Northwestern Mutual · 12 hours ago
Financial Services Representative
Murfreesboro, TN
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual is a leading financial services organization committed to long-term financial security. They are seeking an entrepreneurial minded individual for the role of Financial Services Representative, where you will develop personalized financial plans for clients and maintain strong relationships while contributing to client base growth.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Eric Meriwether
Responsibilities
Work closely with clients to develop personalized financial plans that encompass a range of services, including investments, insurance, and retirement strategies
Meet with clients to assess their financial goals
Provide guidance on financial products
Maintain strong relationships with clients
Actively contribute to growing the client base
Ensure exceptional customer service throughout the process
Qualification
Required
Experience in Finance and expertise in Financial Services to assist clients with informed financial decision-making
Knowledge of Investments and Insurance to provide effective portfolio management and coverage recommendations
Strong Customer Service skills and the ability to build long-term relationships with clients
Excellent communication, analytical, and problem-solving skills
Preferred
Relevant certifications or licenses in the financial industry are a plus
Bachelor's degree in Finance, Business, Economics, or a related field preferred
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
UPSTATE BUSINESS JOURNAL
2025-12-12
Company data provided by crunchbase