Financial Representative
Northwestern Mutual, Fishers, IN, United States
Company Description
Northwestern Mutual is a trusted financial services leader, offering customized financial planning to help clients achieve long-term financial security. With $265 billion in assets under management and $1.8 trillion in life insurance protection in force, we provide a wide range of solutions, including life, disability income, and long-term care insurance, retirement planning, investments, and wealth management services. Serving over 4.5 million clients, we focus on delivering people‑first plans while fostering diversity and collaboration across our growing team. Our financial representatives and advisors are independent contractors dedicated to supporting clients on their financial journeys.
Role Description This is a full‑time, on‑site role for a Financial Representative located in Fishers, IN. The Financial Representative will work closely with clients to develop personalized financial plans, analyze financial goals, and provide tailored strategies in areas such as investments, retirement planning, and insurance. Daily tasks include conducting client meetings, planning portfolios, developing investment solutions, and maintaining strong client relationships. Collaboration with other professionals and ongoing education will be integral to success in the role.
Qualifications
Proficiency in Financial Planning and Retirement Planning
Knowledge of Insurance and related services
Understanding of Finance and Investments
Strong communication and interpersonal skills for building and maintaining client relationships
Ability to analyze complex financial data and create tailored strategies for clients
Self‑motivated, results‑driven, and eager to learn
Bachelor's degree in Finance, Business, Economics, or a related field is preferred
Licensing in financial services or willingness to obtain necessary certifications
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Role Description This is a full‑time, on‑site role for a Financial Representative located in Fishers, IN. The Financial Representative will work closely with clients to develop personalized financial plans, analyze financial goals, and provide tailored strategies in areas such as investments, retirement planning, and insurance. Daily tasks include conducting client meetings, planning portfolios, developing investment solutions, and maintaining strong client relationships. Collaboration with other professionals and ongoing education will be integral to success in the role.
Qualifications
Proficiency in Financial Planning and Retirement Planning
Knowledge of Insurance and related services
Understanding of Finance and Investments
Strong communication and interpersonal skills for building and maintaining client relationships
Ability to analyze complex financial data and create tailored strategies for clients
Self‑motivated, results‑driven, and eager to learn
Bachelor's degree in Finance, Business, Economics, or a related field is preferred
Licensing in financial services or willingness to obtain necessary certifications
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