Entry Level Financial Representative
Company: Northwestern Mutual - Stamford CT
Posted on: November 25, 2022
We are seeking an energetic, eager, and motivated professional
to join our team as a financial representative. Our ideal candidate
will be driven by the need to help clients identify and achieve
their financial goals through a variety of planning services.
You'll be part of an entrepreneurial system with access to a broad
portfolio of unmatched products, powerful sales tools, and a large
resource network so you can focus on activities that get results.
You bring your drive to succeed in this role, and we'll give you
the training, support, and freedom you need to make it happen. If
you're dedicated to delivering excellent client service and this
sounds like a good fit, start the application process today!
Who We Are: Recognized by FORTUNE as one of the "World's Most
Admired" companies, Northwestern Mutual has been among the leaders
in the financial services industry for more than 160 years and has
a proven track record of financial success.
With over 50% of American's citing that their financial planning
needs improvement, a career with Northwestern Mutual provides
abundant opportunities to serve this growing need!
Develop a prospective customer base and advertise our financial
products through referrals
Make tailored financial plans for each client that suit their
Maintain long-term relationships with clients to provide continued
excellent service and remain in mind should clients have new
Remain updated about financial industry changes that may affect
customers in your portfolio
Assess each client's financial information to make strategic
product, plan, and investment
Bachelor's degree in finance, business administration, or similarly
related field is recommended but not required
Should have the ability to market yourself and network with
Excellent interpersonal and communication skills with integrity and
a strong work ethic
Openness to learning about the financial industry and our various
products and offerings
About Northwestern Mutual:
Northwestern Mutual has been helping families and businesses
achieve financial security for 164 years. Through a distinctive,
whole-picture planning approach including both insurance and
investments, we empower people to be financially confident. We
combine the expertise of our financial professionals with a
personalized digital experience and leading-edge technology to best
serve our clients.
With $309 billion in assets, $31.1 billion in revenues, and more
than $2 trillion worth of life insurance protection in force,
Northwestern Mutual delivers financial security to more than 4.75
million people who rely on us for life, disability income and
long-term care insurance, annuities, brokerage and advisory
services, trust services, and discretionary portfolio management
solutions. The company holds more than $200 billion of client
assets as a part of its wealth management and investment
Keywords: Northwestern Mutual - Stamford CT, Stamford , Entry Level Financial Representative, Accounting, Auditing , Stamford, Connecticut
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