Financial/Insurance Sales Advisor

Responsibilities

• Establishing relationships with new clients through leads, referrals, and calls
• Meeting with clients to discuss financial planning, including investment management and insurance
• Coinciding with internal office teams to deliver customized financial plans for clients and develop comprehensive solutions for their financial goals
• Day-to-day client relationship management and financial advisory

Qualifications

• Bachelor’s degree or equivalent work experience
• Legal authorization to work in the US without sponsorship
• Experience in a client/customer-facing role (includes sales, client/investor relations, customer service, etc.)
• Excellent communication and interpersonal skills
• Interest in the Financial Services sector
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Strong communication skills

Requirements

Prior financial services experience is *not* required, and recent graduates are also invited to apply.

Benefits

• Medical
• Dental
• Vision
• Pension plan

About Northwestern Mutual

Northern Mutual has been helping individuals, families and businesses achieve financial security for over 160 years through a comprehensive approach that provides insurance, investments, and wealth management. A Fortune 500 company with over $325 billion in client assets under management and $28 billion in annual revenue, Northwestern Mutual delivers financial services to over 5 million clients nationwide