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Northwestern Mutual

Sells life insurance and financial advice

Financial Advisor

Wealth Management & Financial AdvisoryUpdated on Nov 14
Full-timeCalabasas, CA, USAIn-person

About the Job

Requirements

  • A bachelor's degree is desired.
  • Strong written and verbal communication skills are required.
  • Prior sales and/or business development experience is preferred.
  • A self-starter mindset is preferred.
  • The posting seeks candidates from varied backgrounds, including sales, executive leadership, community influence, financial management, insurance, financial services, athletics, and military service.
  • Sales candidates may have experience in B2B or B2C, or inside or outside sales; eight or more years of experience is mentioned as a background example.

Responsibilities

  • Build and manage client relationships by offering personalized financial solutions to help clients protect assets and grow them for the future.
  • Establish a book of business through organic, sustainable, client-focused growth by building rapport, maintaining communication, and fostering long-term relationships.
  • Develop rapport with clients and foster long-term relationships.
  • Maintain knowledge of Northwestern Mutual financial products and financial market trends.
  • Leverage the team’s expertise to address individual client concerns and needs. The advisor owns a business within the company’s support framework.

Desired Qualifications

  • Prior sales and/or business development experience.
  • A self-starter mindset.

About the Company

Northwestern Mutual

Sells life insurance and financial advice

Northwestern Mutual sells life, disability income and long-term care insurance together with investment advice and wealth management to American families and business owners. It is owned by its policyholders rather than shareholders and has paid them dividends for more than 150 consecutive years. Its financial representatives build a full financial plan for each client and then sell the policies, brokerage accounts and managed portfolios that carry it out. The company earns money from insurance premiums, advisory fees and returns on a large bond and mortgage portfolio. It was founded in 1857 in Janesville, Wisconsin, and moved two years later to Milwaukee, where it is based.

Company size
10,001+
Company stage
Not listed
Total funding
Not listed
Headquarters
Milwaukee, WI
Founded
1857

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