Financial Representative - Seeking Career Changers
About The Position
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long-term relationships with clients, understand their individual needs, and provide tailored financial solutions. Flexible work-from-home options are available. A bachelor's degree is highly preferred but not required. Previous experience in financial services, insurance, or business development is beneficial but not required. Training and sponsorship are available for necessary licenses, including Series 6, Series 63, and state insurance licenses. The Lincoln Group describes its purpose as strengthening communities through financial security and supporting individuals and families in building confidence, purpose, and security. Its community efforts include supporting childhood cancer organizations, with more than $1.2 million raised locally, over 15,000 community service hours, and more than 150 events.
Requirements
- Strong interpersonal and communication skills.
- Analytical thinking.
- Ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, Series 63, and state insurance licenses; training and sponsorship are available.
Nice To Haves
- A bachelor's degree is highly preferred but not required.
- Previous experience in financial services, insurance, or business development is beneficial but not required.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans, provide regular updates, and adjust strategies as circumstances change.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Benefits
- Retirement
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training and development
- Vision insurance
- Ongoing training and development programs, including sponsorship for advanced certifications.
- Competitive compensation structure with performance incentives and no stated ceiling.
- Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Flexibility to create a schedule that fits your lifestyle and goals.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
