Financial Advisor
Company: Northwestern Mutual -Frederick
Location: Walkersville
Posted on: June 24, 2022
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Job Description:
We are seeking ambitious and driven sales professionals to help
clients identify their financial needs and provide them with
solutions to reach their financial goals. Northwestern Mutual
Financial Representatives, stemming from different backgrounds and
experiences, build rewarding practices and client relationships.
Our Representatives are given the support of the highest quality
training, a network of specialists, and mentoring opportunities. As
a Financial Representative you'll have the satisfaction of knowing
that you are building your own practice by helping their clients
protect and grow their financial assets. Additionally, you'll
benefit from a large earning potential based on your commitment,
time, and effort.
As a Representative, you will:
Identify client needs and goals to provide a sense of security and
safety surrounding their financial life
Develop meaningful long-term mutually beneficial relationships
Gain knowledge about the financial products Northwestern Mutual
offers as well as financial market trends
Build, maintain, and continuously grow a portfolio of clients
Provide first-class client experiences
You Will Gain Access To:
A world-class training program to help you get started
Ongoing professional training and development throughout your
career
Exclusive Northwestern Mutual financial products and solutions.
Sponsorship for requisite licenses and certifications
A culture focused on ensuring a healthy work/life balance,
collaboration, and diversity as well as recognition and
rewards.
An unlimited income potential directly tied to production
Career growth opportunities with management and leadership
potential.
Benefits include: Comprehensive Medical Coverage, Retirement
Package/ Pension Plan, and Group Life and Disability Income
Insurance.
Qualifications:
Strong interpersonal and networking skills
Excellent written and communication skills
Professional appearance and work ethic
Self-motivated, goal-oriented, and enthusiastic presence
An entrepreneurial spirit/desire to manage your own business and be
accountable for your results
Responsibilities:
Assess each client's potential life and financial needs to create
an individualized financial plan that leverages the products and
serves we offer
Research and provide financial advice and strategies through
educational meetings or seminars that are suitable based on client
risk tolerance and financial objectives
Collect and organize each client's financial information using a
CRM to determine financial status, financial goals, cash flow, and
financial expectations
Assist clients with decisions related to life insurance, mutual
funds, savings plans, and other financial products and services
Identify, seek out, and generate prospects continuously using
social media or other marketing tools and create strong
relationships with new clients as their trusted advisor
Qualifications:
Required to effectively network to identify potential new
clients
Must have effective relationship management skills
Candidates need to be able to communicate complicated concepts and
maintain strong principles such as honesty and integrity
--- Someone who builds relationships centered on trust, open
communication, and transparency
--- The courage and ability to have difficult conversations when
needed
--- A commitment to ongoing learning, including staying current on
financial news, laws, and the impacts on their clients
--- Someone who is proactive and focused on providing excellent
customer service
About Company:
Northwestern Mutual was named one of the "World's Most Admired
Companies" in its industry according to FORTUNE magazine's annual
survey, published January 2019. We have been among the leaders in
the financial services industry for nearly 165 years and have a
proven track record of financial success.
Keywords: Northwestern Mutual -Frederick, Germantown , Financial Advisor, Accounting, Auditing , Walkersville, Maryland
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