Financial Representative - Pasco County
Northwestern Mutual is a leading financial services company that helps clients achieve financial security through personalized planning. As a Financial Representative, you will build a client base, educate clients on financial products, and manage their financial plans while benefiting from extensive training and resources.
Responsibilities
- Build —Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends
- Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans
- Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations
- Own —Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs
Skills
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in sales, athletics, military, client services, or client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
- Financial concepts: 1 year
Benefits
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Company Overview