Financial Representative with Business… at Northwestern… · Syracuse

Summary: Northwestern Mutual is a financial services company that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. The Financial Representative will build long-term client relationships, understand financial needs, develop tailored plans, recommend insurance strategies, and provide ongoing support.

Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations

Required Qualifications:
- * Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients
- * Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)

Preferred Qualifications:
- * Education: A bachelor's degree is preferred
- * Experience: Previous experience in financial services, insurance, or business development is beneficial but not required

Required Skills: Financial Planning, Insurance Strategies, Investments, Retirement Planning, Series 6, Series 63, State Insurance Licenses

Benefits: Bonus based on performance, Company parties, Dental insurance, Flexible schedule, Health insurance, Opportunity for advancement, Training & development, Vision insurance, Access to ongoing training and development programs, including sponsorship for advanced certifications, Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors, Flexibility to create a schedule that fits your lifestyle and goals, Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future