Financial Advisor - Fortune 90 Company- CFP Opportunity Job at Northwestern Mutual Chicagoland

Northwestern Mutual Chicagoland Downers Grove, IL 60515

$88,000 - $130,000 a year

The Goal

Northwestern Mutual Chicagoland ( Schaumburg, River North Chicago, Naperville and Downers Grove) is here for what’s most important—helping families and businesses achieve financial security for over 165 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.

With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services.

We are strong supporters of our financial workforce nationwide as well as our home office professionals in Milwaukee, WI. We’re continuing to grow, and we believe diversity makes us stronger as we help shape the future of financial security.

The Company

Recent Awards and Accolades:
FORTUNE® 92 (FORTUNE® 100)
One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine)
Best Places to Work #67 (Glassdoor)
Highest Rated CEO's (Glassdoor)
Top Companies for Women Technologists – Leadership Index (AnitaB.Org)
Best Places to Work – 100% Corporate Equality Index (Human Rights Campaign)
Vault 2017 #2 Financial Services Internship, Top 10 Overall (Vault Guide to Internships)

· File new statements, account forms and other insurance/investment-related materials

· Scheduled follow-up appointments to build client reports and generate new business.

· Take/ make telephone calls and direct them as appropriate.

· Cient/prospect meetings to build new business

· Contact clients to set up follow-up meetings

· Maintain current client information for all product lines

The Qualifications

· Excellent oral and written communication skills

· Familiarity with Microsoft applications and data entry and information retrieval software

· Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines

· Strong attention to detail with the ability to work with a high degree of accuracy

· Ability to work in a fast-paced environment

· Ability to work both independently and on a team

· Ability to maintain confidentiality

· Continue insurance education through schools, academies, licenses, registrations and designations

Job Type: Full-time

Pay: $88,000.00 - $130,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • 8 hour shift

Supplemental pay types:

  • Bonus pay
  • Commission pay

Ability to commute/relocate:

  • Downers Grove, IL 60515: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Financial concepts: 1 year (Preferred)

Work Location: In person




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