Financial Planner

Employer
Northwestern Mutual -Frederick
Location
Frederick, MD
Posted
Sep 27, 2022
Closes
Oct 10, 2022
Ref
673735840
Function
Accountant, IT
Industry
Insurance
Hours
Full Time
Northwestern Mutual -FrederickWe are seeking ambitious and driven sales professionals to help clients identify their financial needs and provide them with solutions to reach their financial goals. Northwestern Mutual Financial Representatives, stemming from different backgrounds and experiences, build rewarding practices and client relationships. Our Representatives are given the support of the highest quality training, a network of specialists, and mentoring opportunities. As a Financial Representative you'll have the satisfaction of knowing that you are building your own practice by helping their clients protect and grow their financial assets. Additionally, you'll benefit from an unlimited earning potential based on your commitment, time, and effort.As a Representative, you will:Identify client needs and goals to provide a sense of security and safety surrounding their financial life.Develop meaningful long-term mutually beneficial relationships.Gain knowledge about the financial products Northwestern Mutual offers as well as financial market trends.Build, maintain, and continuously grow a portfolio of clients.Provide first-class client experiences.You Will Gain Access To:A world-class training program to help you get started.Ongoing professional training and development throughout your career.Exclusive Northwestern Mutual financial products and solutions.Sponsorship for requisite licenses and certifications.A culture focused on ensuring a healthy work/life balance, collaboration, and diversity as well as recognition and rewards.An unlimited income potential directly tied to productionCareer growth opportunities with management and leadership potential.Benefits, including: Comprehensive Medical Coverage, Retirement Package/ Pension Plan, and Group Life and Disability Income Insurance.Qualifications:MUST live Frederick or surrounding countiesStrong interpersonal and networking skillsExcellent written and communication skillsProfessional appearance and work ethic3-5 years of sales/business or customer service experience preferredSelf-motivated, goal-oriented and enthusiastic presenceAn entrepreneurial spirit/desire to manage your own business and be accountable to your resultsResponsibilities Assess each client's potential life and financial needs to create an individualized financial plan that leverages the products and serves we offer Work with each client to collect personal financial information including status, cash flow, and expectations for documentation in our CRM Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals Identify, seek out, and generate prospects continuously using social media or other marketing tools and create strong relationships with new clients as their trusted advisor Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications Required to effectively network to identify potential new clients Relationship management skills are required Candidates need to be able to communicate complicated concepts and maintain strong principles such as honesty and integrity Someone who builds relationships centered on trust, open communication, and transparencyThe courage and ability to have difficult conversations when neededA commitment to ongoing learning, including staying current on financial news, laws, and the impacts on their clientsSomeone who is proactive and focused on providing excellent customer serviceStrong interpersonal and networking skillsExcellent written and communication skillsProfessional appearance and work ethicSelf-motivated, goal-oriented, and enthusiastic presenceCompensation $80,000 - $100,000 yearly About Northwestern Mutual -FrederickNorthwestern Mutual was named one of the "World's Most Admired Companies" in its industry according to FORTUNE magazine's annual survey, published January 2019. We have been among the leaders in the financial services industry for nearly 165 years and have a proven track record of financial success.