Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Cheyenne, WY
Entry LevelOn-siteCheyenne, WY$70k–$200k/yr
Skills
financial planningclient relationship managementsales experienceentrepreneurial ambitionsteam buildingcontinuous learning
Job Description
Summary: Northwestern Mutual is a leading financial services company, and they are seeking Financial Representatives to help clients achieve their financial goals through personalized planning. The role involves building a clientele, educating clients on financial options, and taking ownership of business development while receiving extensive training and mentorship.
Responsibilities:
- Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends
- Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
- Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest 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
Required Qualifications:
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
- Must be located in greater Northern Colorado / Wyoming areas or already planning to move here imminently
Preferred Qualifications:
- Prior sales and/or business experience
Required Skills: Financial Planning, Client Relationship Management
Important Skills: Sales Experience, Entrepreneurial Ambitions
Nice-to-Have Skills: Team Building, Continuous Learning
Benefits: 401(k), Dental insurance, Flexible schedule, Health insurance, Life insurance, Vision insurance
Benefits
401(k)
Dental insurance
Flexible schedule
Health insurance
Life insurance
Vision insurance