As a Financial Representative at Northwestern Mutual you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives as they change over time.
You will work with clients by creating financial plans built on their unique needs and visions. And through industry-leading solutions, you’ll help them protect what they’ve worked so hard to achieve, while growing their assets for the future.
Choose a Career That Lets You Live Life Differently
Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has proven track record of financial success.
By joining our team, you’ll have access to:
- Sponsorship for Life and Health licensure, SIE, Series 63, 7 and CFP.
- Unique opportunity to pursue leadership and specialized roles.
- An award-winning training program to help you get started.
- Personalized coaching, assistance with market development, and administrative support.
Responsibilities of a Financial Representative
- Identify potential clients with marketing and branding resources provided by Northwestern.
- Scheduling appointments and meeting with potential clients
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
- Make product recommendations to help your clients meet their financial goals
- Provide ongoing support and service for your clients
- Managing and updating client portfolios.
- Answering client questions about financial plans, strategies and giving financial advice.
Qualifications
- Bachelor's Degree
- Strong interpersonal, verbal, and written communication skills
- Ability to work independently
- A commitment to ongoing learning, including staying current on financial news, laws, and the impacts to their clients
Benefits
We offer an attractive total compensation package for building and sustaining a vibrant, healthy and strong financial practice.
- While you help your clients achieve financial security, Northwestern Mutual will also help you with bonus and stipend compensation programs
- Comprehensive medical coverage.
- Two pension plans
- Personalized mentorship from top-performing advisors.
- Mentorship and professional development training throughout your entire career.
- A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards.
- Full financial support for professional designations and certifications for both your personal and professional business growth.
- Our financial representatives are compensated through commissions, bonuses, repeat business, client retention and stipends.
INCOME GROWTH OPPORTUNITY:
1-4 year FRs
· Average - $113k
· Top 25% - $211k
5+ year FRs
· Average - $512k
· Top 25% - $1.2 million
Job Type: Full-time
Pay: From $60,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Professional development assistance
Compensation package:
- Bonus opportunities
- Commission pay
Weekly schedule:
- Monday to Friday
- No weekends
Work setting:
- In-person
- Office
Work Location: In person