Associate Financial Representative

Associate Financial Representative

Associate to a Financial Representative Begin Your Career with Northwestern Mutual At Northwestern Mutual Financial Representative assistants support their advisors goals and visions to put them on a path to build rewarding practices and relationships with their clients. As you excel in your career, assistants are supported by training programs and educational opportunities to help grow with their advisors practices. The Opportunity Associate Representatives help advisors by providing administrative support and client contact to provide more time for the advisor to meet clients. •Develop rapport with clients and foster long-term relationships. •Be knowledgeable about Northwestern Mutual financial products. •Maintain client databases, financial representative calendars, and follow up on cases in underwriting. •Prepare policies for delivery By Joining Our Team You’ll Have Access To •A training program to help you get started. •Financial support for professional designations and certifications, Series 6 & 63, boosting your career. •The opportunity to design your road map to specialized roles. •A culture that promotes diversity, teamwork, work/life balance, recognition and rewards. Who We Are At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI and its subsidiaries.

Additional Info

Education Level : Associate Degree, Bachelors Degree

Experience Level : Not Applicable

Job Function : Administrative, Customer Service, Finance, General, Sales

Job Description : Associate Representatives help advisors by providing administrative support and client contact to provide more time for the advisor to meet clients.
•Develop rapport with clients and foster long-term relationships.
•Be knowledgeable about Northwestern Mutual financial products.
•Maintain client databases, financial representative calendars, and follow up on cases in underwriting.
•Prepare policies for delivery

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