Financial Representative

Job Summary

Northwestern Mutual is seeking motivated and client-focused Financial Representatives to help individuals and families achieve their long-term financial goals through personalized financial planning and insurance solutions.

Key Responsibilities

Meet with prospective and current clients to discuss financial goals and planning strategies
Educate clients on insurance, retirement, and wealth management solutions
Identify client needs and recommend appropriate financial products and services
Build and maintain long-term client relationships through regular communication and follow-up
Generate new business opportunities through networking, referrals, and community outreach
Schedule and conduct client meetings and financial reviews
Maintain accurate records of client interactions and business activities within CRM systems
Meet or exceed weekly and monthly performance goals
Stay informed on company products, compliance standards, and financial industry trends
Collaborate with financial advisors and internal teams to enhance the client experience

Qualifications

High school diploma or equivalent required
Bachelor’s degree in business, finance, marketing, or related field preferred
Previous sales, customer service, financial services, or insurance experience preferred
Strong verbal communication and interpersonal skills
Ability to build trust and maintain professional client relationships
Self-motivated with strong organizational and time-management skills
Comfortable working in a fast-paced, goal-oriented environment
Basic computer and CRM proficiency

Paid Training and Professional Development

Career advancement opportunities
Mentorship and ongoing support programs
Professional and collaborative team environment

Work Environment

Onsite position located in Palm Beach, Florida
Professional office setting with client-facing interactions
Performance-driven culture with growth and leadership opportunities
Collaborative team atmosphere focused on client success