Financial Representative jobs in Stamford, CT
Recently Added Financial Representative jobs
Financial Representative
- Northwestern Mutual – NYC
-
Norwalk, CT
FULL_TIME
- Company DescriptionNorthwestern Mutual, one of the “World’s Most Admired” companies according to FORTUNE® magazine, has helped clients achieve financial security for more than 157 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services.Our Northwestern Mutual offices in the Greater New York area rapidly expanding and currently seeking energetic financial sales representatives to continue our ambitious growth plan serving the Greater NYC, Fairfield County Connecticut, Northern New Jersey and Long Island areas. Northwestern ranks #114 on Fortune’s 500, was named the “World’s Most Admired” life insurance by FORTUNE magazine, "Best Place to Launch a Career" by BusinessWeek, and recognized as one of the best places to work in America by Glassdoor.com.Job DescriptionAs a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Reps are supported by training programs, mentoring and unlimited access to resources to assist their clients. Representatives are also supported by a network of specialists who together provide guidance on: - Comprehensive Financial Planning - Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Estate Analysis - Retirement Solutions - Business Needs Analysis - Employee & Executive Benefits Responsibilities: - Offer a personalized approach to providing customized solutions tailored to each client’s long term financial goals and objectives. - Provide needs-based analysis to help ensure the client’s needs are met at every life stage, managing financial risk and achieving financial security in the areas of life insurance, disability insurance, long-term care insurance, annuities and investments. - Create a referral based practice to build your clientele. Financial Representative Benefits: Northwestern Mutual is committed to offering a comprehensive benefit program: - Top-Ranked Training Program - Competitive Benefits Package - Leadership Opportunities - Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC) - Personalized Mentorship from Top Advisors and Industry Leaders - Unlimited Earning Potential Qualifications Preferred Qualifications: - Bachelor’s degree from a four-year institution or served or is serving in the armed forces. - Strong interpersonal and networking skills - Self-starter and highly motivated - 2 years of client facing experience - History of high achievement demonstrated by rapid growth and consistent, measurable results - Track record of outperforming peers - Ability to develop lasting, meaningful relationships as well as influence others Additional InformationNorthwestern Mutual is annually honored as one of the “World’s Most Admired Companies” in thelife insurance industry according to FORTUNE Magazine’s annual survey. Since 1983, FORTUNEmagazine has surveyed industry executives and analysts 38 times to identify the companies that areamong the “Most Admired” in their industry, 38 times, Northwestern Mutual has earned thatdistinction. Northwestern Mutual is annually ranked as one of the “50 Best Companies to Sell For” by SellingPower Magazine and recognizes as the best company to sell for in the financial services industry. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch aCareer”. Northwestern Mutual named “Best Places to Work” by Glassdoor.com (Ranking #1 in our industry). Ranking organizations that excel at training and leadership development, Training magazine rankedNorthwestern Mutual among its “Training Top 125”. Ranked among the Top 10 independent broker-dealers as measured by total revenues by theleading investment industry publications: Investment News; Financial Advisor magazine; FinancialPlanning magazine; Investment Advisor magazine.All your information will be kept confidential according to EEO guidelines.
- 1 Month Ago
Junior representative
- Creative Financial Staffing
-
Norwalk, CT
FULL_TIME
- Role : Junior Business Development Representative Why Join Our Company? Join a dynamic team that has successfully placed over 100 skilled professionals in accounting, finance, and HR roles over the pa...
- 3 Days Ago
Sales Representative - Remote
- UniTrust Financial Group
-
Stamford, CT
FULL_TIME
- Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a leading provider of financial planning and insurance services. We are currently...
- Just Posted
Sales Representative - Remote
- UniTrust Financial Group
-
Norwalk, CT
FULL_TIME
- Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a leading provider of financial planning and insurance services. We are currently...
- 14 Days Ago
Financial service representative
- Mediabistro
-
Greenwich, CT
FULL_TIME
- Job Description : Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you ll have dedicated time to focus on growth and career...
- Just Posted
Financial Representative **Training Provided
- Northwestern Mutual
-
Norwalk, CT
FULL_TIME
- Join our Financial Planning team!**Our Norwalk, CT firm is seeking professionals to join our growing practice. Our representatives strive to understand their clients' goals and dreams in order to deve...
- 1 Month Ago
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0 Financial Representative jobs found in Stamford, CT area
Financial Advisor's Assistant
- Lead Advisor
-
Stamford, CT
- The role of the Financial Advisor's Assistant is to provide all aspects of risk product sales support to new financial r...
- 4/26/2024 12:00:00 AM
Financial Representative
- Northwestern Mutual
-
New Haven, CT
- Overview: As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry le...
- 4/26/2024 12:00:00 AM
Financial Advisor Development Program
- Northwestern Mutual
-
Norwalk, CT
- FINANCIAL ADVISOR DEVELOPNENT PROGRAM: What is the program? Outstanding graduating seniors will be given an opportunity ...
- 4/25/2024 12:00:00 AM
Senior Internal Wholesaler
- Social Capital Resources
-
New York, NY
- Top-Tier Investment Manager in Midtown is looking for multiple Internal Wholesalers! Responsibilities: Work with Regiona...
- 4/25/2024 12:00:00 AM
Financial Advisor Development Program
- Northwestern Mutual
-
Norwalk, CT
- FINANCIAL ADVISOR DEVELOPNENT PROGRAM: What is the program? • Outstanding graduating seniors will be given an opportunit...
- 4/23/2024 12:00:00 AM
Registration/Financial Rep
- St. Joseph?s Health
-
Paterson, NJ
- Overview: St. Josephs Healthcare System is recognized for the expertise and compassion of its highly skilled and respons...
- 4/23/2024 12:00:00 AM
Financial Planner
- Northwestern Mutual
-
Farmingdale, NY
- About Us: Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through...
- 4/23/2024 12:00:00 AM
Financial Planner
- Northwestern Mutual
-
Farmingdale, NY
- About Us: Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through...
- 4/22/2024 12:00:00 AM
About Stamford, Connecticut
Stamford (/ˈstæmfərd/) is a city in Fairfield County, Connecticut, United States. According to the 2010 census, the population of the city is 122,643. As of 2017, according to the Census Bureau, the population of Stamford had risen to 131,000, making it the third-largest city in the state (behind Bridgeport and New Haven) and the seventh-largest city in New England. Approximately 30 miles (50 kilometers) from Manhattan, Stamford is in the Bridgeport-Stamford-Norwalk Metro area which is a part of the Greater New York metropolitan area.
Stamford is home to four Fortune 500 Companies, nine Fort...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Representative jobs
$56,258 to $80,397
Stamford, Connecticut area prices
were up 1.7% from a year ago
were up 1.7% from a year ago
What does a Financial Representative do?
Financial Representative in Des Moines, IA
Review, verify and/or identify customer transactions to detect/prevent financial crimes activity, policy violations and suspicious situations in order to mitigate losses.
February 16, 2023
Financial Representative
Performs other duties as the supervisor may, from time to time, deem necessary.
October 14, 2022
Assist customers with account maintenance including printing temporary checks, accepting check orders, processing stop payments, accepting customer information (CIF) changes, transferring funds, etc.
November 30, 2022
Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.
January 14, 2023
Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT.
February 13, 2023
Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
March 22, 2023
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
April 16, 2023
Participates in staff development programs, in support of the Credit Union's commitment to continuous improvement in sales, service, quality and teamwork.
May 13, 2023
Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual will operate honestly, fairly and efficiently.
May 15, 2023