Northwestern Mutual is dedicated to providing long-term financial clarity through a people-first planning approach, helping clients uncover opportunities and avoid potential blind spots. With $265.0 billion in assets under management and over $1.8 trillion in life insurance protection, we serve more than 4.5 million people through our diverse range of services, including life, disability income, long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. We manage over $125 billion in client assets and support a growing network of financial advisors and corporate employees. We believe in the strength of diversity to shape the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/.
Company Description Northwestern Mutual is dedicated to providing long-term financial clarity through a people-first planning approach, helping clients uncover opportunities and avoid potential blind spots. With $265.0 billion in assets under management and over $1.8 trillion in life insurance protection, we serve more than 4.5 million people through our diverse range of services, including life, disability income, long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. We manage over $125 billion in client assets and support a growing network of financial advisors and corporate employees. We believe in the strength of diversity to shape the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/.
Role Description This is a full-time on-site role for a Financial Representative located in Mount Juliet, TN. The Financial Representative will be responsible for meeting with clients to understand their financial goals, providing tailored financial planning advice, and recommending appropriate financial products and services. Day-to-day tasks include conducting financial analysis, developing personalized strategies, and maintaining long-term relationships with clients. The Financial Representative will also engage in continuous learning to stay updated with industry trends and regulations.
Qualifications Strong knowledge of financial products and services, including life insurance, annuities, and investment options Excellent client relationship management and customer service skills Exceptional analytical, problem-solving, and strategic thinking abilities Effective communication and interpersonal skills Ability to work independently and collaboratively in a team environment Relevant certifications or licenses (e.g., CFP, Series 6/7, Life and Health Insurance License) are a plus Bachelor’s degree in Finance, Business, or a related field is preferred
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Company Description Northwestern Mutual is dedicated to providing long-term financial clarity through a people-first planning approach, helping clients uncover opportunities and avoid potential blind spots. With $265.0 billion in assets under management and over $1.8 trillion in life insurance protection, we serve more than 4.5 million people through our diverse range of services, including life, disability income, long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. We manage over $125 billion in client assets and support a growing network of financial advisors and corporate employees. We believe in the strength of diversity to shape the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/.
Role Description This is a full-time on-site role for a Financial Representative located in Mount Juliet, TN. The Financial Representative will be responsible for meeting with clients to understand their financial goals, providing tailored financial planning advice, and recommending appropriate financial products and services. Day-to-day tasks include conducting financial analysis, developing personalized strategies, and maintaining long-term relationships with clients. The Financial Representative will also engage in continuous learning to stay updated with industry trends and regulations.
Qualifications Strong knowledge of financial products and services, including life insurance, annuities, and investment options Excellent client relationship management and customer service skills Exceptional analytical, problem-solving, and strategic thinking abilities Effective communication and interpersonal skills Ability to work independently and collaboratively in a team environment Relevant certifications or licenses (e.g., CFP, Series 6/7, Life and Health Insurance License) are a plus Bachelor’s degree in Finance, Business, or a related field is preferred
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