Northwestern Mutual helps its policyowners and clients achieve financial security. Through a needs-based process, Northwestern Mutual helps clients determine their financial security needs and then address those needs using a wide range of products and services. For clients seeking personal financial security, or security for their business or estate, Northwestern Mutual and its subsidiaries offer an array of solutions, including permanent and term life insurance, disability insurance, long-term care insurance, annuities, trust services, mutual funds and advisory services.
A Financial Representative with the Northwestern Mutual Financial Network is a Relationship Manager who provides expert guidance and innovative solutions for the planning needs of individuals and businesses. Your job is to understand your clients, their dreams, and their vision in order to ensure that you're bringing them the right advice at the right time.
Through our needs-based process of fact-finding and analysis, you help determine what is right for your clients and ensure that their needs are evaluated from every perspective. You may work with personal clients in areas of Insurance and Investments, Personal Needs Analysis, Education Funding, Retirement or Estate Planning. In addition, you work with your business clients in the areas of Employee Benefit or Business Needs Analysis.
The Financial Representative engages in:
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Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, and executing highly customized solutions to meet the client needs
Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, and executing highly customized solutions to meet the client needs•Recommending insurance and investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences
Recommending insurance and investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences•Developing a book of business in order to meet and exceed the required performance hurdles
Developing a book of business in order to meet and exceed the required performance hurdles•Balancing growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term plan
Balancing growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term plan•Planning and managing resources (time, people, budget) to run a productive practice
Planning and managing resources (time, people, budget) to run a productive practice•Seeking the expertise of specialists, where appropriate, to identify planning insurance and investment strategies for a client
Seeking the expertise of specialists, where appropriate, to identify planning insurance and investment strategies for a client•Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies
Establishing and maintaining relationship with the management team and informing management of any circumstances that require supervisory attention/review/approval as per compliance guidelines and policies•Completing mandated training, assessments, performance goals, and continuing education requirements
Completing mandated training, assessments, performance goals, and continuing education requirementsThe Financial Representative receives:
•The strength and name recognition of Northwestern Mutual
The strength and name recognition of Northwestern Mutual•Paid stipend program that provides new Financial Representatives with income during the initial training and
Paid stipend program that provides new Financial Representatives with income during the initial training and the initial ramp up phase of the position•Reimbursement for all of the licensing costs incurred for insurance and securities licenses
Reimbursement for all of the licensing costs incurred for insurance and securities licenses•World class training throughout the career with Northwestern Mutual
World class training throughout the career with Northwestern Mutual•State of the art software programs to assist in your success
State of the art software programs to assist in your success•Access to a full array of insurance and investment products for your clients
Access to a full array of insurance and investment products for your clients•Coaches and mentors located within the office to work with you towards your success
Coaches and mentors located within the office to work with you towards your successQualifications: BA or BS degree from a four-year institution; strong interpersonal skills; self-motivated and entrepreneurial; history of personal success. Financial Representatives must have at least three years of continuous U.S. residency, hold a permanent resident visa and read, write and speak English fluently.
Job Title:Financial Representative
Financial Representative Location:Mount Laurel, New Jersey
Mount Laurel, New JerseyContact: Stan Dombrowski
Stan DombrowskiDirector of Recruitment and Selection P: (856) 810-3281 F: (856) 810-2716303 Fellowship Road, Suite 110 Mount Laurel, NJ 08054Stanley.Dombrowski@nmfn.comWEB SITES: www.northwesternmutual.com
www.themidatlanticfinancialgroup.com www.facebook.com/northwesternmutual