Northwestern Mutual is a FORTUNE 500® company dedicated to helping individuals and families achieve financial security through personalized planning and guidance. As a Financial Representative, you will engage with clients to understand their financial goals and develop tailored insurance solutions and financial plans to meet their needs.
Responsibilities
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations
Skills
- Education: A bachelor's degree is preferred
- Experience: Previous experience in financial services, insurance, or business development is beneficial but not required
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients
- Licenses: Obtain the required licenses, including Series 6, Series 63, and applicable state insurance licenses (training and sponsorship provided). Licensing costs may be eligible for reimbursement in accordance with company policy
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
- Flexible work from home options available.
- Licensing costs may be eligible for reimbursement in accordance with company policy.
Company Overview
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is https://www.northwesternmutual.com.