Financial Representative (Training & Mentorship Provided)
Northwestern Mutual is a company that has been helping clients with financial planning for over 160 years. They are seeking Financial Representatives to build client relationships and develop tailored financial plans with comprehensive support and training.ResponsibilitiesConduct comprehensive financial analysis to develop tailored financial plans for clientsProvide guidance on investment management, insurances for protection, and financial strategiesBuild and maintain strong client relationships through effective communication and customer serviceStay updated on financial regulations and complianceCollaborate with team members to enhance financial services and achieve sales targetsUtilize financial software for portfolio management and reportingSkills4-year degree; or equivalent professional work experienceEntrepreneurial ambitionsHistory of success in sales, athletics, military, client services, or client-facing rolesExcellent time-management skillsDesire for continuous learningLegal authorization to work in the US without sponsorshipAbility to Commute: Lincoln, NE 68516AssociateBenefitsDental insuranceFlexible scheduleHealth insuranceLife insuranceRetirement planVision insuranceCompany OverviewNorthwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is https://www.northwesternmutual.com.