Financial Representative
The Caccomo Group LLC
Job Description
Job Description
Company Description
Our Northwestern Mutual office in the Hudson Valley, NY area is rapidly expanding and currently seeking an energetic Financial Representative to continue our ambitious growth plan serving the Capital Region Albany, New York area.
Northwestern Mutual, one of the “World’s Most Admired” companies according to FORTUNE® magazine, has helped clients achieve financial security for more than 160 years. Northwestern ranks #88 on FORTUNE® 500, was named the “World’s Most Admired” life insurance by FORTUNE® magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com, and voted “Best Places to Work” in the Capital Region.
Job Description
As a Financial Representative you will build long-lasting relationships, offer guidance while providing solutions to help clients meet their financial goals and objectives. Financial Representatives are supported by an onboarding process, training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on:
Comprehensive Financial Planning, Asset & Income Protection
Personal Planning Analysis/ Business Needs Analysis
Education Funding
Investment & Advisory Services
Trust Services/Estate Analysis /Retirement Solutions/Employee & Executive Benefits
Responsiblities
Offer a personalized approach to providing customized solutions tailored to each client’s long term financial goals and objectives.
Provide needs-based analysis to help ensure the client’s financial goals are met at every life stage.
Managing financial risk and achieving financial security in the areas but not limited to; life insurance, disability insurance, longterm care insurance, annuities and investments.
Create a referral based practice to build your clientele.
Minimum Qualifications
Bachelor’s degree from a four-year institution
Strong interpersonal and networking skills
Self-starter, go-getter mentality, ablility to overcome adversity
History of high achievement demonstrated by rapid growth and consistent, measurable results
Ability to develop lasting, meaningful relationships as well as influence others
Preferred Qualifications
2 years of sales experience
Entrepreneurial mindset
Strong preference toward professionalism and development
Pre - Contract Licensing Requirements (study materials and test fee covered by NM)
New York State Life, Accident and Health License
On site week Nationally Ranked Training Program
$1,000 per month
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