Hiring local candidates to Appleton, WI. Career changers encouraged to apply.
Are you a self-motivated and driven individual who wants to make a difference in the lives of others?
Joining our team at Northwestern Mutual as a Financial Representative, you will work to build long lasting relationships with clients by helping them achieve their personalized financial goals. You will be part of a network office which has established, onsite support through continuous training, client development, and mentorship. Additionally, our local network office will provide guidance for you with clients as you walk them through the financial planning process. Start your career today with Northwestern Mutual.
This role offers a comprehensive training program, strong leadership support, and the tools needed for success. Along with a competitive salary and benefits package, as a Financial Representative, you'll have the chance to serve a diverse group of clients and help them achieve financial success. Join our team to make a meaningful impact on both individuals and businesses through thoughtful financial planning and management.
You will:
- Conduct research and analysis to identify investment opportunities
- Assist clients with corporate accounting and tax planning
- Collaborate with public accounting firms to ensure compliance with financial regulations
- Manage investment portfolios for clients, making strategic decisions to maximize returns
- Generate sales leads and build relationships with potential clients
- Oversee cash management activities, including monitoring cash flows and optimizing liquidity
- Utilize customer relationship management (CRM) systems to track client interactions and maintain accurate records
Ideal Experience:
- Prior sales or fundraising experience
- Familiarity with cash management strategies, financial analysis, or investment management, a plus
- Excellent communication techniques
- Self-starter and an entrepreneurial mindset
- Excellent time management skill
Other Information:
- 1099 Contract with Health, Dental, Vision and Pension options
- Income: First Year Incentive Plan, Commission, and Renewals
- Build your own book of business.
About Northwestern Mutual:
At Northwestern Mutual we believe that everyone deserves to 'spend their lives living' and that a strong financial plan is a cornerstone for ensuring that reality. Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living.
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 nearly 160 years and has a proven track record of financial success.