What are the responsibilities and job description for the Financial Representative position at Northwestern Mutual – NYC?
Company Description
Northwestern Mutual, one of the “World’s Most Admired” companies according to FORTUNE® magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services.
Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune’s 500, was named the “World’s Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com.
Job Description
As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on: - Comprehensive Financial Planning - Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Estate Analysis - Retirement Solutions - Business Needs Analysis - Employee & Executive Benefits
Responsibilities: - Offer a personalized approach to providing customized solutions tailored to each client’s long term financial goals and objectives. - Provide needs-based analysis to help ensure the client’s needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments. - Create a referral based practice to build your clientele.
Financial Representative Benefits:
Northwestern Mutual is committed to offering a comprehensive benefit program:
- Top-Ranked Training Program
- Competitive Benefits Package
- Leadership Opportunities
- Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)
- Personalized Mentorship from Top Advisors and Industry Leaders
- Unlimited Earning Potential
Qualifications
Preferred Qualifications: - Bachelor’s degree from a four-year institution or served or is serving in the armed forces. - Strong interpersonal and networking skills - Self-starter and highly motivated - 2 years of client facing experience - History of high achievement demonstrated by rapid growth and consistent, measurable results - Track record of outperforming peers - Ability to develop lasting, meaningful relationships as well as influence others
Additional Information
Northwestern Mutual is annually honored as one of the “World’s Most Admired Companies” in the
life insurance industry according to FORTUNE Magazine’s annual survey. Since 1983, FORTUNE
magazine has surveyed industry executives and analysts 38 times to identify the companies that are
among the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned that
distinction.
Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by Selling
Power Magazine and recognizes as the best company to sell for in the financial services industry.
Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a
Career”.
Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry).
Ranking organizations that excel at training and leadership development, Training magazine ranked
Northwestern Mutual among its “Training Top 125”.
Ranked among the Top 10 independent broker-dealers as measured by total revenues by the
leading investment industry publications: Investment News; Financial Advisor magazine; Financial
Planning magazine; Investment Advisor magazine.
All your information will be kept confidential according to EEO guidelines.