What are the responsibilities and job description for the Financial Services Representative position at Northwestern Mutual?
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. 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 160 years and has proven track record of financial success.
Check out our Day in the Life Video :
By joining our team, you’ll have access to :
- Sponsorship for The 2-15 Life and Health licensure, SIE, Series 63, 7 and CFP.
- Unique opportunity to pursue leadership and specialized roles.
- An award-winning training program to help you get started.
- Personalized coaching, assistance with market development, and administrative support.
We will surround you with resources to help in your financial expertise, including but not limited to : Planning Experience, Asset & Income Protection, Education Funding, Investment & Advisory Services, Trust Services, Retirement Solutions, Business Needs Analysis.
As a Northwestern Mutual Wealth Management Advisor :
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.
Are you ready to change your life and the lives of your clients? Apply now!
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!
Why join Northwestern Mutual :
Job Type : Full-time
Pay : $82,000.00 - $160,000.00 per year
Benefits :Compensation Package :
Salary : $82,000 - $160,000
