Financial Representative
Northwestern Mutual
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
Excellent communication techniques
Self-starter and an entrepreneurial mindset
Excellent time management skill
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.
About Northwestern Mutual:
At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!
Recognized by FORTUNE as one of the \"World's Most Admired\" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success
Vacancy posted 2 days ago
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