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

Financial Representative - Career Changer

Northwestern Mutual is a leading financial services company committed to helping clients achieve their financial goals. The role of Financial Representative involves developing and implementing financial plans for clients, providing support and tools to help them succeed in their financial journey.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Help clients reach their goals by developing and implementing financial plans
Provide financial tools and support to help clients succeed
Receive in-depth training and partner with industry experts until ready to work independently
Build personal, trusted relationships with clients
Help people make informed, confident financial decisions

Qualification

Financial planningInterpersonal skillsSales experienceBusiness developmentGritMotivationSelf-starter

Required

Ability to positively impact someone else's life
Personalized mentoring and award-winning training
Backing by Northwestern Mutual, an industry leader with a proven track record of success
Ability to connect with people, building personal, trusted relationships
Interest in financial planning
Driven person who's committed to succeeding
Readiness to earn more for hard work
Enjoy helping people make more informed, confident decisions
Readiness to live the life you want, both personally and professionally
Bachelor of Arts or Science degree from a four-year college or university

Preferred

Strong interpersonal skills
Grit
Motivation
Self-starter

Benefits

Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
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