Assistant Financial Representative

Northwestern Mutual

Philadelphia (Philadelphia County)

Hybrid

USD 27,552 - 41,328

Part time

14 days+

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Job summary

A leading financial services company is seeking a part-time hybrid Assistant Financial Representative in Philadelphia. The role involves supporting financial advisors with outbound calls, setting meetings, and confirming appointments. Candidates should be comfortable on the phone and have organizational skills, while familiarity with insurance products is beneficial. This position offers the opportunity to gain insights into financial planning and client interaction, making it an excellent entry point into the financial services industry.

Qualifications

Experience supporting financial advisors and handling client calls.
Ability to manage and track work efficiently.
Prior experience in financial services is a plus.

Responsibilities

Support financial advisors in making outbound calls to prospects.
Assist in setting meetings and confirming appointments.
Learn financial planning principles and sales strategies.

Skills

Experience with Phoning

Strong organizational skills

Time-management skills

Comfortable on the phones

Familiarity with Insurance products

Job description

Northwestern Mutual is a leading financial services company dedicated to helping individuals achieve long-term financial security through personalized planning. With over $265 billion in assets under management and $1.8 trillion in life insurance protection, Northwestern Mutual has successfully served more than 4.5 million clients through a variety of services, including life, disability, and long-term care insurance, as well as investments and financial advising. Headquartered in Milwaukee, WI, with offices nationwide, the company supports its financial advisors and corporate workforce while fostering diversity to shape the future of financial stability. Northwestern Mutual offers opportunities to impact financial well-being through innovation and client-focused planning.

Role Description

This is a part-time hybrid role for an Assistant Financial Representative located in Philadelphia, PA. The role requires supporting financial advisors in making outbound calls prospects and clients, meeting setting, and appointment confirmation. There is also an opportunity to sit on meetings and learn financial planning principal as well as gain comfort and strategies for client facing meetings and sales. This more of a call forward position. This is a remote position.

Qualifications