What are the responsibilities and job description for the Financial Representative position at Northwestern Mutual?
Company Description
Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years through personalized, holistic approaches involving both insurance and investments. Managing over $265 billion in assets and protecting more than $1.8 trillion in life insurance, the company serves over 4.5 million people. Trusted with more than $125 billion of client assets, Northwestern Mutual is committed to providing comprehensive financial services, including insurance, annuities, advisory, and portfolio management. With a focus on diversity and ongoing growth, the company supports a strong financial workforce nationwide and home office professionals in Milwaukee, WI.
Role Description
This is a full-time, on-site role for a Financial Representative located in North Miami Beach, FL. The Financial Representative will engage with clients to assess their financial needs, provide personalized financial planning, and offer insurance, investment, and retirement planning solutions. The representative will also maintain relationships with clients, conduct financial reviews, and stay informed about financial markets and products. Continuous professional development through training and workshops is also expected.
Qualifications
- Skills in Financial Planning and Investments
- Experience with Insurance and Finance
- Knowledge in Retirement Planning
- Strong communication and relationship-building abilities
- Ability to work on-site in North Miami Beach, FL
- Ability to provide comprehensive and customized financial advice
