Financial Representative - Entry Level

Northwestern Mutual - The Big Apple

Location: New York, NY, USA

Category: Finance

Salary: 50,000 - 80,000 USD / yearly

Full-time

Job Description

Join Northwestern Mutual - The Big Apple as a Financial Representative and help clients achieve their financial goals through personalized insurance solutions and financial planning.

Responsibilities

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications

Education: A bachelor's degree is strongly preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Perks & Benefits

Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Why Join Us?

Join our team at Northwestern Mutual - The Big Apple and become part of a legacy of success, where you will have the resources, guidance, and freedom to create your own path to success.