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 client’s 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 American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
- 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
- Make tailored financial plans for each client that suit their evolving needs
- Expand our prospective customer base and market our financial products through referrals
- Assess each client’s financial information to make strategic product, plan, and investment
- 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
- Demonstrates a strong work ethic and integrity with excellent communication and interpersonal skills
- Openness to learning about the financial industry and our various products and offerings
About Northwestern Mutual
Northwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 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 $125 billion of client assets as a part of its wealth management company and investment services.