Northwestern Mutual Financial Representative

Company: Northwestern Mutual
Location: Delray Beach
Posted on: July 28, 2022

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