More jobs:
Financial Representative
Job in
Leawood, Johnson County, Kansas, 66206, USA
Listed on 2026-08-11
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-08-11
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
Looking for a motivated Financial Representative to help clients achieve their financial goals through personalized financial guidance and exceptional service.
Responsibilities
- Assess clients' financial needs and goals.
- Recommend appropriate financial products and strategies.
- Build and maintain strong client relationships.
- Generate new business through referrals and networking.
- Ensure compliance with company and industry standards.
Qualifications
- Strong communication and interpersonal skills.
- Sales or customer service experience preferred.
- Knowledge of financial products and planning concepts.
- Strong organizational and problem-solving abilities.
- Relevant licenses or certifications are a plus.
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