On-Site Financial Services Advisor: Investments & Insurance

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 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.