Financial Representative (Training Provided) jobs in United States
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Northwestern Mutual ยท 1 day ago

Financial Representative (Training Provided)

Northwestern Mutual is seeking Financial Advisors to join their West Hartford, CT office, providing an exciting opportunity for individuals starting a career in financial services. The role involves prospecting for clients, maintaining ongoing relationships, and offering a diverse portfolio of financial products and services including financial planning and wealth management.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Business Development: establishing relationships with new clients through leads, referrals, and calls
Meeting with clients to discuss financial planning, including investment management and insurance
Coordinating with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals
Day-to-day client relationship management and financial advisory

Qualification

Client relationship managementFinancial planningSales experienceCommunication skillsInterest in financial services

Required

Bachelor's degree or equivalent work experience
Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.)
Excellent communication and interpersonal skills
Interest in the Financial Services sector

Benefits

Medical
Dental
Vision
Pension plan

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