Financial Services Professional
Northwestern Mutual
Boca Raton, FL US
Posted ago
Northwestern Mutual

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

  • Make tailored financial plans for each client that suit their evolving needs
  • Assess each client’s financial information to make strategic product, plan, and investment
  • 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
  • Remain updated about financial industry changes that may affect customers in your portfolio
  • Grow new business by generating a prospective customer base and advertise our financial products via referrals

Qualifications

  • Displays excellent communication and interpersonal skills with a strong work ethic and integrity
  • Eagerness to learn about the financial industry and our various offerings and products
  • Must have the ability to market yourself and network with potential clients
  • Bachelor’s degree in business administration, finance, or other related field is recommended but not required

Compensation
$82,414 at Plan
About Northwestern Mutual

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 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 5 U.S. Independent Investment Broker-Dealer3

2017-2019 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. 

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