Financial Representative Entry Level

Company Overview Northwestern Mutual is a Fortune 500® financial services company serving over 5 million clients worldwide. Location 555 Mission St. Floor 16, San Francisco, CA 94105 Financial Representative As a Financial Representative, you help individuals and businesses achieve their financial goals through insurance solutions and financial planning. You build long‑term client relationships, understand their unique needs, and provide tailored 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 to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications Education: A bachelor's degree is preferred. 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: Possess or pursue Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits Performance‑based bonus Company parties Dental, vision, and health insurance Flexible schedule and work‑from‑home options Opportunities for advancement and training & development Professional development sponsorship for advanced certifications Competitive compensation with performance incentives (no ceiling) Comprehensive support from a planning team, marketing resources and mentors Retirement benefits: company‑funded pension and profit‑sharing plan contributions Impact: Guide individuals and families toward financial security and success Work‑life balance and flexibility to suit lifestyle and goals #J-18808-Ljbffr Northwestern Mutual