Northwestern Mutual · 3 months ago
Financial Sales Trainee
Albany, NY
Full-time
Onsite
New Grad, Entry Level
$61K/yr - $250K/yrNorthwestern Mutual is a longstanding company that provides comprehensive financial planning services. They are seeking a Financial Sales Trainee to help clients achieve their financial goals through personalized planning, client relationship management, and business development as they progress towards becoming a financial advisor.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
No H1B
Responsibilities
Grow your client base by making new connections, maintaining a strong referral networks, 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
Required
Bachelor's degree
Entrepreneurial ambitions to be a business owner
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
Legal authorization to work in the US without sponsorship
Benefits
Dental insurance
Flexible schedule
Health insurance
Parental leave
Tuition reimbursement
Vision insurance
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
UPSTATE BUSINESS JOURNAL
2025-12-12
Company data provided by crunchbase