Financial Representative | Career Changers… at Northwestern… · St.…

Summary: Northwestern Mutual is a financial services company dedicated to helping individuals, families, and businesses achieve financial security. As a Financial Representative, you will build client relationships and provide personalized financial guidance through various solutions.

Responsibilities:
- Client Consultation: Meet with clients to understand their financial goals, priorities, and concerns
- Financial Planning: Help develop personalized financial strategies that may include insurance, investments, and retirement planning
- Insurance Solutions: Recommend and implement strategies to help protect clients’ income, assets, and loved ones
- Ongoing Support: Monitor client plans, provide regular updates, and adjust strategies as needs change
- Networking: Build and maintain a client network through referrals, community involvement, and professional relationships
- Client Service: Provide thoughtful guidance and support throughout the relationship

Required Qualifications:
- Strong interpersonal and communication skills
- Analytical thinking and problem-solving ability
- Ability to build trust, rapport, and long-term relationships with clients
- Self-motivated, goal-oriented, and open to coaching
- Ability to obtain required licenses, such as Series 6, Series 63, and state insurance licenses, with training and sponsorship available

Preferred Qualifications:
- Bachelor's degree strongly preferred
- Previous experience in financial services, insurance, sales, business development, or client-facing work is beneficial but not required

Required Skills: Financial Planning, Insurance Solutions, Series 6 License, Series 63 License, State Insurance Licenses

Benefits: 401(k), 401(k) matching, Dental insurance, Health insurance, Vision insurance, Access to ongoing training, development programs, licensing support, and opportunities for advanced certifications., Comprehensive support from planning resources, marketing tools, experienced mentors, and leadership., The ability to create a schedule and career path that aligns with your personal and professional goals., Work Location: Hybrid remote in Saint Petersburg, FL 33701