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Financial Representative

3 months ago


Fresno, California, United States Empire Growth Partners Northwestern Mutual Full time
Financial Representative

As a Financial Representative at Northwestern Mutual - Fresno, you have the exciting role of guiding clients towards a worry-free financial future. With top-notch training, mentors, and product offerings, you'll be equipped to excel in this dynamic field. Hard work truly pays off in this rewarding career opportunity.

Our extensive training program is designed to empower both seasoned and novice financial professionals with the knowledge and skills essential for success in the industry. With the guidance of mentors and leaders nationwide, you'll have access to valuable resources to enhance your expertise in various financial areas, including:

  • Planning Experience
  • Asset & Income Protection
  • Education Funding
  • Investment & Advisory Services
  • Trust Services
  • Retirement Solutions
  • Business Needs Analysis
What You'll Do:
  1. Build relationships and expand your client base by leveraging your network and staying informed about financial products and market trends.
  2. Educate clients with insights gained from ongoing training and development opportunities. Utilize cutting-edge technology and tools to illustrate potential financial plans effectively.
  3. Influence clients by presenting them with valuable opportunities for growth and security, guiding them towards informed decisions.
  4. Own your professional growth by managing your business efficiently, mastering your skills, and potentially leading a team. Continuously review and enhance client financial plans to provide optimal advice tailored to their needs.

At Northwestern Mutual, we offer diverse paths for you to expand and evolve your practice, whether through specialization, leadership roles, or team collaboration, aligning with your unique goals and aspirations.

Compensation & Benefits:
  • Performance-based earnings ranging from $70K to $250K annually in the initial years
  • Special income structures to support your training and development initiatives
  • Renewal income for ongoing client support and policy management
  • Rich bonus programs and allowances for expenses
  • Comprehensive support for licensing, certifications, and further education
  • Attractive retirement packages and insurance plans
  • Medical, vision, and dental coverage
  • Life and Disability Income Insurance
  • Family-friendly parental benefits
Qualifications:
  • 4-year degree or equivalent work experience
  • Entrepreneurial mindset
  • Proven success in client relations or similar roles
  • Strong time-management skills
  • Passion for continuous learning and teamwork
  • Excellent critical thinking and communication abilities
  • Eligibility to work in the US without sponsorship
About Us

For over 165 years, we have been dedicated to helping individuals achieve financial security through innovative planning solutions. Our blend of expert guidance and cutting-edge technology ensures that our clients stay on the right financial track, meeting their goals effectively. With a focus on inclusivity, diversity, and community, we strive to create a work environment that values and embraces the unique perspectives of every team member.

Join Northwestern Mutual, a renowned industry leader known for its unparalleled financial strength and commitment to client well-being. Discover a wealth of opportunities to grow your career and shape your future with us.

Why Choose Northwestern Mutual:
  • Fortune 500 company
  • Ranked amongst Forbes' Best Employers for Diversity
  • Recognized as a Top 10 US Independent Broker-Dealer
  • Highly esteemed for Financial Soundness, Quality of Products/Services, and Corporate Assets
  • Champion of LGBTQ+ Equality in the workplace
  • Over $250 billion in retail investment client assets under management

Northwestern Mutual stands as a pillar of strength in the financial services sector, dedicated to serving clients with integrity and excellence. Embrace this opportunity to grow professionally, shape your career, and make a lasting impact in the lives of others.