Financial Representative

Northwestern Mutual; Miami (FL); Presencial; USD 55.000 - 90.000; Jornada completa

Descripción de la vacante

Northwestern Mutual in Miami, FL seeks a Financial Representative to work directly with clients to understand goals and develop personalized financial plans.

Responsibilities include meeting with prospects, analyzing finances, presenting recommendations, and building a diversified client portfolio while leveraging the firm's training and resources.

Formación

• Strong ability to create long-term financial strategies for clients.
• Knowledge of insurance products to protect income and assets.
• Foundation in finance and investments to analyze portfolios.
• Excellent communication and interpersonal skills with diverse clients.
• Analytical, organized, and good time management to handle multiple engagements.
• Relevant licenses or ability to obtain them promptly.
• A bachelor’s degree in finance, business, economics, or related field is preferred.
• Demonstrated initiative and client-focused mindset are valued.

Responsabilidades

• Meet with prospective and existing clients to understand goals.
• Conduct financial analyses and present tailored recommendations.
• Develop and implement personalized financial plans including insurance and investments.
• Provide ongoing guidance as clients’ needs evolve and network to grow portfolio.

Conocimientos

Financial Planning

Retirement Planning

Insurance knowledge

Investments

Communication

Relationship building

Time management

Educación

Bachelor's degree in finance, business, economics, or related field

Herramientas

CRM software

Financial planning tools

Descripción del empleo

Company Description

Northwestern Mutual is a leading financial services organization focused on helping clients achieve long-term financial security through personalized, people-first planning. The company provides a broad range of solutions including life, disability income, and long-term care insurance, annuities, investments, advisory services, trust services, and discretionary portfolio management. With significant assets under management and millions of clients served, Northwestern Mutual offers strong resources and infrastructure to support financial representatives and advisors nationwide. The company emphasizes diversity, professional growth, and ethical practices as it expands its presence across the country, including corporate offices in Milwaukee and New York. Financial representatives and interns operate as independent contractors, partnering with Northwestern Mutual’s robust platform and brand.

Role Description

This full-time, on-site Financial Representative role is based in Miami, FL. The Financial Representative works directly with clients to understand their goals, then develops and implements personalized financial plans that may include insurance solutions, retirement strategies, and investment recommendations. Daily responsibilities include meeting with prospective and existing clients, conducting financial analyses, presenting tailored recommendations, and providing ongoing guidance as clients’ needs evolve. The role also involves networking, building and managing a client portfolio, staying current on market trends and product offerings, and collaborating with firm resources to deliver high-quality service. Financial Representatives are independent contractors who leverage Northwestern Mutual’s training, tools, and reputation to grow their practice.

Qualifications

• Candidates should possess strong skills in Financial Planning and Retirement Planning to create comprehensive, long-term strategies for clients.
• Candidates should possess knowledge of Insurance products to help clients manage risk and protect their income and assets.
• Candidates should possess a solid foundation in Finance and Investments to analyze options and construct appropriate portfolios.
• Candidates should possess excellent communication, relationship-building, and interpersonal skills to work effectively with a diverse client base.
• Candidates should possess strong analytical, organizational, and time-management abilities to handle multiple client engagements and follow-through.
• Relevant licenses (such as life and health insurance, securities registrations), or the ability to obtain them within required timeframes, are beneficial.
• A bachelor’s degree in finance, business, economics, or a related field, or equivalent professional experience, is preferred.
• Demonstrated initiative, integrity, and a desire to build a client-focused financial services practice are highly valued.