Financial Planner - Insurance & Wealth Growth

Northwestern Mutual; Coral Gables (FL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Retirement plan

Life insurance

Health insurance

Dental insurance

Vision insurance

Bonus based on performance

Company parties

Flexible schedule

Training & development

Opportunity for advancement

Job summary

Northwestern Mutual is hiring a Financial Planner to help clients secure their financial futures through comprehensive insurance solutions. You will assess client needs, develop personalized plans, and build long-term relationships while staying compliant with regulatory standards.

The position emphasizes training, advancement opportunities, and a collaborative team environment within the Lawhon Network district office.

Qualifications

• Bachelor's degree preferred.

Responsibilities

• Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products.
• Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies.
• Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
• Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
• Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.

Education

Bachelor's Degree (preferred)

Job description

Northwestern Mutual is hiring a Financial Planner to help clients secure their financial futures through comprehensive insurance solutions. You will assess client needs, develop personalized plans, and build long-term relationships while staying compliant with regulatory standards.

The position emphasizes training, advancement opportunities, and a collaborative team environment within the Lawhon Network district office.