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Entry Level Financial Representative

Company: Northwestern Mutual - Stamford CT
Location: Stamford
Posted on: November 25, 2022

Job Description:

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 evolving needs
Maintain long-term relationships with clients to provide continued excellent service and remain in mind should clients have new financial needs
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 potential clients
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 Company:
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 services.

Keywords: Northwestern Mutual - Stamford CT, Stamford , Entry Level Financial Representative, Accounting, Auditing , Stamford, Connecticut

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