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Financial Representative (Lee's Summit, MO)

Learn more about Northwestern Mutual
Northwestern Mutual

Northwestern Mutual

Financial Representative (Lee's Summit, MO)

Lee's Summit, MO
Full Time
Paid
  • Responsibilities

    THE OPPORTUNITY:

    • Representatives help clients to achieve and maintain financial security by providing financial advice and matching solutions with clients’ needs and goals.

    • Develop rapport with clients and foster long-term relationships.

    • Be knowledgeable about Northwestern Mutual financial products and financial market trends.

    • Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis.

    • Provide dedicated and focused client experiences.

  • Industry
    Financial Services
  • About Us

    Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.