Financial Representative - SOUTH PARK at Northwestern… · Charlotte

Summary: Northwestern Mutual is a financial services company focused on comprehensive and personalized financial planning. The Financial Representative builds and manages a client base, educates clients on financial solutions, recommends strategies, and develops the business through client relationships and ongoing financial expertise.

Responsibilities:
- Build —Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends
- Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans
- Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through 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

Required Qualifications:
- · 4-year degree; or equivalent professional work experience
- · Entrepreneurial ambitions
- · History of success in sales, athletics, military, client services, or client-facing roles
- · Excellent time-management skills
- · Desire for continuous learning
- · Legal authorization to work in the US without sponsorship

Required Skills: Financial Planning, Sales, Client Services, Financial Products and Market Trends, Insurance Licensing, SIE, Series 6, Series 63, CFP

Benefits: Commission structure to support early development, Renewable income, Bonus programs and expense allowances, Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more, Retirement Package and Pension Plan, Medical, Dental, Vision, Life Insurance and Disability Income Insurance, Family Planning, Dental insurance, Health insurance, Vision insurance