College Financial Representative at Northwestern Mutual College Financial Representative at Northwestern Mutual in Findlay, Ohio Posted in 2 days ago.

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full-time Company Description Northwestern Mutual is a leading financial services organization dedicated to helping clients achieve long-term financial security through people-first planning. With significant assets under management and a broad portfolio of life, disability income, and long-term care insurance, annuities, brokerage, advisory, trust, and portfolio management solutions, the company serves millions of clients across the United States. Northwestern Mutual supports a growing network of financial advisors nationwide, along with corporate teams based in Milwaukee and New York. The company values diversity as a driver of strength and innovation in shaping the future of financial security. Financial representatives and interns work as independent contractors, partnering with Northwestern Mutual to deliver high-quality financial guidance. Role Description The College Financial Representative role is a full-time, on-site position based in Findlay, OH. In this role, the representative works directly with clients to understand their current financial situations, clarify goals, and develop personalized financial plans. Daily activities include meeting with prospects and clients, explaining insurance and investment solutions, and recommending strategies for retirement planning, wealth accumulation, and risk management. The representative is responsible for building and maintaining a client portfolio, conducting ongoing reviews, and coordinating with experienced advisors and specialists when needed. Additional responsibilities include prospecting, networking within the community, following compliance guidelines, and continuously developing financial knowledge and professional skills. Qualifications Strong foundation in Financial Planning and Retirement Planning to help clients set and pursue long-term goals. Knowledge of Insurance solutions, including life and disability products, to support risk management strategies. Understanding of Finance and Investments to explain and implement appropriate wealth-building strategies. Effective communication, interpersonal, and presentation skills for client-facing interactions. Self-motivated, goal-oriented approach with the ability to manage time, prioritize tasks, and build a client network. Bachelor's degree in Finance, Business, Economics, or related field (or working toward completion) preferred. Ability to work on-site in Findlay, OH, and willingness to obtain applicable state licenses and registrations.