Financial Representative jobs in United States
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Northwestern Mutual ยท 1 day ago

Financial Representative

Northwestern Mutual is a Fortune 100 company specializing in financial planning and services. They are seeking a Financial Representative to make a tangible difference in the community through entrepreneurial endeavors and sales, while providing customized financial strategies and solutions.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Make a tangible difference in your community and the lives of others through your entrepreneurial endeavors, sales, and leadership
Access a comprehensive Training and Development program designed to foster your growth as a business owner, with a clear trajectory for leadership roles
Present clients with opportunities to protect and prosper, driving clients to action through honest influence and recommendations
Enjoy flexibility and independence to shape your own career path and achieve the work-life balance you desire
Be part of a supportive network of like-minded individuals dedicated to pushing boundaries and achieving their best every day
Receive personalized coaching and market development resources, along with financial support for professional designations and certifications
Establish impactful networks within the West Chester community and learn how to authentically build referral connections
Develop and maintain long-term client relationships
Provide customized financial strategies and solutions through holistic financial planning
Broaden and deepen your skillset through ongoing professional development and joint work
Design your roadmap to leadership and specialized roles

Qualification

Sales experienceFinancial planningProfessional designationsClient relationship managementCommunication skillsGoal-oriented mindsetAdaptability

Required

At least 3-5 years of professional work experience
A proven history of success, demonstrated by increased responsibility or achievements in previous roles
Reliability, integrity, and a commitment to ethical practices
Exceptional communication skills and a natural ability to build strong relationships
A self-driven, goal-oriented mindset with a passion for continuous growth and success as a business owner and leader
A willingness to learn, adapt, and thrive in a dynamic and challenging environment

Preferred

Sales experience preferred

Benefits

Medical
Dental
Vision
Life insurance
Disability income insurance
Retirement plans

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