Company Description
Northwestern Mutual has been dedicated to helping families and businesses achieve financial security for over 160 years. Our personalized, holistic approach encompasses both insurance and investments to optimize financial well-being today and for the future. With over 4.5 million clients and trusted management of $265.0 billion in assets, we are a leader in life insurance, retirement planning, and wealth management. Our diverse team, including financial representatives and home office professionals in Milwaukee, WI, is growing nationwide.
Role Description
This is a full-time, on-site role for a Financial Representative located in Reston, VA. The Financial Representative will be responsible for guiding clients through financial planning, providing insurance solutions, and helping clients achieve their long-term financial goals. Daily tasks include consultations with clients to assess their financial needs, developing customized financial plans, and offering advice on investments and retirement planning.
Qualifications
- Knowledge of Insurance and Finance. This education is provided by Northwestern Mutual.
- Proficiency in Investment strategies. This education is provided by Northwestern Mutual.
- Excellent interpersonal and communication skills.
- Ability to build and maintain strong client relationships.