Financial Representative

Financial Representative

Palm Beach, FL | Full-Time

Job Summary

Northwestern Mutual is seeking motivated and client-focused Financial Representatives to help individuals and families achieve their long-term financial goals through personalized financial planning and insurance solutions.

This role focuses on relationship building, client education, lead generation, and providing guidance on financial products and services including insurance, retirement planning, and wealth management solutions. Financial Representatives work closely with clients to understand their financial needs and develop customized strategies to support their future goals.

The ideal candidate is a strong communicator who thrives in a professional, performance-driven environment and is passionate about helping clients make informed financial decisions.

Key Responsibilities

• Meet with prospective and current clients to discuss financial goals and planning strategies

• Educate clients on insurance, retirement, and wealth management solutions

• Identify client needs and recommend appropriate financial products and services

• Build and maintain long-term client relationships through regular communication and follow-up

• Generate new business opportunities through networking, referrals, and community outreach

• Schedule and conduct client meetings and financial reviews

• Maintain accurate records of client interactions and business activities within CRM systems

• Meet or exceed weekly and monthly performance goals

• Stay informed on company products, compliance standards, and financial industry trends

• Collaborate with financial advisors and internal teams to enhance the client experience

Qualifications

• High school diploma or equivalent required

• Bachelor’s degree in business, finance, marketing, or related field preferred

• Previous sales, customer service, financial services, or insurance experience preferred

• Strong verbal communication and interpersonal skills

• Ability to build trust and maintain professional client relationships

• Self-motivated with strong organizational and time-management skills

• Comfortable working in a fast-paced, goal-oriented environment

• Basic computer and CRM proficiency

Preferred Skills

• Experience in financial services or insurance sales

• Strong networking and lead generation abilities

• Excellent objection-handling and communication skills

• Goal-oriented mindset with a desire for professional growth

• Ability to build rapport and maintain lasting client relationships

Compensation & Benefits

• Competitive compensation with commission and bonus opportunities

• Paid training and professional development

• Career advancement opportunities

• Mentorship and ongoing support programs

• Professional and collaborative team environment

Work Environment

• Onsite position located in Palm Beach, Florida

• Professional office setting with client-facing interactions

• Performance-driven culture with growth and leadership opportunities

• Collaborative team atmosphere focused on client success

Northwestern Mutual is committed to creating an inclusive workplace and providing equal employment opportunities to all employees and applicants.