Financial Representative - Entry Level
$80,000 - $158,000/Yr
Northwestern Mutual - Fairfield County - Bridgeport, CT
posted 27 days ago
Full-time - Entry Level
Onsite - Bridgeport, CT
251-500 employees
About the position
The Financial Representative role at Northwestern Mutual involves helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. This entry-level position focuses on building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. The role offers opportunities for professional development and advancement within a supportive team environment.
Responsibilities
- Engage with clients to understand their financial goals, aspirations, and concerns.
- Develop comprehensive financial plans that include investments, insurance, and retirement.
- Recommend and implement insurance strategies to protect clients' assets and income.
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Build and maintain a network of clients through referrals, community involvement, and professional associations.
Requirements
- A bachelor's degree in finance, business, or a related field is strongly preferred.
- Previous experience in financial services, insurance or business development is beneficial but not required.
- Strong interpersonal and communication skills.
- Analytical thinking and the ability to build trust and rapport with clients.
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Nice-to-haves
- Experience in financial services or business development.
- Advanced certifications in finance or insurance.
Benefits
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
