Entry-Level Financial Representative — Growth & Training

Tysons District - Northwestern Mutual; Ashburn (VA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development

Performance incentives

Work-life balance

Retirement benefits

Health insurance

Dental insurance

Vision insurance

Flexible schedule

Job summary

Northwestern Mutual is seeking a Financial Representative to join our McLean, VA office. You will help individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive financial planning.

Responsibilities include client consultations, creating tailored financial plans, recommending insurance strategies, and ongoing plan monitoring. Prior experience in financial services is beneficial; licensing such as Series 6 and 63 may be sponsored by the firm.

Qualifications

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Analytical thinking

Rapport building

Networking

Education

Bachelor's degree (preferred)

Job description

Northwestern Mutual is seeking a Financial Representative to join our McLean, VA office. You will help individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive financial planning.

Responsibilities include client consultations, creating tailored financial plans, recommending insurance strategies, and ongoing plan monitoring. Prior experience in financial services is beneficial; licensing such as Series 6 and 63 may be sponsored by the firm.