Financial Representative

Northwestern Mutual; City of Albany (NY); On-site; USD 50,000 - 75,000; Full time

Job summary

Northwestern Mutual is seeking an energetic Financial Representative in the Capital Region Albany, New York area to help clients achieve financial security and meet their goals. You will be supported by onboarding, training, mentoring, and resources, while collaborating with specialists in areas like education funding, estate planning, retirement solutions, and benefits.

The role focuses on building long-lasting client relationships, offering tailored financial guidance, and growing a

Qualifications

• Bachelor's degree is required.

Responsibilities

• Build and maintain client relationships to meet financial goals.
• Provide guidance on life insurance, investments, and retirement solutions.
• Develop a referral-based practice to grow clientele.

Skills

Interpersonal skills

Networking

Self-starter

Relationship building

Sales experience

Professional development

Education

Bachelor's Degree

Job 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.

About the Role

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.

Qualifications

• 4 Year Bachelor's Degree

Required Skills

• 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 Skills

• 1 years of sales experience
• Strong preference towards professionalism and development