Financial Representative - Training Provided
About The Position
As a Financial Representative at Northwestern Mutual, you will join a team helping individuals and businesses pursue their financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, understand each client’s needs, and provide tailored financial solutions. The local team is based at 29 S Main St. Ste 201, West Hartford, CT 06107. The role includes client consultations, developing financial plans, recommending insurance strategies, and providing ongoing support as clients’ circumstances change. Representatives build and maintain client networks through referrals, community involvement, and professional associations. Training and sponsorship are available to obtain required licenses. The role offers access to professional development, mentorship, planning-team support, and marketing resources, with compensation that includes performance incentives and no stated ceiling.
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 strongly preferred, or military equivalent.
- 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 planning.
- Recommend and implement insurance strategies to protect clients’ assets and income.
- Monitor clients’ financial plans, provide regular updates, and adjust strategies as needed.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Benefits
- Bonus based on performance
- 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
- 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
