Financial Representative (Lee's Summit, MO)
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.
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.