Consultative Sales (Training Provided) Career Changers Encouraged to Apply
Northwestern Mutual is seeking a financial adviser to provide clients with financial guidance and recommendations on money management. The role involves assessing clients' financial needs, designing strategies, and cultivating client relationships to drive sales of financial products.
Responsibilities
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess client’s overall financial picture, understand their needs and develop a solid financial plan
- Guide clients towards a profitable and secure financial decision
- Cultivate client base and build win-win relationships
- Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc to meet sales quotas
- Keep abreast of new industry’s trends and research market to back up financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profits
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers and other professionals
Skills
- Proven working experience as a financial adviser, controller, planner, specialist or relevant experience
- Track record of successful financial guidance
- Ability to analyse market's financial data and to provide appropriate data-based advice
- Strong communication, negotiation and presentation skills
- Accuracy, attention to detail and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
- BS degree in Finance or related field
- Bachelor's (Required)
- Ability to Commute: Woburn, MA 01801
- Ability to Relocate: Woburn, MA 01801: Relocate before starting work
Benefits
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
Company Overview