Company Description:
Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. Through a personalized and holistic approach that includes insurance and investments, we enable people to maximize their financial well-being today and in the future. Our advisors, cutting-edge technology, and digital-first experiences ensure our clients receive optimal financial guidance. With $265 billion in assets under management, $28.1 billion in revenues, and $1.8 trillion in life insurance protection, we serve over 4.5 million clients with comprehensive financial services. Our headquarters is in Milwaukee, WI, and we are committed to fostering a diverse and inclusive workforce.
Role Description:
This is a full-time hybrid role for a Financial Representative located in Milwaukee, WI, with some work from home permitted. The Financial Representative will develop and execute personalized financial plans for clients, focused on helping them achieve long-term financial goals. Daily tasks include assessing clients' financial situations, recommending appropriate financial products such as insurance and investments, and providing continuous support and updates to ensure clients’ financial strategies remain effective. This role requires dedication to client relationships and a keen understanding of financial markets and products.
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Prior sales and/or business experience preferred.
Entrepreneurial ambitions
Experience building meaningful relationships
Interpersonal skills for success in client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship
**Must be located in greater Milwaukee WI area or already planning to move here imminently**
Company Description:
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Are you ready to build your best life and enhance the lives of your clients? Apply now!
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