What are the responsibilities and job description for the Financial Representative position at Northwestern Mutual?
Overview
We are seeking a motivated and detail-oriented Financial Representative to join our dynamic team. In this role, you will be responsible for providing exceptional financial services to our clients, helping them navigate complex financial concepts and make informed decisions. You will leverage your expertise in financial analysis and sales to build strong relationships and deliver tailored solutions that meet client needs.
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
- Uncapped Income Potential
- Flexibility of your schedule – you determine your own calendar
- Leadership Opportunities
- Sponsorship of Licensing/Credentialing
- Robust development bonuses to aid as you launch your business
- Comprehensive Medical, Dental and Vision Coverage
- Retirement Package; Pension Plan
Responsibilities
- Conduct thorough financial assessments to understand clients' needs and objectives.
- Provide expert advice on various financial products and services, including investment options, insurance, and retirement planning.
- Analyze financial data and market trends to develop strategic recommendations for clients.
- Foster long-term relationships with clients through regular communication and follow-ups.
- Collaborate with internal teams to enhance service delivery and client satisfaction.
- Stay updated on industry trends, regulations, and best practices in financial services.
Skills
- Excellent sales skills with a proven track record in financial sales or related fields.
- Solid mathematical skills for accurate data analysis and reporting.
- Ability to communicate complex financial information clearly to clients.
- Strong interpersonal skills to build rapport with clients and colleagues alike.
- Detail-oriented mindset with a commitment to delivering high-quality service.
ABOUT NORTHWESTERN MUTUAL:
Northwestern Mutual has been helping families and businesses achieve financial security for 165 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.
Recent Awards and Accolades:
- FORTUNE® 500 Rank: No. 112
- One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2024)
- Best Places to Work
- Highest Rated CEO's
- 50 Best Companies for Diversity
- 50 Best Companies to Sell For
- Top 125 Training Program
- Unsurpassed Financial Strength Rating among US Life Insurance Companies
- TOP 5 Independent Broker Dealer
Join us as a Financial Representative where you can make a significant impact on the financial well-being of our clients while advancing your career in the finance industry!
Job Type: Full-time
Pay: $70,000.00 - $200,000.00 per year
Benefits:
- Dental insurance
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Paid training
- Parental leave
- Tuition reimbursement
- Vision insurance
Compensation Package:
- 1099 contract
- Bonus opportunities
- Commission pay
- Signing bonus
Ability to Commute:
- Huntington Beach, CA 92647 (Required)
Ability to Relocate:
- Huntington Beach, CA 92647: Relocate before starting work (Required)
Work Location: In person
Salary : $70,000 - $200,000
