Regional Vice President - Individual Annuity
Securian Financial Group65,500 - 125,000 USD/year
- Full Time
- Junior (1 to 2 years)
$60,000 – $80,000Compensation
Mid-level (3 to 4 years), Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, InsuranceIndustries
Requirements
Candidates must possess a Bachelor's degree in business, finance, economics, or a related field, or equivalent experience, and have at least three years of experience in financial services. They should be eligible to obtain the FINRA Series 7 license within six months of employment and demonstrate progress towards a professional certification such as CLU, ChFC, CFA, CFP, or CPA. Strong organizational and follow-through skills, attention to detail, and the ability to learn technical details of investment programs are also required.
Responsibilities
The Investment Products Senior Specialist will assist with the management of investment products, including design and implementation, promotion strategies, and day-to-day product line management to advance sales and servicing. They will be responsible for maintaining existing platforms/products, supporting implementation of new products, updating reports, and researching competitive product design. Furthermore, they will learn about product profitability, coordinate efforts with various experts, understand and demonstrate regulatory compliance, and support ongoing product evolution.
Skills
FINRA Series 7
CLU
ChFC
CFA
CFP
CPA
Investment Products
Product Management
Sales
Servicing
Regulatory Compliance
Financial Services
Northwestern Mutual
Provides financial security services, and wealth management
About Northwestern Mutual
Northwestern Mutual offers personalized financial planning, life insurance, and investment services, leveraging leading-edge technology to manage over $125 billion in client assets for more than 4.5 million clients.
Key Metrics
Milwaukee, WisconsinHeadquarters
1856Year Founded
N/ACompany Stage
Consulting, Fintech, Financial ServicesIndustries
10,001+Employees