What are the responsibilities and job description for the Financial Representative position at Northwestern Mutual?
If you are outgoing, have high energy, and love new challenges everyday then this is something you want to explore. This is an excellent opportunity for individuals with an entrepreneur mindset, who desire to run their own business, be their own boss, flexibility to make their own schedule, and still have the luxury to be backed by a Fortune 100 Company.
While 2 years of management experience is preferred, it is not needed. What is a MUST, is someone who strives in a fast pace environment with new challenges daily.
Responsibilities for Year 1:
-Learn to build your own Financial Planning Practice by guiding and coaching clients toward their financials goals
-Learn to be a multiplier and lead by example
-Learn how to attract and build a team
-Pass Exams: Life, Health, SIE, Series 6/7, Series 63/66
Responsibilities for Year 2:
- Have an official Leadership Role, and mentor new advisors to build what you have built in Year 1
-Continue to run your own Financial Planning Practice
Responsibilities for Year 3 through Retirement: we will discuss in our interview, as that is something that is very unique but that you control. You are in the driver seat. You decide where this goes long term.
We are building entrepreneurs and leaders to grow a business and a team. There are multiple forms of compensation, bonuses, and benefits.
BY JOINING OUR TEAM, YOU'LL HAVE ACCESS TO
- A high-quality training program to help you get started.
- Mentorship and professional development training throughout the internship and into the full-time career.
- Access to leading industry products and solutions built on an integrated technology platform.
- Financial support for professional designations and certifications, Series 6 & 63, boosting your career from Financial Representative to Financial Advisor.
- The opportunity to design your roadmap to leadership and specialized roles.
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
- A rewarding career, with extraordinary income potential and a variable compensation model including; recognition and bonuses, where hard work directly relates to your sales results.
Upon going full time, you'll have access to a comprehensive benefits package:
- Comprehensive medical insurance
- Two pension plans
- Life and disability insurance
- Health care and dependent care reimbursement accounts
- Reimbursement for licensing and ongoing education
WHO WE ARE
At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 170 years and has a proven track record of financial success.
Job Types: Full-time, Part-time, Internship
Pay: Average first year: $98,890 - Uncapped Income Potential
Our Accolades:
TRAINING TOP 125 | Training Magazine, 2017
WORLD’S MOST ADMIRED COMPANIES | Fortune® Magazine, 2021
TOP 10 INTERNSHIP | Vault Guide to Internships, 2020
TOP 100 BEST PLACES TO WORK | Glassdoor.com, 2018
BEST COMPANIES TO SELL FOR NOW | Selling Power Magazine, 2017
Salary : $98,900 - $273,500
