Financial Advisor

Company Name:
Northwestern Mutual
Complete continuing finance education, licensing requirements and sales training
Consult clients/prospects and effectively communicates on insurance products and investment concepts based on their financial and investment objectives and delivers personalized investment advice to help clients achieve their financial goals
Balance management of referral activities and customer follow-ups
Successfully obtain Producer Life, Accident & Health (sponsored)
Successfully complete the required Series 6 & 63 licenses (sponsored)
Effectively source business prospects and employ client acquisition techniques
Attends ongoing product training sessions, as well as Branch, District and Regional and meetings.
Completes required continuing education requirements

Don't Be Fooled

The fraudster will send a check to the victim who has accepted a job. The check can be for multiple reasons such as signing bonus, supplies, etc. The victim will be instructed to deposit the check and use the money for any of these reasons and then instructed to send the remaining funds to the fraudster. The check will bounce and the victim is left responsible.