Financial Representative jobs in United States
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Northwestern Mutual ยท 4 days ago

Financial Representative

Northwestern Mutual is a leading financial services firm seeking new Financial Advisors in the Orange County area. The role involves building long-lasting relationships and providing financial guidance to clients to help them achieve their financial goals and objectives.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Kimberly Ejan
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Responsibilities

Build long-lasting relationships with clients
Offer guidance in the field of finance
Provide solutions to help clients meet their financial goals and objectives
Create your own financial practice
Receive support from financial specialists and mentoring opportunities
Provide guidance on Comprehensive Financial Planning
Assist with Asset & Income Protection
Support Education Funding
Offer Investment & Advisory Services
Facilitate Trust Services
Provide Retirement Solutions
Address Business Needs - Employee & Executive Benefits

Qualification

Financial PlanningSales ExperienceBusiness DevelopmentLicensing/CredentialingInterpersonal SkillsSelf-Motivated

Preferred

A bachelor's degree from a four-year institution (required)
2 to 5 years minimum of business development or sales experience
Have strong interpersonal skills
Be self-motivated

Benefits

Unlimited Income Potential
Leadership Opportunities
Sponsorship of Licensing/Credentialing (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)
Development Stipends
Expense Allowance
Comprehensive Medical Coverage
Retirement
Flex Programs
Maternity Leave
Group Life and Accidental Death Benefit
Disability Income 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