Apply on Employer Site

Northwestern Mutual · 7 hours ago

Financial Advisor / Business Development - Lake Mary, FL

Lake Mary, FL

Full-time

Onsite

New Grad, Entry Level

$50K/yr - $100K/yr

Northwestern Mutual is a leading financial services company that helps clients achieve their financial goals through personalized planning. The Financial Representative role involves building a client base, educating clients on financial products, and managing client financial plans.

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 NM financial products and market trends

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

Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert 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 optimum advice for your clients’ needs