Investment Solutions Consultant
2 weeks ago
About Northwestern Mutual:
For over 167 years, Northwestern Mutual has been dedicated to assisting families and businesses in achieving financial stability. By employing a comprehensive planning methodology that encompasses both insurance and investment strategies, we empower individuals to gain financial confidence. Our financial professionals leverage their expertise alongside a personalized digital experience and cutting-edge technology to optimally serve our clients.
With $309 billion in assets and $31.1 billion in revenues, we provide financial security to over 4.75 million individuals who depend on us for life, disability income, long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. Our wealth management and investment services encompass more than $200 billion of client assets.
Position Overview:
As a Financial Representative at Northwestern Mutual, you will assist clients in enhancing their lives and alleviating financial concerns through our tailored financial planning approach. In this entrepreneurial role, you will focus on client acquisition and identifying financial solutions, supported by our industry-leading training, mentorship, and product offerings. Explore your earning potential, design a work-life balance that suits you, and make a meaningful impact daily. Here, dedication is rewarded.
Our award-winning training program provides you with the necessary education, skill development, and strategies to thrive in this career. You will have access to nationwide mentors and leaders, equipping you with resources to enhance your financial expertise, including:
- Personal Planning Analysis
- Asset & Income Protection
- Education Funding
- Investment & Advisory Services
- Trust Services
- Retirement Solutions
- Business Needs Analysis
Key Responsibilities:
1. Develop—Cultivate a client base by nurturing relationships within your network and gaining insight into NM financial products and market dynamics.
2. Enhance Knowledge—Broaden your expertise beyond initial training through sponsored licensing and continuous professional development. Utilize assistive software, reporting tools, and illustrations to inform clients about potential financial strategies.
3. Advocate—Guide clients toward opportunities for protection and growth, motivating them to take action through informed recommendations.
4. Manage—Assume responsibility for the development and oversight of your business as you refine your skills and build a team. Regularly review and update client financial plans to ensure optimal advice aligned with their needs.
Compensation & Benefits:
Average vs Top 25% vs Top 10%
Year 1 | $78,939 - $168,306 - $238,982
Year 5+ | $306,679 - $726,808 - $1,113,953
In addition to competitive income, you will enjoy a comprehensive benefits package, including:
- Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance, and Disability Income Insurance
- Family Planning Assistance
Ideal Candidate Profile:
We are looking for individuals who possess:
- A 4-year degree or equivalent professional experience
- Entrepreneurial spirit
- Proven success in sales, athletics, military, client services, or client-facing roles
- Strong time-management abilities
- A commitment to continuous learning
Awards and Recognition:
Recognized by FORTUNE 111 (FORTUNE 500, 2023)
Named one of the "World's Most Admired" companies (FORTUNE Magazine, 2024)
Ranked among "America's Best Large Employers" (Forbes Magazine, 2023)
Listed as one of "America's Greatest Workplaces for Diversity" (Newsweek, 2023)
Top 50 Employers (Equal Opportunity Magazine, 2023)
Best Places to Work #82 (Glassdoor, 2021)
Highest Rated CEOs (Glassdoor, 2021)
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