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Financial Representative

1 month 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 . We welcome you to learn more about this exciting career path at 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