Northwestern Mutual · 1 day ago
Financial Representative (Training & Licensing Provided)
Northwestern Mutual is committed to helping people achieve financial security and is seeking Financial Representatives to join their team. The role involves building a client base, educating clients on financial products, and taking ownership of business development while providing tailored financial solutions.
Responsibilities
Build —Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends
Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans
Influence — Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, 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 optimal advice for your clients’ needs
Qualification
Required
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking and communication competencies
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, SIE, Series 6, Series 63, Series 7, CFP®, and more
NM-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
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Funding
Current Stage
Late StageRecent News
UPSTATE BUSINESS JOURNAL
2025-12-12
Company data provided by crunchbase