Financial Representative
About the Company
Northwestern Mutual is dedicated to providing long-term financial clarity through a people-first planning approach, helping clients uncover opportunities and avoid potential blind spots. With $265.0 billion in assets under management and over $1.8 trillion in life insurance protection, we serve more than 4.5 million people through a diverse range of services, including life, disability income, long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. We manage over $125 billion in client assets and support a growing network of financial advisors and corporate employees. We believe in the strength of diversity to shape the future of financial security.
About the Role
This is a full-time on-site role for a Financial Representative located in Mount Juliet, TN.
Responsibilities
- Meet with clients to understand their financial goals
- Provide tailored financial planning advice
- Recommend appropriate financial products and services
- Conduct financial analysis
- Develop personalized financial strategies
- Maintain long-term relationships with clients
- Engage in continuous learning to stay updated with industry trends and regulations
Qualifications
- Strong knowledge of financial products and services, including life insurance, annuities, and investment options
- Excellent client relationship management and customer service skills
- Exceptional analytical, problem-solving, and strategic thinking abilities
- Effective communication and interpersonal skills
- Ability to work independently and collaboratively in a team environment
- Relevant certifications or licenses (e.g., CFP, Series 6/7, Life and Health Insurance License) are a plus
- Bachelor’s degree in Finance, Business, or a related field is preferred