Entry-Level Financial Representative
Northwestern Mutual - Stamford CT
Stamford, CT US
Posted ago
Northwestern Mutual - Stamford CT

We are looking for a financial representative with an entrepreneurial spirit and amazing customer service skills to join our fast-growing business and help our clients achieve their financial goals. You’ll help new customers navigate the financial process and help identify the right products that meet their needs. 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. To do your best work, our team gives you the training, support, and freedom you need to succeed in this role. If the thought of coming to work every day and making a positive impact on our clients’ lives motivates you, we’d love to get in touch.

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 Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!

  • Maintain long-term relationships with clients to provide continued excellent service and remain in mind should clients have new financial needs
  • Customize financial plans for each client based on their evolving financial needs
  • Assess each client’s financial information to make strategic product, plan, and investment
  • 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
  • Must have the ability to market yourself and network with potential clients
  • Displays excellent communication and interpersonal skills with a strong work ethic and integrity
  • Bachelor’s degree in business administration, finance, or other related field is recommended but not required
  • Eagerness to learn about the financial industry and our various offerings and products
$75,000 - $150,000 yearly
About Northwestern Mutual - Stamford CT

About Northwestern Mutual:

Northwestern Mutual has been helping families and businesses achieve financial security for 164 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.

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