Financial Representative Career Changer
$64,000–$85,000 year
Remote · Williamsville, New York, United States
Job Summary
Financial Representative at Northwestern Mutual – a career changer role focused on helping individuals and businesses achieve financial goals through personalized insurance solutions and comprehensive financial planning. Responsibilities include client consultations to understand goals, developing plans that integrate investments, insurance, and retirement strategies, recommending and implementing insurance solutions, providing ongoing support and plan adjustments, and building a network of clients through referrals and community involvement. The role emphasizes relationship-building, mentorship, and a commitment to community impact, with flexible work-from-home options and sponsorship for licensing and professional development.
Required Qualifications
- Bachelor's degree preferred
- Licenses: Series 6, Series 63, and state insurance licenses (training and sponsorship available)
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
Desired Qualifications
- Bachelor's degree preferred
- Licenses: Series 6, Series 63, and state insurance licenses (training and sponsorship available)
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
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