Abell District - Northwestern Mutual
Financial Representative Entry Level
Abell District - Northwestern Mutual, Elk Grove, California, us, 95759
Overview
At Abell District Northwestern Mutual, we are in a dynamic phase of growth and opportunity, cultivating an environment where driven individuals can build meaningful and lasting careers. Our office is located at 1425 River Park Dr, Suite 100, Sacramento, CA.
About Northwestern Mutual:
Northwestern Mutual is a Fortune 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners, not Wall Street. We began in Wisconsin in 1857, and today we are recognized by Fortune as one of the Worlds Most Admired Companies in 2024, with a culture deeply dedicated to helping people achieve financial security.
Opportunity:
As a Financial Representative, 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: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
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 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.
Note:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries. Flexible work from home options are available.
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About Northwestern Mutual:
Northwestern Mutual is a Fortune 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners, not Wall Street. We began in Wisconsin in 1857, and today we are recognized by Fortune as one of the Worlds Most Admired Companies in 2024, with a culture deeply dedicated to helping people achieve financial security.
Opportunity:
As a Financial Representative, 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: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
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 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.
Note:
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries. Flexible work from home options are available.
#J-18808-Ljbffr