Northwestern Mutual · 6 hours ago
Financial Representative
Northwestern Mutual is a leading financial services company, and they are seeking Financial Representatives to help clients with personalized financial planning. The role involves building a clientele, educating clients on financial options, and managing client financial plans.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Build —Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends
Educate— Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
Own— Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. You are in business for yourself but not by yourself!
Qualification
Required
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
Experience building meaningful relationships
Interpersonal skills for success in client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship
Must be located in greater Northern Colorado / Wyoming areas or already planning to move here imminently
Preferred
Prior sales and/or business experience preferred
Benefits
401(k)
Dental insurance
Flexible schedule
Health insurance
Life insurance
Vision insurance
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Funding
Current Stage
Late StageRecent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
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2026-01-17
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