Financial Representative
Northwestern Mutual
full-time
Posted on:
Location Type: Hybrid
Location: Fort Collins • Colorado • Wyoming • United States
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Salary
💰 $65,000 - $85,000 per year
Job Level
About the role
- Engage with clients to understand their financial goals, aspirations, and concerns
- Develop comprehensive financial plans that include investments, insurance, and retirement
- Recommend and implement insurance strategies to protect clients' assets and income
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances
- Build and maintain a network of clients through referrals, community involvement, and professional associations
Requirements
- A bachelor's degree is preferred, but not required
- Previous experience in financial services, insurance or business development is beneficial but not required
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial planninginvestment strategiesinsurance strategiesretirement planninganalytical thinking
Soft Skills
interpersonal skillscommunication skillstrust buildingrapport building
Certifications
Series 6Series 63state insurance licenses