What are the responsibilities and job description for the Financial Services Professional position at Northwestern Mutual?
As a Northwestern Mutual Financial Representative, you would become the center of your clients' financial lives while operating in three pillars: Risk Management, Wealth Accumulation, and Wealth Preservation/Distribution. Through honest dialogue with clients, NM Representatives and Advisors provide advice and strategies for financial security through an array of products and services. This career offers flexibility and unlimited earning potential at a company where hard work is valued and rewarded.
We offer extensive training through our award-winning training program that will prepare you for success in the career. Training will cover all aspects of the career, including the financial components so an extensive background in finance is not required.
Preferred Qualifications:
- BA or BS degree from a four year institution
- Strong Interpersonal Skills
- Self-motivated and willing to learn
- Values of Integrity and Honesty
- Demonstrated interest in Business, Finance, or Entrepreneurship
- Prior sales and/or business experience
- Entrepreneurial background
Benefits/Rewards:
- Leadership Opportunities
- Licensing Sponsorship
- Financial support for professional designations and certifications, Series 6 or 7 & 63, boosting your career from Financial Representative to Financial Advisor.
- Comprehensive Medical Coverage
- Retirement Benefits
- Mentorship and Support from Experienced Advisors
- Independence and Flexibility
As a Financial Representative, a typical day may include:
- Meeting with clients and prospective clients to determine strategies that best fit their financial goals
- Developing tailored financial solutions for each client
- Training and coaching from executives in the financial field
- Making calls to prospective clients
- Develop rapport with clients and foster long-term relationships
