Financial Representative

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Overview:

As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:

Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis



Responsibilities:

As a Financial Representative, you have the opportunity to:

  1. BuildWork to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
  2. EducateEducate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
  3. Influence Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
  4. OwnTake ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients needs.

Here at Northwestern Mutual, we believe theres more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, youll find the growth that fits your vision and your business.

Compensation & Benefits

  • 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

#LI-Onsite



Qualifications:

You could be right for this opportunity if you have:

  • 4-year degree; or equivalent professional work experience
  • Entrepreneurial ambitions
  • History of success in relationship-building or client-facing roles
  • Excellent time-management skills

Read the full job description and apply online on the recuiter's web-site

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