Northwestern Mutual · 1 day ago
Financial Representative
Windermere, FL
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual is a leading financial services organization offering various financial solutions. They are seeking a full-time Financial Representative to assist clients in creating long-term financial strategies and provide personalized recommendations to achieve financial security and growth.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Responsibilities
Comprehensive financial planning
Assisting clients in creating long-term financial strategies
Introducing solutions such as insurance, investment, and retirement planning programs
Actively foster trusted relationships with clients
Analyze their financial goals
Provide personalized recommendations to help them achieve financial security and growth
Qualification
Required
Proficiency in Financial Planning and Retirement Planning
Knowledge of Insurance products and related solutions
Understanding of Finance and Investments
Strong communication and interpersonal skills
Ability to build long-term professional relationships with clients
Self-motivated with excellent organizational and time-management abilities
Preferred
Bachelor's degree in business, finance, economics, or a related field is preferred
Relevant licensing and certifications (or willingness to obtain them) are an advantage
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
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-22
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2026-01-17
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