Financial Advisor

Company: Northwestern Mutual -Frederick
Location: Middletown
Posted on: June 24, 2022

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 , Middletown, Maryland