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

Financial Representative (Career Changers Welcome!)

Northwestern Mutual is a Fortune 100 company that provides unique opportunities for individuals to start a business as financial advisors. In this role, you will help clients achieve their financial goals through personalized planning and relationship management.

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

Life/Accident & Health CertificationsSecurities Industry Essentials (SIE)Series 6Bachelor’s degreeEntrepreneurial ambitionsDriveTime-management skillsDesire for continuous learningMotivation

Required

Must live in Atlanta, GA, or must be willing to relocate
Bachelor's degree
Entrepreneurial ambitions to be a business owner
Excellent time-management skills
Desire for continuous learning and collaboration
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship

Benefits

Performance-based earnings and revenue
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
Certified Financial Planner® licensing support
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning

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