What are the responsibilities and job description for the Transitioning and Veteran Military Opportunity- Financial Representative position at Northwestern Mutual The South Florida Group?
Continue a career with purpose. Financial Representatives at Northwestern Mutual Fort Lauderdale 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. They craft a workday around their life, get rewarded for success, and make a positive impact every day.
Here, we value the attributes our military members and veterans possess and see their standard of ethics, dedication, loyalty, strong work principles, and proven leadership abilities as key components to a successful career as a financial representative. Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Advisory & Investment Services - Trust Services - Retirement Solutions - Business Analysis
As a Northwestern Mutual Financial Representative:
1. Build—Call on, meet with, and evaluate the needs of personal and professional networks to build a client base. Begin to develop knowledge of NM financial products and market trends.
2. Educate—Educate yourself through training, sponsored licensing and registration, and ongoing development delivered by your team. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
3. Influence— Utilize the proven methods and advanced processes to present clients with the opportunity to protect and prosper, and serve clients best with 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
· Family Planning
Preferred Qualifications:
· 4-year degree; or equivalent professional work experience
· Entrepreneurial ambitions
· History of personal and professional success
· Commitment to a respected and ethical team
· Desire and appreciation for professional development
Make your transition an easy one and continuing making an impact in your career. Consider Northwestern Mutual.
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!
Northwestern Mutual Accolades:
· Fortune 100 company (2021)
· Military Friendly® Employer (2020, 2021)
· Top 10 US Independent Broker-Dealers1
· #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
· Forbes' Best Employers for Diversity (2018-2020)
· Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
· $224 billion3 (retail investment client assets held or managed)
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 Types: Full-time, Internship
Pay: $73,310.00 - $84,148.00 per year
Ability to Commute:
- Fort Lauderdale, FL 33394 (Required)
Work Location: In person
Salary : $73,310 - $84,148
