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Pennsylvania Top Financial Services Jobs

Financial Representative! From jobvertise.com


Financial Representative: Fortune's "Most Admired Company"

Description
As a Financial Representative, you will align your experiences, education and dedication to work with that of your career aspirations! Listening and understanding the long-term financial goals and objectives, Financial Representatives work closely with clients to develop customized solutions that meet these goals by offering a wide variety of TOP RATED insurance products, investments options, retirement services, health benefits, long-term care solutions and advanced products and services. Whether at the beginning stage of planning to the advanced opportunities, Northwestern Mutual can offer customized solutions to meet every client's needs.

Financial Representatives are also supported by a network of specialists who work together to provide guidance for:

• Asset and Income Protection
• Estate Analysis
• Retirement Solutions
• Personal Needs Analysis
• Trust Services
• Business Needs Analysis
• Investment and Advisory Services
• Education Funding
• Employee and Executive Benefits
• Comprehensive Financial Planning

Training & Development:

As new financial representative, you are not required to be an expert or required to be licensed prior to joining Northwestern Mutual. Through training and development, Northwestern Mutual Financial Representatives work hands on with veterans, mentors

As you build your business as a Financial Representative, you will:

Meet With Clients — You'll set up appointments to discuss your clients' financial
goals and current financial situation.

Analyze the Client's Situation — After extensive fact-finding, you'll uncover long
term goals that you will use to help determine your client's needs.

Make Recommendations — After evaluating your client's current situation and
goals, you'll determine what products can help fill their needs and present
appropriate solutions to your client.

Provide Ongoing Service — You'll continue to work with your clients beyond the
close of the sale. Most Financial Representatives contact their clients twice per
year to determine whether their needs have changed, and keep them aware of the
resources available to them.

Preferred qualifications:

- A four-year degree from an accredited university or college is prefered but not required
- Strong interpersonal skills, be self-motivated and have a history of personal success
- Ambition to impact the lives of your clients today and for future generations
- Interested in meeting new people

 



 
 

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