What are the responsibilities and job description for the Financial Services Representative position at Northwestern Mutual?
Company Description
Northwestern Mutual has been helping families and businesses experience financial security for over 167 years. With a focus on insurance and investments, we aim to make the most of life today and for the future. Managing significant assets and providing various financial solutions, we are trusted by millions of clients nationwide. We value diversity and believe it strengthens our ability to shape the future of financial security.
Role Description
This is a full-time on-site role for a Financial Services Representative located in Albuquerque, NM. The Financial Services Representative will be responsible for providing financial services, managing investments, offering insurance solutions, and delivering top-notch customer service to clients on a daily basis.
Qualifications
- Finance and Financial Services skills
- Expertise in Investments
- Strong Customer Service capabilities
- Knowledge of Insurance industry
- Excellent communication and interpersonal skills
- Ability to analyze and interpret financial data
- Relevant certifications such as CFP or Series 7 are a plus
