Transitioning and Veteran Military Opportunity- Financial Representative
Northwestern Mutual is a leading company in financial planning, seeking Financial Representatives to help clients manage their financial lives. The role involves building a client base, educating clients on financial products, and managing client financial plans while benefiting from comprehensive training and mentorship.
Responsibilities
- Build—Call on, meet with, and evaluate the needs of personal and professional networks to build a client base. Begin to develop knowledge of NM financial products and market trends
- Educate—Educate yourself through training, sponsored licensing and registration, and ongoing development delivered by your team. Use assistive software, reporting tools, and illustrations to educate clients on potential plans
- Influence—Utilize the proven methods and advanced processes to present clients with the opportunity to protect and prosper, and serve clients best with 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
- Military members and veterans possess attributes such as standard of ethics, dedication, loyalty, strong work principles, and proven leadership abilities
- Ability to build a client base by calling on, meeting with, and evaluating the needs of personal and professional networks
- Knowledge of NM financial products and market trends
- Ability to educate oneself through training, sponsored licensing and registration, and ongoing development
- Use of assistive software, reporting tools, and illustrations to educate clients on potential plans
- Utilization of proven methods and advanced processes to present clients with opportunities
- Ownership of development and management of the business
- Review and maintenance of client financial plans to provide optimum advice
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of personal and professional success
- Commitment to a respected and ethical team
- Desire and appreciation for professional development
Benefits
- Dental insurance
- Employee discount
- Financial planning services
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Matching gift program
- Paid training
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Company Overview