Northwestern Mutual Financial Representative
Company: Northwestern Mutual
Location: Delray Beach
Posted on: July 28, 2022
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Job Description:
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:
Expand our prospective customer base and market our financial
products through referrals
Stay abreast of any changes in the financial industry that may
impact the clients in your portfolio
Provide continued excellent service by cultivating long-term
relationships with clients and remain in mind should clients have
new financial needs
Assess each client's financial information to make strategic
product, plan, and investment
Create customized financial plans for each client based on their
evolving financial 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:
Excellent interpersonal and communication skills with integrity and
a strong work ethic
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
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 , Northwestern Mutual Financial Representative, Accounting, Auditing , Delray Beach, Florida
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