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Financial Representative

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Florham Park, NJ, USA
Posted on Thursday, May 30, 2024

Company Description

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We combine insurance and investments, along with personalized digital experiences and cutting-edge technology, to guide our clients towards their financial goals. With over $265.0 billion in assets and $28.1 billion in revenues, we provide financial security to more than 4.5 million people through a range of services including life insurance, annuities, brokerage and advisory services, and trust services. We believe in the strength of diversity and are committed to shaping the future of financial security.

Primary Responsibilities:

  • Client Acquisition: build your clientele through prospecting and networking with support through our top training program and guidance from our leadership team and individual mentors
  • Connect with potential clients and set meetings to understand their needs and true desires
  • Collaborate with our financial planning team, mentors, and specialists to develop tailored solutions
  • Get licensed with your Life, Accident, and Health Insurance license, and participate in coaching/development calls and meetings

Skills & Qualifications:

  • Must live local to Florham Park, NJ
  • Bachelor’s degree preferred
  • Interpersonal, communication, and leadership skills
  • Coachable, goal-oriented, authentic, and professional
  • Values of integrity and honesty, history of success
  • Ideal candidate is motivated by entrepreneurship, building relationships with others, financial literacy, and ongoing personal and professional growth/development

Why Work Here?

  • You can expect flexibility for optimal work/life balance
  • This opportunity allows you to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP
  • Get trained with our nationally ranked training program where you are provided tools, knowledge, and expertise to set you up for success
  • Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business
  • You get the opportunity to build your own book of business and essentially “Be your own boss”
  • You’ll find diverse resources across our culture to ensure that you experience personal and professional growth throughout your career