Financial Representative Entry Level
Wiegert District - Northwestern Mutual
Company Benefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Location: 101 W. Big Beaver Road, Suite 500, Troy, MI. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing 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 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: If not already obtained, the position offers sponsorship and resources provided to obtain necessary licenses, such as Michigan LAH, SIE, Series 6, 7, 63, and CFP. Role Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for Licensing/Credentialing Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Comprehensive medical coverage, including group life and disability insurance and parental benefits. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGF - our version of a profit sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Flexible work from home options available. #J-18808-Ljbffr Wiegert District - Northwestern Mutual
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