Financial Representative

Joining our team at Northwestern Mutual , as a Financial Sales Representative , you will work to build long lasting relationships with clients by helping them achieve their personalized financial goals. (Haven't worked in finance before? That's OK!) Are you a self-motivated and driven individual who wants to make a difference in the lives of others? This role offers: A comprehensive training program with strong leadership support through mentorship, A competitive culture that strives for success, The tools and path to grow YOUR OWN book of business!! As a Financial Representative, you’ll have the chance to serve a diverse group of clients and help them achieve financial success. Join our team to make a meaningful impact on both individuals and businesses through thoughtful financial planning and management! You will: Conduct research and analysis to identify investment opportunities Assist clients with corporate accounting and tax planning Collaborate with public accounting firms to ensure compliance with financial regulations Manage investment portfolios for clients, making strategic decisions to maximize returns Generate sales leads and build relationships with potential clients Oversee cash management activities, including monitoring cash flows and optimizing liquidity Utilize customer relationship management (CRM) systems to track client interactions and maintain accurate records Ideal Experience: Prior sales or business development Familiarity with cash management strategies, financial analysis, or investment management, a plus Self-starter and an entrepreneurial mindset Other Information: 1099 Contract with Health, Dental, Vision and Pension options Income: First Year Incentive Plan, Commission, and Renewals Build your own book of business! Selecting local candidates to/around Ellicott City, MD. #J-18808-Ljbffr