Financial Representative
4 weeks ago
As a Financial Representative at Northwestern Mutual, you will have the opportunity to help clients achieve their financial goals through personalized financial planning. With our industry-leading training and resources, you will be equipped to deliver financial solutions and build a successful business.
Key Responsibilities:
- Build relationships with clients and grow a client base by developing knowledge of Northwestern Mutual financial products and market trends.
- Educate yourself and clients on potential plans using proprietary technology, reporting tools, and illustrations.
- Present clients with opportunities to protect and prosper, and drive clients to action through expert perspective and recommendations.
- Take ownership of development and management of the business, reviewing and maintaining client financial plans.
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 Northwestern Mutual:
We have helped our clients spend their lives living through comprehensive and innovative financial planning for over 165 years. 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.
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.
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