Northwestern Mutual Financial Representative

Northwestern Mutual

  • Pensacola, FL
  • Permanent
  • Full-time
  • 2 days ago
  • Apply easily
We are seeking an energetic, eager, and motivated professional to join our team as a financial representative. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. 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. You bring your drive to succeed in this role, and we’ll give you the training, support, and freedom you need to make it happen. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!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:
  • 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
  • Customize financial plans for each client based on their evolving financial needs
  • Remain updated about financial industry changes that may affect customers in your portfolio
  • Develop a prospective customer base and advertise our financial products through referrals
  • Determine each client’s financial status to provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals
  • Build and maintain long-term relationships with clients by providing financial planning services
  • Conduct client meetings to assess their financial needs, goals, and risk tolerance
  • Develop and implement financial plans to help clients achieve their financial objectives
  • Provide investment advice and manage client portfolios to ensure they are aligned with their financial goals and risk tolerance
  • Stay up-to-date with the latest financial trends and developments to provide the best possible advice to clients
  • Collaborate with other professionals, such as attorneys and accountants, to provide holistic financial planning advice
  • Meet regularly with clients to review their financial plans and make adjustments as necessary
  • Generate new business through networking and referrals
Qualifications:
  • Demonstrates a strong work ethic and integrity with excellent communication and interpersonal skills
  • Bachelor’s degree in finance, business administration, or similarly related field is recommended but not required
  • Openness to learning about the financial industry and our various products and offerings
  • Needs to have the ability to market and network with potential clients
About Company:
For over 160 years, we have helped clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give clients the ability to successfully navigate their financial lives.Northwestern Mutual is a Fortune 100 company that specializes in insurance, investment, and financial planning.

Northwestern Mutual