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Financial Services Professional

Company: Northwestern Mutual -Frederick
Location: Middletown
Posted on: November 25, 2022

Job Description:

Financial Representative//Financial Services Professional

Financial Representatives at Northwestern Mutual [insert location] help their clients live more and worry less through our personalized approach to financial planning. As business owners, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Personal Planning Analysis - Asset Income Protection - Education Funding - Investment Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

As a Northwestern Mutual Financial Representative:

Build-Work to build a client base by growing relationships with your network and developing 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 the 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.

Compensation 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

You could be right for this opportunity if you have:

--- 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
--- A desire for continuous learning
--- Legal authorization to work in the US without sponsorship

Are you ready to change your life and the lives of your clients? Apply now!
About Us
For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!
Why join Northwestern Mutual:

--- #90, Fortune 100 company (2021)
--- Forbes' Best Employers for Diversity (2018-2020)
--- Top 10 US Independent Broker-Dealers1
--- #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
--- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
--- $224 billion3 (retail investment client assets held or managed)

Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.
To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
Combined client assets of NMIS and NMWMC as of June 30, 2021
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.

Responsibilities:

Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM
Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer


Qualifications:

Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity
Relationship management skills are required
Required to effectively network to identify potential new clients


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 Services Professional, Accounting, Auditing , Middletown, Maryland

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