Financial Representative

4 weeks ago


Farmingdale, New York, United States Northwestern Mutual Full time

Overview:

As a Financial Representative at Northwestern Mutual, you will help clients achieve their financial goals through personalized financial planning. With our industry-leading training and resources, you will acquire the skills and knowledge needed to deliver financial solutions and build a successful career.

Our award-winning training program equips you with the education, skill-building, and development strategies necessary to succeed in this role. You will have access to nationwide mentors and leaders, as well as resources to help you gain financial expertise, including:

Key Responsibilities:

  1. Build a client base by growing relationships with your network and developing knowledge of Northwestern Mutual financial products and market trends.
  2. Educate yourself beyond training through sponsored licensing and registration, as well as ongoing development.
  3. Influence clients to protect and prosper through expert perspective, influence, and recommendations.
  4. Take ownership of development and management of the business as you master your craft and build a team.

Compensation and Benefits:

  • Performance-based earnings and revenue (average annual earnings of $70K-$250K).
  • 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.
  • Life Insurance and Disability Income Insurance.
  • Parental benefits at every stage of family planning.

Qualifications:

  • 4-year degree or equivalent professional work experience.
  • Entrepreneurial ambitions.
  • History of success in relationship-building or client-facing roles.
  • Excellent time-management skills.
  • Desire for continuous learning and collaboration.
  • Proficient critical thinking and communication competencies.
  • Legal authorization to work in the US without sponsorship.

About Us:

For over 165 years, Northwestern Mutual has helped clients achieve their financial goals through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies - insurance, investments, and annuities - built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

As a company, we value an inclusive and belonging workplace where everyones unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

Why Join Northwestern Mutual:

  • Fortune 500 company (2023).
  • Forbes Best Employers for Diversity (2018-2021).
  • Top 10 US Independent Broker-Dealers.
  • #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 - Human Rights Campaign Corporate Equality Index (2015-2021).
  • $257 billion retail investment client assets held or managed by Northwestern Mutual.


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