Financial Representative
2 weeks ago
Are you an accomplished communicator with strong verbal and written skills with prior sales and/or business experience? Do you have the drive to make an impact, connect, and build a business? Are you currently located within commuting distance of Ormond Beach, Gainesville, Ocala, or St. Augustine, FL? (** Must be located in the area or planning to move here imminently to be considered**) We would love the opportunity to connect This career has uncapped earning potential with average advisors making between $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years.
- Planning Experience
- Asset & Income Protection
- Education Funding
- Investment & Advisory Services
- Trust Services
- Retirement Solutions
- Business Needs Analysis
Our Work: We believe our financial planning experience represents some of the most important work anyone can endeavor to do. Our approach to planning implementation and development of a long-term relationship with clients is crucial. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. There is an epidemic of financial ignorance, procrastination, and poor judgment in America. We are on a collective mission to solve this problem one new client at a time.
As a Financial Representative, you have the opportunity to:
- Build—You will spend your days acquiring clientele by growing relationships with your network, and delivering financial solutions with help from our industry-leading training, mentors, and products. With this help, you will develop knowledge of Northwestern Mutual financial products and market trends.
- Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
- Influence— Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
- Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs.
Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.
Our People: At its very core, our firm is based on encouraging each other to be authentic, genuine, and caring. We never take ourselves too seriously, and we love to laugh and have fun We challenge and inspire everyone to become the absolute best version of themselves. That journey entails developing a deep understanding of who you are and who you desire to become.
You could be right for this opportunity if you have:
- 4-year College Degree; 4 Years Active-Duty Military; or equivalent professional work experience
- High motivation and self-starter personality
- A history of success; personally or professionally in relationship-building or client-facing roles
- Entrepreneurial spirit and ambitions
- Strong interpersonal & networking skills
- Excellent time and priority management
- Desire for continuous learning and collaboration
- Proficient critical thinking and communication competencies
Why Join Northwestern Mutual:
- FORTUNE 100 company & FORTUNE World’s Most Admired Companies (2023)
- Forbes’ Best Employers for Diversity (2018-2023)
- Top 10 US Independent Broker-Dealers - measured by total revenues by leading investment industry publications. $257 billion retail investment client assets held or managed by Northwestern Mutual
- #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
- Best Place to Work for LGBTQ+ & Equality 100 Award - Human Rights Campaign Corporate Equality Index (2015-2023)
- Training Magazine ranked NM among its Training Top 125, as an organization that excels at training and leadership development
- Selling Power Magazine has ranked NM as one of the 50 Best Companies to Sell For for fifteen consecutive years, and the best company to sell for in the financial services industry
Compensation & Benefits:
- Performance-based earnings and revenue (average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years)
- Additional income structure to support training and early development
- Renewal income earned for continued client support and policy management
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
- NM-Funded Retirement Package and Pension Plan
- Competitive and comprehensive medical, vision, and dental plans
- Group Life Insurance and Disability Income Insurance
- Mat
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