Financial Representative

3 weeks ago

Sarasota, United States Northwestern Mutual Full time

Are you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact?

As a Financial Representative with Northwestern Mutual, you will build long-lasting client relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives.

We are actively seeking new Financial Representatives over the remainder of this year to join our rapidly growing Sarasota-Manatee office in Sarasota, FL. Strong applicants will have exceptional interpersonal skills and a history of personal/professional success with a strong desire for additional growth. Through a distinctive, whole-picture planning approach, Northwestern Mutual Financial Advisors/Financial Representatives combine their expertise with a personalized digital experience to help their clients navigate their financial lives every day through a wide range of financial planning services including:

  • Retirement Planning
  • Insurance Planning
  • Investment Advisory Services
  • Education Funding
  • Business Planning
  • Estate Planning
  • Fee-Based Financial Planning

A list of our products and services is provided at www.northwesternmutual.com. We welcome you to learn more about this exciting career path at www.northwesternmutual.com/financial-representative-careers/Our advisor support services help you to focus on your clients and enhance the productivity of your practice by providing:

  • Formal training and ongoing development via mentors and product specialists
  • Comprehensive personal and business planning analysis tools
  • Insurance and investment operations team
  • Product sales support and client servicing
  • Aggregated client account software

Preferred qualifications include, but are not limited to:

  • Bachelor's degree
  • Strong interpersonal, networking, and prospecting skills
  • Self-starter and highly motivated
  • History of high achievement demonstrated by rapid growth and consistent, measurable results
  • Track record of peer outperformance in client-facing roles
  • Ability to develop lasting, meaningful relationships as well as influence others
  • Prior sales and/or business experience, preferred

We welcome career changers. Let us help you translate your skill set into a meaningful career with us. Background aspects that translate naturally include:

  • Financial management, insurance, and financial services
  • Executive leadership
  • Community influencers
  • Former college and professional athletes
  • Military background

Career Benefits:

  • Uncapped income potential
  • Comprehensive medical coverage, as well as dental and vision
  • Two company-funded retirement plans
  • Sponsorship and training for licenses and professional designations (Florida Life, Health, & Annuities (2-15), SIE, Series 6, Series 66/63)
  • Group life and disability income insurance
  • Leadership Opportunities

Ability to commute/relocate:

  • Sarasota, FL 34232: Reliably commute or planning to relocate before starting work (Required)

License/Certification:

  • Driver's License (Required)

Work Location: In person; all incoming employees hired for this office are required to be in the office at our Sarasota-Manatee location during the first year while undergoing training and licensing.


Job Type: Full-time


Benefits:

  • Dental Insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Retirement plan
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Industry

  • Financial Services

  • Financial Representative

    1 month ago

    Sarasota, United States Modern Woodmen of America Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset – approaches professional situations with persistence, hard work,...

  • Financial Representative

    2 weeks ago

    Sarasota, United States Modern Woodmen of America Full time

    The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. About you Entrepreneurial mindset – approaches professional situations with persistence, hard work,...

  • Sales Development Representative

    3 weeks ago

    Sarasota, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Sales Development Representative

    1 week ago

    Sarasota, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...

  • Insurance Sales Representatives

    3 weeks ago

    Sarasota, United States Amg Insurance & Financial Services, Inc. Full time

    Job DescriptionJob DescriptionAt AMG Insurance & Financial Services, Inc., we're more than just an insurance agency we're a family. With two decades of experience serving the Sarasota community, we take pride in our local roots and commitment to providing personalized guidance to our clients. Our culture revolves around teamwork, fun, and support,...

  • Insurance Sales Representatives

    2 weeks ago

    Sarasota, United States Amg Insurance & Financial Services, Inc. Full time

    Job DescriptionJob DescriptionAt AMG Insurance & Financial Services, Inc., we're more than just an insurance agency we're a family. With two decades of experience serving the Sarasota community, we take pride in our local roots and commitment to providing personalized guidance to our clients. Our culture revolves around teamwork, fun, and support,...

  • Insurance Customer Service Representative

    2 weeks ago

    Sarasota, United States Amg Insurance & Financial Services, Inc. Full time

    Job DescriptionJob DescriptionJoin the AMG Insurance & Financial Services, Inc. family, where we've proudly served the Sarasota community for two decades. As a local agency deeply rooted in the area, we prioritize educating and advising our clients, ensuring they receive the personalized service they deserve. Our culture revolves around teamwork, fun,...

  • Insurance Customer Service Representative

    3 weeks ago

    Sarasota, United States Amg Insurance & Financial Services, Inc. Full time

    Job DescriptionJob DescriptionJoin the AMG Insurance & Financial Services, Inc. family, where we've proudly served the Sarasota community for two decades. As a local agency deeply rooted in the area, we prioritize educating and advising our clients, ensuring they receive the personalized service they deserve. Our culture revolves around teamwork, fun,...

  • Financial Planner

    1 month ago

    Sarasota, United States Emigrant Bank Full time

    Position: Financial Planner Department: Sarasota Private Trust Company Reports To: Chief Executive Officer Employment Status: Full-Time, Exempt Office Location: Sarasota, FL Job Summary Oversee the daily business and affairs of insurance accounts at Sarasota Private Trust Company. Duties include the administration of insurance business and providing timely...

  • Financial Services Professional

    3 weeks ago

    Sarasota, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Sarasota, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

  • Financial Services Professional

    2 days ago

    Sarasota, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Sarasota, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If...

  • Financial Services Professional

    3 weeks ago

    Sarasota, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Sarasota, FL, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you...

  • Chief Financial Officer

    3 weeks ago

    Sarasota, United States Fyzical Full time

    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Full-Time Sarasota, FL, US 30+ days ago Requisition ID: 1584 Why Join FYZICAL at our headquarters location in sunny Sarasota, Florida? FYZICAL is a forward-thinking healthcare organization that...

  • Financial Center Assistant Manager I

    1 month ago

    Sarasota, United States Liberty Savings Bank FSB Full time

    Works with Financial Center Sales Manager to meet/exceed sales goals, provide leadership and guidance to personnel to ensure successful daily operations of the financial center while working alongside the Customer Service Representatives; opening new Assistant Manager, Financial, Sales Manager, Manager, Customer Service, Operations

  • Outside Sales Representative

    2 weeks ago

    Sarasota, United States Elevated Financial Benefits Full time

    Job DescriptionJob DescriptionOur organization is expanding, and we are looking to hire a Outside Sales Representativein Sarasota and the surrounding area. This position provides the opportunity for rapidincome growth and advancement upon proven proficiency with our system.Who we are:We have built a nationally recognized sales organization headquartered in...

  • Outside Sales Representative

    2 months ago

    Sarasota, United States Elevated Financial Benefits Full time

    Job DescriptionJob DescriptionOur organization is expanding, and we are looking to hire a Outside Sales Representativein Sarasota and the surrounding area. This position provides the opportunity for rapidincome growth and advancement upon proven proficiency with our system.Who we are:We have built a nationally recognized sales organization headquartered in...

  • Outside Sales Representative

    1 week ago

    Sarasota, United States Elevated Financial Benefits Full time

    Job DescriptionJob DescriptionOur organization is expanding, and we are looking to hire a Outside Sales Representativein Sarasota and the surrounding area. This position provides the opportunity for rapidincome growth and advancement upon proven proficiency with our system.Who we are:We have built a nationally recognized sales organization headquartered in...

  • Remote Financial Services Representative

    2 months ago

    Sarasota, United States Chosen Ones Full time

    Job DescriptionJob DescriptionThe position can be fully remote. Great for the stay-at-home career seeker. Full-time traveler friendly!More about the role:No prior experience in financial services is required.All required pre-licensing courses and required state licenses are coveredby my company (Fingerprints required in some states).The desired candidate...

  • Remote Financial Services Representative

    2 weeks ago

    Sarasota, United States Chosen Ones Full time

    Job DescriptionJob DescriptionThe position can be fully remote. Great for the stay-at-home career seeker. Full-time traveler friendly!More about the role:No prior experience in financial services is required.All required pre-licensing courses and required state licenses are coveredby my company (Fingerprints required in some states).The desired candidate...

  • Financial Services Professional

    2 weeks ago

    Sarasota, United States Bankers Life Full time

    Bankers Life , a leading brand in the Financial Services industry, is seeking ambitious individuals to join our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider joining our winning...