What are the responsibilities and job description for the Financial Representative - Entry Level position at Growth Financial Team of Greater St. Pete?
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Training & development
- Vision insurance
Join the Growth Financial Team of Northwestern Mutual - Greater St. Pete as our next district changing Financial Advisor. Our thriving office is located: 700 Central Ave Ste 300, St. Petersburg, FL 33701.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.
Follow this link to hear about The Great Realization: https://youtu.be/SDYgQRgti_E
Local Achievements and Giving: Our office has excelled in both professional development and community support, garnering national recognition for our achievements. Notably, we've consecutively held the #1 spot for new client acquisition among advisors with under 5 years of tenure and earned the title of #1 Premium Leader for 2023 in the country. With three top 10 interns in the country and leading in top-producing advisors within the first 6 months, we prioritize excellence and diversity in our team. We're also proud of our diverse leadership team, recognized nationally for our commitment to equity and inclusion.
In our commitment to community giving, we proudly support various local charities. Notable contributions include our annual fundraising efforts for Alex’s Lemonade Stand, where we locally raise approximately $200K each year. Other organizations we support include Love McKinley Foundation, St. Pete Free Clinic, Keep Pinellas Beautiful, 1Voice Foundation, C&C Lemonade Factory, Copperhead Charities – Valspar Championship, John’s Hopkins All Children’s Hospital, Cancer Blood Disorders Institute, Junior Achievement, Metropolitan Ministries, and United Way of Tampa. Through ongoing donations and volunteer efforts, we aim to make a meaningful impact in our community.
Meet some of our local leaders, the heartbeat of our business:
Aleesha Pheasant, Growth and Development Director:
- Time with NM: Aleesha established her personal financial planning practice in 2020 after transitioning from a background in tech account management and sales.
- Experience: With a strong foundation in account management and sales, Aleesha brings a wealth of expertise to her role as Growth and Development Director.
- Passions: Alongside her professional pursuits, Aleesha is a loving mother of two. She is dedicated to supporting others in their journeys to success and advocates for equity and diversity in her industry.
- Follow this link to see Aleesha’s full bio: https://www.northwesternmutual.com/financial/advisor/aleesha-pheasant/
Danny Hernandez, Financial Advisor:
- Time with NM: 8 years.
- Experience: Danny brings 8 years of experience to the table, having previously worked in local St. Pete real estate.
- Passions: Outside of work, he's a devoted father of two, active in his community through volunteering, and finds joy in wakeboarding and foil boarding.
Brandon Halversen, Financial Advisor:
- Time with NM: Brandon is currently in his 3rd year as an advisor, totaling 6 years with Northwestern Mutual, which includes his internship.
- Experience: Prior to joining NM, Brandon served as a Marine Sergeant.
- Passions: Originally from SLC Utah, Brandon now resides in St. Pete with his spouse. He enjoys fishing and is actively developing a rental real estate portfolio.
Follow this link to view a Day In The Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
- Education: A bachelor's degree in finance, business, or a related field is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary insurance and financial licenses.
Benefits:
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kacee Howes is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
Salary : $75,400 - $139,300
