Northwestern Mutual Southern Wisconsin · 2 weeks ago
Financial Representative
Northwestern Mutual is a leading financial services company dedicated to helping clients achieve financial security through personalized financial planning. The Financial Representative role involves developing and implementing financial plans for clients while providing support and mentorship as they grow in their careers.
Responsibilities
Help clients reach their goals by developing and implementing financial plans
Provide the financial tools and support to help clients get there
Connect with people, building personal, trusted relationships
Help people make more informed, confident decisions
Qualification
Required
Ability to connect with people and build personal, trusted relationships
Interest in financial planning
Driven person committed to succeeding
Willingness to earn more for hard work
Enjoy helping people make informed, confident decisions
Ready 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
Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education
401(k)
Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Health savings account
Life insurance
Parental leave
Professional development assistance
Referral program
Retirement plan
Tuition reimbursement
Vision insurance
Company
Northwestern Mutual Southern Wisconsin
Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years.
Funding
Current Stage
Growth StageCompany data provided by crunchbase