Financial Sales Representative jobs in United States
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Northwestern Mutual ยท 10 hours ago

Financial Sales Representative

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. They are seeking a Financial Sales Representative who will handle tasks related to finance, communication, customer service, sales, and financial services.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Finance and Financial Services skills or desire to learn
Strong Communication and Customer Service skills
Sales skills
Excellent interpersonal skills and ability to build relationships
Knowledge of financial products and services or desire to learn
Ability to analyze and understand financial data
Previous experience in financial services or sales is a plus

Qualification

Finance skillsSales skillsFinancial products knowledgeCustomer service skillsAnalyze financial dataPrevious experience in financial servicesCommunication skillsInterpersonal skills

Required

Finance and Financial Services skills or desire to learn
Strong Communication and Customer Service skills
Sales skills
Excellent interpersonal skills and ability to build relationships
Knowledge of financial products and services or desire to learn
Ability to analyze and understand financial data

Preferred

Previous experience in financial services or sales is a plus
Bachelor's degree in Finance, Business, Economics, or related field preferred but not mandatory

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase