Financial Representative
Northwestern Mutual, Florida, NY, United States
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
About the Role Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Responsibilities
Build —Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
Educate —Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
Influence —Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest 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.
Qualifications
Experience building meaningful relationships
Interpersonal skills for success in client-facing roles
Desire for continuous learning
Legal authorization to work in the US without sponsorship
Required Skills
Strong interpersonal skills
Ability to manage time effectively
Commitment to continuous learning
Preferred Skills
Experience in client-facing roles
Pay range and compensation package
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Equal Opportunity Statement We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
#J-18808-Ljbffr
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
About the Role Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Responsibilities
Build —Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
Educate —Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
Influence —Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest 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.
Qualifications
Experience building meaningful relationships
Interpersonal skills for success in client-facing roles
Desire for continuous learning
Legal authorization to work in the US without sponsorship
Required Skills
Strong interpersonal skills
Ability to manage time effectively
Commitment to continuous learning
Preferred Skills
Experience in client-facing roles
Pay range and compensation package
Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
Equal Opportunity Statement We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!
#J-18808-Ljbffr