Financial Sales & Consulting (Training Provided) jobs in United States
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Northwestern Mutual · 5 months ago

Financial Sales & Consulting (Training Provided)

Northwestern Mutual is a leading financial services company that has been helping clients achieve their financial goals for over 165 years. They are seeking individuals to become financial advisors, providing training and support to build personalized financial plans and manage client relationships. This role offers the opportunity to grow a client base and earn performance-based compensation while receiving comprehensive training and mentorship.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Responsibilities

Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client’s unique needs
Manage your client’s financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life

Qualification

Sales experienceClient relationship buildingFinancial planningCritical thinkingTime managementDriveDesire for learningEntrepreneurial ambitionsCommunicationMotivation

Required

Strong communication skills
Strong work ethic
Bachelor's degree
Legal authorization to work in the US without sponsorship
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive

Preferred

Sales experience
2 years of sales experience

Benefits

401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off
Parental leave
Vision insurance
Financial planning services
Paid training
Retirement plan
Life insurance
Health savings account
Bonus opportunities
Commission pay

Company

Northwestern Mutual

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Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.

Funding

Current Stage
Late Stage

Leadership Team

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Timothy Gerend
Chairman, President and CEO
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Phil Odella
COO/CFO
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Company data provided by crunchbase