Financial Representative

Company: Northwestern Mutual
Location: Delray Beach
Posted on: January 7, 2022

Job Description:

Launch your career in insurance by applying to join our growing team as a financial representative! We are looking for individuals with customer service skills who are passionate about helping our clients achieve financial security and reach their financial goals. In exchange, we offer an employee-powered work culture that provides you with the training program, support, and freedom you need to succeed in this role. 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. If you're seeking a flexible full-time position that offers a world of advancement potential, send us your resume 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:

Maintain long-term relationships with clients to provide continued excellent service and remain in mind should clients have new financial needs
Develop a prospective customer base and advertise our financial products through referrals
Remain updated about financial industry changes that may affect customers in your portfolio
Work directly with clients to compile financial profiles that allow you to provide sound financial advice and strategic product, plan, and investment recommendations
Make tailored financial plans for each client that suit their evolving needs
--- Prospecting for clients on a referral basis
--- Fact gathering and planning analyses to arrive at client-centric financial solutions
--- Developing and maintaining long-term relationships with clients

Qualifications:

Must have the ability to market yourself and network with potential clients
Eagerness to learn about the financial industry and our various offerings and products
Demonstrates a strong work ethic and integrity with excellent communication and interpersonal skills
Bachelor's degree in business administration, finance, or other related field is recommended but not required
--- Interpersonal and customer service-centric
--- Market development and networking abilities
--- Presentation and organization capabilities
--- Strong work ethic and integrity

About Company:
The Northwestern Mutual Difference:

We make plans for people, not just money. So no matter your goals, we have access to top-rated products and services to help you meet each one.

Best Life Insurance Company ranked by NerdWallet, April 2019 1Highest financial strength ratings of any life insurer from all four major rating agencies2Top 5 U.S. Independent Investment Broker-Dealer32017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

A.M. Best Company, A++ (highest), 04/20; Fitch Ratings, AAA (highest), 08/20; Moody's Investors Service, Aaa (highest), 07/20; S&P Global Ratings, AA+ (second highest), 06/20. Ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

Measured by 2019 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor Magazine and Investment News, May 2020.

Keywords: Northwestern Mutual, Delray Beach , Financial Representative, Accounting, Auditing , Delray Beach, Florida