Financial Representative jobs in United States
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Northwestern Mutual · 21 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
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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

Financial PlanningSales ExperienceClient Relationship BuildingTime ManagementContinuous LearningEntrepreneurial AmbitionsInterpersonal Skills

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

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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