Transitioning and Veteran Military Opportunity- Financial Representative
Northwestern Mutual is a leading company in financial planning, seeking Financial Representatives to help clients manage their financial lives. The role involves building a client base, educating clients on financial products, and managing client financial plans while benefiting from comprehensive training and mentorship. Responsibilities Build—Call on, meet with, and evaluate the needs of personal and professional networks to build a client base. Begin to develop knowledge of NM financial products and market trends Educate—Educate yourself through training, sponsored licensing and registration, and ongoing development delivered by your team. Use assistive software, reporting tools, and illustrations to educate clients on potential plans Influence—Utilize the proven methods and advanced processes to present clients with the opportunity to protect and prosper, and serve clients best with expert influence and recommendations Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs Skills Military members and veterans possess attributes such as standard of ethics, dedication, loyalty, strong work principles, and proven leadership abilities Ability to build a client base by calling on, meeting with, and evaluating the needs of personal and professional networks Knowledge of NM financial products and market trends Ability to educate oneself through training, sponsored licensing and registration, and ongoing development Use of assistive software, reporting tools, and illustrations to educate clients on potential plans Utilization of proven methods and advanced processes to present clients with opportunities Ownership of development and management of the business Review and maintenance of client financial plans to provide optimum advice 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of personal and professional success Commitment to a respected and ethical team Desire and appreciation for professional development Benefits Dental insurance Employee discount Financial planning services Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Matching gift program Paid training Parental leave Professional development assistance Referral program Retirement plan Vision insurance Company Overview Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is