Financial Representative
4 weeks ago
We are seeking a highly motivated and entrepreneurial Financial Representative to join our team at Northwestern Mutual. As a Financial Representative, you will have the opportunity to build a client base, educate yourself and others, influence clients to make informed decisions, and take ownership of your business.
Responsibilities- Build Relationships - Develop a client base by growing relationships with your network and staying up-to-date on Northwestern Mutual financial products and market trends.
- Educate Yourself and Others - Continuously learn and develop your skills through sponsored licensing and registration, as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
- Influence Clients - Present clients with opportunities to protect and prosper, and drive them to action through expert perspective, influence, and recommendations.
- Own Your Business - Take ownership of development and management of your business, mastering your craft and building a team. Review and maintain client financial plans, providing optimal advice for their needs.
- 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
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
- 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
For over 165 years, Northwestern Mutual has helped clients live more and worry less 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.
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, considered independent contractors for income tax purposes and statutory employees for FICA tax purposes.
We strive to create an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We foster 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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