Financial Advisor (Sales- Training Provided) jobs in United States
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Northwestern Mutual · 4 months ago

Financial Advisor (Sales- Training Provided)

Northwestern Mutual is a leading financial services company that has been helping clients navigate their financial lives for over 160 years. They are seeking Financial Representatives who will build a client base, educate themselves and clients, and take ownership of their financial planning business. This role involves leveraging industry-leading training and resources to provide personalized financial solutions to clients.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
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Responsibilities

Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends
Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans
Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations
Own—Take 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 optimum advice for your clients’ needs

Qualification

Sales experienceFinancial planningClient relationship managementTime managementEntrepreneurial ambitionsContinuous learning

Required

4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
Hit a glass ceiling in your current career
Looking to change the life of your family
Legal authorization to work in the US without sponsorship

Benefits

401(k)
Dental insurance
Flexible schedule
Health insurance
Tuition reimbursement
Vision insurance

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