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Financial Representative (Full Training and Licensing Provided)

Remote · USA Full-time New today

Northwestern Mutual is a leading company in the financial services industry, recognized for its strong track record of financial success. They are seeking a Financial Representative who will help clients achieve their financial goals by developing and implementing personalized financial plans. The role involves building relationships, educating clients on financial options, and managing client financial plans.

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

Skills

  • Strong interpersonal and communication skills
  • Demonstrated history of personal success
  • Ability to thrive in an entrepreneurial environment
  • Value professional interdependence with a world-class company
  • Demonstrated interest in community impact and business
  • Ability to connect with people and build personal, trusted relationships
  • Interest in financial planning
  • Driven person committed to succeeding
  • Ready to earn more for hard work
  • Enjoy helping people make informed, confident decisions
  • Ready to live the life you want, both personally and professionally

Benefits

  • Comprehensive medical insurance
  • Mental Health Benefits
  • Two pension plans
  • Life and disability insurance
  • Health care and dependent care reimbursement accounts
  • Reimbursement for licensing and ongoing education
  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Parental leave
  • Vision insurance

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.
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