Financial Representative jobs in United States
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Northwestern Mutual · 11 hours ago

Financial Representative

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. The Financial Representative role involves providing financial planning, insurance advising, retirement planning, and investment services to help clients achieve their financial goals.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Anna Hawkins
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Responsibilities

Financial planning
Insurance advising
Retirement planning
Investment services
Provide tailored solutions
Ongoing support in managing their finances

Qualification

Financial PlanningRetirement PlanningInsurance expertiseFinanceInvestmentsBachelor's degreeAnalytical abilitiesClient relationship managementCommunicationInterpersonal skillsProblem-solving abilities

Required

Financial Planning and Retirement Planning skills
Insurance expertise
Knowledge of Finance and Investments
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
Ability to build and maintain client relationships
Bachelor's degree in Finance, Economics, Business, or related field

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