Entry-Level Financial Representative
$74,000–$100,000 year
Remote · Manhattan Beach, California, United States
Job Summary
As an Entry-Level Financial Representative at Northwestern Mutual, you will join a team focused on helping individuals and businesses achieve financial goals through personalized insurance solutions and financial planning. Responsibilities include client consultations to understand goals, developing comprehensive financial plans (investments, insurance, retirement), recommending and implementing insurance strategies, providing ongoing support and plan updates, and networking to grow a client base. The role emphasizes mentorship, professional development, and a flexible schedule with work-from-home options. A bachelor’s degree is preferred, with sponsorship available for required licenses (Series 6, Series 63, and state licenses).
Required Qualifications
- Bachelor's degree preferred
- Licenses: Series 6, Series 63, and state insurance licenses (training and sponsorship available)
- Experience in financial services or business development beneficial but not required
- Strong interpersonal and communication skills
- Ability to build trust and rapport with clients
- Networking and relationship-building
Desired Qualifications
- Bachelor's degree preferred
- Licenses: Series 6, Series 63, state insurance licenses (training and sponsorship available)
- Experience in financial services or business development beneficial but not required
- Strong interpersonal and communication skills
- Ability to build trust and rapport with clients
- Networking and relationship-building
- Flexible work-from-home options
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