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Sales Representative

Barish Financial - Northwestern Mutual

Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance About the Role: As a Financial Representative at Northwestern Mutual, you will build long-term relationships with clients, understand their unique needs, and provide tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: Bachelor’s Degree strongly preferred or military equivalent. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Location & Work Style: Office: 1515 S Federal Highway, Suite 208, Boca Raton, FL 33432. Flexible work from home options available. #J-18808-Ljbffr Barish Financial - Northwestern Mutual

Vacancy posted 1 day ago
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