Financial Sales Representative jobs in United States
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Northwestern Mutual · 1 day ago

Financial Sales Representative

positionAppleton, WI
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Northwestern Mutual is a leader in the financial services industry, recognized for its commitment to helping clients achieve financial success. As a Financial Sales Representative, you will build lasting relationships with clients and assist them in reaching their financial goals through personalized planning and management.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Jenna Woodworth
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Responsibilities

Conduct research and analysis to identify investment opportunities
Assist clients with corporate accounting and tax planning
Collaborate with public accounting firms to ensure compliance with financial regulations
Manage investment portfolios for clients, making strategic decisions to maximize returns
Generate sales leads and build relationships with potential clients
Oversee cash management activities, including monitoring cash flows and optimizing liquidity
Utilize customer relationship management (CRM) systems to track client interactions and maintain accurate records

Qualification

Financial analysisInvestment managementSales experienceCash management strategiesCustomer relationship managementEntrepreneurial mindsetCommunicationTime managementSelf-starter

Required

Self-motivated and driven individual
Ability to build long lasting relationships with clients
Conduct research and analysis to identify investment opportunities
Assist clients with corporate accounting and tax planning
Collaborate with public accounting firms to ensure compliance with financial regulations
Manage investment portfolios for clients, making strategic decisions to maximize returns
Generate sales leads and build relationships with potential clients
Oversee cash management activities, including monitoring cash flows and optimizing liquidity
Utilize customer relationship management (CRM) systems to track client interactions and maintain accurate records

Preferred

Prior sales or fundraising experience
Familiarity with cash management strategies, financial analysis, or investment management
Excellent communication techniques
Self-starter and an entrepreneurial mindset
Excellent time management skill

Benefits

Health
Dental
Vision
Pension options

Company

Northwestern Mutual

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Glassdoor3.9
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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

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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Recent News

Arkansas Business — Business News, Real Estate, Law, Construction
Stone Bank, Washington Regional, UAMS Announce Hires & Promotions (Movers & Shakers)
2026-01-12
PR Newswire
Northwestern Mutual Breaks Company Record on Forbes' Latest List of Nation's Top Wealth Management Teams
2026-01-09
PR Newswire
Top Ratings Agencies Award Northwestern Mutual Highest-Available Financial Strength Designations for 35th Consecutive Year
2026-01-01
Company data provided by crunchbase