Financial Sales Representative

3 weeks ago

New York, United States Northwestern Wealth Management Full time

Do you have a passion for making a difference for in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe you have been thinking about switching career paths and moving into sales?

A sales career with our firm provides money, mission, and mobility and a culture that fosters teamwork and collaboration. Whether you have some sales experience or are new to sales, our firm is here to set you up for success with best-in-class training.

We are seeking individuals who are results-focused, with an entrepreneurial spirit, and exceptional work ethic to prospect, conduct face-to-face cold calls, and enroll new members.

**What’s in it for you**:

- W-2, 100% commission with monthly and quarterly bonuses + full benefits
- $88,147.00 - $101,159.00 typical first year earnings
- Training Pay: $1,000 for the three week training program

**Who we are**:
Here at Northwestern Mutual, we believe in doing the right thing.

To us, the right thing is to make sure our clients won't have to worry about their finances. That they won't have to wonder if the lives they see for themselves, and their families, are possible—they'll know it is. That's because the financial strategies we recommend are based on each client's life and priorities, and every financial plan is specifically designed to help them reach their unique goals.

**What you will be responsible for**:
Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Answer clients' questions about the purposes and details of financial plans and strategies.
- Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
- Prepare or interpret for clients information, such as investment performance reports, financial document summaries, or income projections.
- Inform clients about tax benefits, government rebates, or other financial benefits of alternative-fuel vehicle purchases or energy-efficient home construction, improvements, or remodeling.
- Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
- Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.
- Investigate available investment opportunities to determine compatibility with client financial plans

**Requirements to win in this role**:

- Strong work ethic
- Grit and relentless perseverance
- Self-starter and ability to stick with a structured, proven sales model
- Desire for ongoing learning
- Quick-witted, adaptable, and strategic
- Passion for the success of small business
- Sales experience AND/OR transferrable skills
- Intermediate technical skills

Pay: $88,147.00 - $101,159.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Paid training
- Professional development assistance
- Vision insurance

Compensation package:

- 1099 contract
- Bonus opportunities
- Commission pay
- Uncapped commission
- Yearly bonus

Schedule:

- Monday to Friday

**Education**:

- Associate (preferred)

Ability to Commute:

- New York, NY 10017 (required)

Ability to Relocate:

- New York, NY 10017: Relocate before starting work (required)

Work Location: Hybrid remote in New York, NY 10017

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