Financial Services Representative

Northwestern Mutual; Murfreesboro (TN); On-site; USD 40,000 - 65,000; Full time

Job summary

Northwestern Mutual in Murfreesboro, TN is seeking a full-time Financial Services Representative to work on-site with clients to craft personalized financial plans spanning investments, life insurance, and retirement strategies.

You will meet with clients to understand goals, guide product selections, build lasting relationships, and contribute to growing the firm’s client base through exceptional service and a people-first approach.

Qualifications

• Experience in Finance and expertise in Financial Services to assist clients with informed financial decision-making.
• Knowledge of Investments and Insurance to provide effective portfolio management and coverage recommendations.
• Strong Customer Service skills and the ability to build long-term relationships with clients.
• Excellent communication, analytical, and problem-solving skills.
• Relevant certifications or licenses in the financial industry are a plus.
• Bachelor’s degree in Finance, Business, Economics, or related field preferred.

Responsibilities

• Meet with clients to assess financial goals and develop personalized plans.
• Provide guidance on investments, insurance, and retirement strategies.
• Maintain strong client relationships and deliver exceptional service.
• Grow the client base through proactive outreach.

Skills

Finance experience

Financial services

Customer service

Communication

Analytical thinking

Problem solving

Education

Bachelor's degree in Finance/Business/Economics

Job description

Northwestern Mutual is a leading financial services organization with a commitment to long-term financial security. With over $265 billion in assets under management and $1.8 trillion in life insurance protection, we provide personalized financial planning and products, including life insurance, disability income insurance, annuities, investments, and advisory services. Serving over 4.5 million clients nationwide, we take pride in fostering diversity and supporting our network of advisors and employees from our corporate offices in Milwaukee and New York. Join us in shaping the future of financial security and creating lasting impact through our people-first approach.

Role Description

We are seeking an entrepreneurial minded individual interested in a full-time Financial Services Representative, on-site role in Murfreesboro, TN. In this position, you will work closely with clients to develop personalized financial plans that encompass a range of services, including investments, insurance, and retirement strategies. Your day-to-day responsibilities will include meeting with clients to assess their financial goals, providing guidance on financial products, and maintaining strong relationships. You will also actively contribute to growing the client base and ensuring exceptional customer service throughout the process.

Qualifications

• Experience in Finance and expertise in Financial Services to assist clients with informed financial decision-making.
• Knowledge of Investments and Insurance to provide effective portfolio management and coverage recommendations.
• Strong Customer Service skills and the ability to build long-term relationships with clients.
• Excellent communication, analytical, and problem-solving skills.
• Relevant certifications or licenses in the financial industry are a plus.
• Bachelor’s degree in Finance, Business, Economics, or a related field preferred.