Company Overview
Northwestern Mutual is a leading financial services organization offering life, disability income, and long‑term care insurance, annuities, and wealth management solutions. With over $265 billion in assets under management and $1.8 trillion in life insurance protection in force, the company serves more than 4.5 million clients. Dedicated to financial security, Northwestern Mutual supports both its nationwide financial advisors and corporate office employees in Milwaukee and New York. As a company committed to diversity, they continuously shape a better future for financial well‑being. Discover meaningful opportunities at Northwestern Mutual to make a difference in people’s financial lives.
Role Description We are seeking a full‑time Financial Representative to join our team in Windermere, FL, in an on‑site role. As a Financial Representative, your daily responsibilities will include comprehensive financial planning, assisting clients in creating long‑term financial strategies, and introducing solutions such as insurance, investment, and retirement planning programs. You will actively foster trusted relationships with clients, analyze their financial goals, and provide personalized recommendations to help them achieve financial security and growth.
Qualifications
Proficiency in Financial Planning and Retirement Planning
Knowledge of Insurance products and related solutions
Understanding of Finance and Investments
Strong communication and interpersonal skills
Ability to build long‑term professional relationships with clients
Self‑motivated with excellent organizational and time‑management abilities
Bachelor's degree in business, finance, economics, or a related field is preferred
Relevant licensing and certifications (or willingness to obtain them) are an advantage
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Role Description We are seeking a full‑time Financial Representative to join our team in Windermere, FL, in an on‑site role. As a Financial Representative, your daily responsibilities will include comprehensive financial planning, assisting clients in creating long‑term financial strategies, and introducing solutions such as insurance, investment, and retirement planning programs. You will actively foster trusted relationships with clients, analyze their financial goals, and provide personalized recommendations to help them achieve financial security and growth.
Qualifications
Proficiency in Financial Planning and Retirement Planning
Knowledge of Insurance products and related solutions
Understanding of Finance and Investments
Strong communication and interpersonal skills
Ability to build long‑term professional relationships with clients
Self‑motivated with excellent organizational and time‑management abilities
Bachelor's degree in business, finance, economics, or a related field is preferred
Relevant licensing and certifications (or willingness to obtain them) are an advantage
#J-18808-Ljbffr