What are the responsibilities and job description for the Financial Representative Trainee position at Northwestern Mutual?
Company Description
Our Northwestern Mutual office in the Capital Region Albany, New York area is rapidly expanding and currently seeking an energetic Financial Representative to continue our ambitious growth plan.
Northwestern Mutual, one of the “World’s Most Admired” companies according to FORTUNE® magazine, has helped clients achieve financial security for more than 160 years. Northwestern ranks #88 on FORTUNE® 500, was named the “World’s Most Admired” life insurance by FORTUNE® magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com.
Job Description
As a Financial Representative you will build long-lasting relationships, offer guidance while providing solutions to help clients meet their financial goals and objectives. Financial Representatives are supported by an onboarding process, continuous training programs, mentoring and unlimited access to resources to assist their clients. Financial Representatives are also supported by a network of specialists who together provide guidance on:
- Comprehensive Financial Planning Asset & Income Protection
- Personal Planning Analysis/ Business Needs Analysis
- Education Funding
- Investment & Advisory Services
- Trust Services/Estate Analysis /Retirement Solutions/Employee & Executive Benefits
Responsibilities
- Offer a personalized/need based approach to providing customized solutions tailored to each client’s long term financial goals and objectives.
- Managing financial risk and achieving financial security in the areas but not limited to; life insurance, disability insurance, long-term care insurance, annuities and investments.
- Create a referral-based practice to build your clientele.
Minimum Qualifications
- 4 Year Bachelor's Degree
- Strong interpersonal and networking skills
- Self-starter, go-getter mentality, ability to overcome adversity
- History of high achievement demonstrated by rapid growth and consistent, measurable results
- Ability to develop lasting, meaningful relationships as well as influence others
Preferred Qualifications
- 1 years of sales experience
- Entrepreneurial mindset
- Strong preference towards professionalism and development
Job Types: Full-time, Contract
Pay: $75,000.00 - $200,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Financial planning services
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Education:
- Bachelor's (Preferred)
Work Location: In person
Salary : $75,000 - $200,000