Associate Financial Representative

Associate Financial Representative

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.

Additional Info

Education Level : Associate Degree, Bachelors Degree

Experience Level : Not Applicable

Job Function : Finance, General, Sales, Administrative

Job Description : 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.

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