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Financial Representative

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Downers Grove, IL, USA
Posted on Tuesday, June 4, 2024
Company Description

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Our big-picture approach combines insurance and investments to guide people towards their goals. With over $265.0 billion in assets and more than $1.8 trillion worth of life insurance protection in force, we deliver financial security to millions of people. Our personalized digital experience and leading-edge technology ensure that our clients receive the best service.

Role Description

This is a full-time on-site role as a Financial Representative located in Downers Grove, IL. As a Financial Representative, you will be responsible for providing financial planning, insurance, retirement planning, and investment services to clients. Your day-to-day tasks will include assessing client financial situations, developing personalized financial plans, recommending appropriate insurance and investment products, and providing ongoing financial guidance.

Qualifications
  • Financial Planning and Retirement Planning skills
  • Insurance and Finance knowledge
  • Investment expertise
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Ability to build and maintain client relationships
  • Attention to detail and accuracy
  • Bachelor's degree in Finance, Economics, or related field
  • Professional certifications such as CFP or CFA are a plus