Financial Representative (Training & Mentorship Provided)
Northwestern Mutual is a company that has been helping clients with financial planning for over 160 years. They are seeking Financial Representatives to build client relationships and develop tailored financial plans with comprehensive support and training.
Responsibilities
- Conduct comprehensive financial analysis to develop tailored financial plans for clients
- Provide guidance on investment management, insurances for protection, and financial strategies
- Build and maintain strong client relationships through effective communication and customer service
- Stay updated on financial regulations and compliance
- Collaborate with team members to enhance financial services and achieve sales targets
- Utilize financial software for portfolio management and reporting
Skills
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in sales, athletics, military, client services, or client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
- Ability to Commute: Lincoln, NE 68516
- Associate
Benefits
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Company Overview