What are the responsibilities and job description for the Financial Representative position at Northwestern Mutual?
Job Summary
We are seeking a motivated and detail-oriented Financial Representative to join our dynamic team. In this role, you will be responsible for providing comprehensive financial planning services to clients, helping them achieve their financial goals through effective estate planning, financial analysis, and customer relationship management. You will utilize your expertise in financial concepts and technical accounting to guide clients in making informed decisions regarding their financial futures.
Responsibilities
- Conduct thorough financial assessments to understand clients' needs and objectives.
- Develop tailored financial plans that encompass investment strategies, estate planning, and retirement solutions.
- Perform detailed financial analysis to evaluate potential risks and returns on investments.
- Maintain strong relationships with clients through regular communication and follow-ups.
- Research market trends and financial products to offer the most relevant advice.
- Collaborate with other financial professionals to enhance service offerings and client satisfaction.
- Stay updated on industry regulations and best practices to ensure compliance.
Experience
- Excellent research skills with the ability to analyze complex data effectively.
- Demonstrated customer relationship management skills with a focus on building trust and rapport.
- Familiarity with various financial concepts and products is essential.
Join us as a Financial Representative where you can make a meaningful impact on clients' lives while advancing your career in the finance industry.
Job Type: Full-time
Pay: $70,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Professional development assistance
- Retirement plan
Compensation Package:
- Bonus opportunities
- Commission only
Ability to Relocate:
- Pueblo, CO 81003: Relocate before starting work (Required)
Work Location: Hybrid remote in Pueblo, CO 81003
Salary : $70,000 - $95,000
