Northwestern Mutual - Puget Sound

ProducifyX; Seattle (WA); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Professional development programs

Competitive compensation structure

Comprehensive support from a planning team

Flexibility in scheduling

Opportunity to impact clients' financial success

Job summary

ProducifyX in Seattle, Washington, is seeking a Financial Consultant to engage with clients, develop comprehensive financial plans, and recommend insurance solutions. The ideal candidate will possess a bachelor's degree, strong interpersonal skills, and a commitment to client success. This role offers professional development, competitive compensation, and the flexibility to create a work schedule that fits personal goals. Join us to make a lasting impact in your community toward financial security and success.

Qualifications

• A bachelor's degree is required.
• Experience in financial services or business development is a plus.
• Strong interpersonal and communication skills are essential.
• Analytical thinking and trust-building skills are needed.

Responsibilities

• Engage with clients to understand their financial goals.
• Develop comprehensive financial plans including investments and insurance.
• Recommend insurance strategies to protect client assets.
• Monitor and adjust clients' financial plans as needed.
• Build a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client relationship building

Education

Bachelor's degree

Job description

Key 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.

Qualifications

• Education: A bachelor's degree.
• 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).

Benefits

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.