Financial Representative (Entry Level & Career Changers Welcome) jobs in United States
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Northwestern Mutual · 2 months ago

Financial Representative (Entry Level & Career Changers Welcome)

Northwestern Mutual is a leading financial services company that specializes in personalized financial planning. They are seeking Financial Advisors who will help clients achieve their financial goals by building relationships, educating clients, and managing financial plans.

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

Financial PlanningSales ExperienceClient ServicesTime 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
Legal authorization to work in the US without sponsorship

Benefits

401(k)
Financial planning services
Health insurance
Life insurance
Paid training
Referral program
Retirement plan
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