Financial Representative at Northwestern Mutual in Boca Raton, Florida

Posted in Other 4 days ago.

Type: full-time





Job Description:

Company Description

Northwestern Mutual is a fortune 100 company that has been helping families and businesses achieve financial security for over 160 years through personalized insurance and investment solutions. With over $265.0 billion in assets managed and $28.1 billion in revenues, we provide a holistic approach to financial planning, insurance, and wealth management services. Our commitment to diversity and professional development makes us a top choice for financial professionals nationwide. Join us in shaping the future of financial security.

Role Description

This is primarily a full-time on-site role with remote options throughout the week for a Financial Representative located in Boca Raton, FL (10 minutes from Mizner Park and Florida Atlantic University). The Financial Representative will be responsible for providing financial planning, insurance, retirement planning, and investment services to clients on a day-to-day basis. Paid on-site 2-week training and reimbursement for licenses and study material provided for hired representative.

Qualifications
  • Strong relationship building
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
  • 2-15 Insurance, SIE, Series 6 and Series 63 preferred but not required
  • Associate's degree in any field

Benefits
  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Short- and Long-Term Disability
  • Deferred Compensation Plan
  • Defined Pension Plan

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