What are the responsibilities and job description for the Full-time Financial Planner position at Northwestern Mutual?
About the Role
As a Financial Representative at Northwestern Mutual, you will play a vital role in helping clients achieve their financial goals. This is a full-time position that requires strong relationship-building skills and a passion for delivering exceptional customer service.
Job Responsibilities
Your primary responsibility will be to acquire and retain clients, providing them with personalized financial solutions and recommendations. You will work closely with our team of experts to develop customized plans that address each client's unique needs and goals.
Some of your key responsibilities will include:
- BUILDING RELATIONSHIPS: Establishing and maintaining strong relationships with existing and prospective clients
- EDUCATING CLIENTS: Providing expert advice and guidance on a range of financial products and services
- REVIEWING AND MAINTAINING CLIENT PLANS: Continuously reviewing and refining client plans to ensure they remain aligned with their evolving needs and goals
Benefits
We offer a comprehensive benefits package that includes:
- A competitive salary and performance-based earnings potential
- A nationwide network of mentors and leaders for ongoing support and guidance
- Access to industry-leading training and development programs
- A NM-Funded Retirement Package and Pension Plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
