What are the responsibilities and job description for the Financial Representative position at Northwestern Mutual - Indiana?
Financial Representative/Advisor
*Located in the Flagship Northwestern Mutual-Indianapolis office.
Financial Advisors 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, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Our team is seeking local talent who are driven to make an Impact while earning a Performance Based Revenue and have the Independence to build your own business.
You could be right for this opportunity if you have:
- 4-year degree; or equivalent professional work experience.
- Self-disciplined, independent, and driven to succeed.
- History of success in sales, collegiate/professional athletics, or client-facing roles.
- Motivated by helping others and seeing them achieve their goals.
- Desire for continuous learning.
- Military veterans encouraged to apply.
- Legal authorization to work in the US without sponsorship.
Requirements:
- Bachelor’s degree or equivalent experience. (Military veterans are encouraged to apply.)
- Attainment of Life and Health Insurance license prior to contracting.
- Satisfactory federal background check and fingerprinting.
Job Description
As a Northwestern Mutual Financial Representative:
- 1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
- 2. 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.
- 3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
- 4. 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.
Compensation & Benefits
- 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
At Northwestern Mutual – Indiana, we value an inclusive and belonging workplace where everyone’s unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard.
Within 1 Month, You’ll:
- Attend and graduate from our 16-day Financial Planning Academy
- Work with our Development team to develop a business plan unique to you
- Launch your website and digital presence with our Marketing team
- Run client facing meetings with support from a mentor and seasoned Financial Advisors
- Pass your Series 6 or 7, and series 63 exams to fully registered
Within 3 - 6 Months, You’ll:
- Participate in your first monthly peer-to-peer study group in our Indianapolis office
- Build your clientele while working with individuals, families and businesses on personal insurance and investment planning
- Hold weekly meetings with your business and development coaches
- Qualify to attend NMIS Trailblazer Academy at our Headquarters in Milwaukee
Within 6 months - 1 Year, You’ll:
- Impact at least 60 clients with integrated financial plans
- Attend Company-Wide Regional and Annual Conferences
- Leverage NM’s Development Programs
About Us
· For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the 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 value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!
1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.
2 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
3 Combined client assets of NMIS and NMWMC as of June 30, 2021
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.
Job Type: Full-time
Pay: Commission Bonus Program Residual Income
Ability to Relocate:
- Indianapolis, IN 46240: Relocate before starting work (Required)
Work Location: In person
Job Types: Full-time, Contract
Pay: Up to $105,000.00 per year
Benefits:
- Dental insurance
- Financial planning services
- Health insurance
- Life insurance
- Professional development assistance
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission only
- Commission pay
Application Question(s):
- A financial advisor has to meet with clients regularly. Are you comfortable calling clients over the phone and meeting with them in-person?
Ability to Commute:
- Indianapolis, IN 46240 (Required)
Work Location: In person
Salary : $105,000