

Financial Services
Hiring Manager
Brian Reas
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Responsibilities

Providing financial advice
Selling financial products and services
Building long-term relationships with clients
Developing customized financial plans
Communicating regularly with clients
Staying informed about new financial products and market trends

Qualification

Sales skillsFinancial planningCustomer serviceBachelor's degreeCommunication skillsIndependenceTeamwork

Required

Strong Communication and Customer Service skills
Proven Sales skills and ability to build client relationships
Ability to work independently and as part of a team

Preferred

Bachelor's degree in Finance, Business, or a related field

Company

Northwestern Mutual - The South Florida Group

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For years, we've helped families and businesses across South Florida reach their financial goals.

Funding

Current Stage
Late Stage

Leadership Team

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Kristi Holmes
Chief Operating Officer
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Company data provided by crunchbase