Financial Representative

DescriptionWe are looking for a financial representative with an entrepreneurial spirit and amazing customer service skills to join our fast-growing business and help our clients achieve their financial goals. You'll help new customers navigate the financial process and help identify the right products that meet their needs. You'll be part of an entrepreneurial system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. To do your best work, our team gives you the training, support, and freedom you need to succeed in this role. If the thought of coming to work every day and making a positive impact on our client's lives motivates you, we'd love to get in touch. Who We Are: Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success. With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!Responsibilities•Proactively build a clientele base through referrals, networking and targeted outreach•Grow new business by generating a prospective customer base and advertise our financial products via referrals•Cultivate and maintain long-term relationships with clients to continue to provide excellent customer service and remain top of mind should new financial needs arise•Make tailored financial plans for each client that suit their evolving needs•Assess each client's financial information to make strategic product, plan, and investment•Stay abreast of any changes in the financial industry that may impact the clients in your portfolioQualificationsYou could be right for this opportunity if you have:•4-year degree; or equivalent professional work experience•Enterprising ambitions•History of success in sales, athletics, military, client services, or client-facing roles•Excellent time-management skills•A desire for continuous learning•Legal authorization to work in the US without sponsorship•Excellent interpersonal and communication skills with integrity and a strong work ethic•Openness to learning about the financial industry and our various products and offerings•Bachelor's degree in business administration, finance, or other related field is recommended but not required•Must have the ability to market yourself and network with potential clients

Created: 2025-01-31