Financial Representative

Full Time
Santa Monica, CA 90405
Posted
Job description
We are seeking an energetic, eager, and motivated professional to join our team as a financial representative. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. You’ll be part of an entrepreneurial system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. You bring your drive to succeed in this role, and we’ll give you the training, support, and freedom you need to make it happen. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Who We Are: Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success.

With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Compensation:

$75,000 - $200,000 yearly

Responsibilities:
  • Provide continued excellent service by cultivating long-term relationships with clients and remain in mind should clients have new financial needs
  • Assess each client’s financial information to make strategic product, plan, and investment
  • Grow new business by generating a prospective customer base and advertise our financial products via referrals
  • Customize financial plans for each client based on their evolving financial needs
  • Stay abreast of any changes in the financial industry that may impact the clients in your portfolio

  • Proactively build a clientele base through referrals, networking and targeted outreach

Qualifications:
  • Excellent interpersonal and communication skills with integrity and a strong work ethic
  • Willingness and eagerness to learn about the financial industry and our various products and offerings
  • Needs to have the ability to market and network with potential clients
  • Bachelor’s degree in business administration, finance, or similarly related field is recommended but not required
About Company


Northwestern Mutual Santa Monica is the place to grow your career. No matter where you are on your career journey, we support your growth— whether that’s at the office or with opportunities to make a difference in the community, we want you to feel empowered.

With Northwestern Mutual, you get the benefits of a big company with a progressive culture you might not expect. We are intentional in seeking out new team members who will challenge us to be on the right side of history. We believe in hiring smart people and then listening to them. Northwestern Mutual employees have chosen to work somewhere they can be proud of. We're proud to listen to them and learn from them as we build the future together.

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