Junior Financial Consultant
3 weeks ago
We are in search of motivated, analytical, and determined individuals to take on an entry-level financial consultant role that presents opportunities for advancement and a positive career trajectory. Your daily responsibilities will include identifying potential clients, offering tailored solutions and insights regarding our financial products, managing a portfolio of clients, and liaising with the management team to address client needs. This position is ideal for self-motivated individuals who thrive in a fast-paced environment, possess a genuine desire to assist others, and seek professional growth while enjoying a competitive compensation structure. This role operates on a Commission-Based model.
We offer support with licensing, comprehensive training from experienced team members, and a stipend during your training period.
Job Type: Full-time
Benefits Include:
- 401k Plan
- Dental Coverage
- Health Insurance
- Life Insurance
Compensation Package:
- Bonus Opportunities
- Commission Earnings
Weekly Schedule:
- Monday to Friday
- Weekends as required
Work Environment:
- In-person
- Fieldwork
- Office Setting
Commute Requirement: Ability to reliably commute.
Compensation: Potential earnings of $81,000 annually based on performance.
Key Responsibilities:- Develop personalized financial strategies for clients based on their unique life stages, professional situations, and changing financial needs.
- Act as a collaborative team member committed to ongoing professional development through training opportunities.
- Assist clients in achieving their financial objectives through strategic recommendations regarding products, plans, and investments.
- Collect and evaluate clients' financial data to accurately assess their financial standing, cash flow, expectations, goals, retirement plans, and other wealth management factors.
- Establish trust with new clients acquired through proactive outreach and relationship-building efforts.
- Proficiency in Microsoft Office, CRM software, financial planning tools, Google Suite, and other relevant applications is highly preferred.
- Excellent communication and numerical skills, with a proven ability to cultivate strong relationships with both existing and prospective clients.
- Fundamental understanding of financial products, the financial sector, and the roles of personal financial advisors or planners is essential.
- Bachelor's degree (Preferred).
- Experience in sales: 2 years (Preferred).
- We provide assistance with licensing, training, and a stipend during the training phase.
For over 160 years, Northwestern Mutual has been dedicated to what matters most—helping families and businesses achieve financial security. We blend the expertise of our financial professionals with a personalized digital experience and cutting-edge technology to best serve our clients.
With $265 billion in assets, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, Northwestern Mutual provides financial security to more than 4.5 million individuals who trust us for life, disability income, and long-term care insurance, as well as annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company holds more than $125 billion in client assets.
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