What are the responsibilities and job description for the Wealth Management Advisor Training Program position at Northwestern Mutual?
As a Financial Representative at Northwestern Mutual, you will help your clients live more and worry less through our personalized approach to financial planning. You will spend your days acquiring clientele and finding financial solutions with the support of our industry-leading training and development, mentorship, and products.
Key Responsibilities
- Build: Establish trustworthy relationships with your network, develop knowledge of NM financial products and market trends, and grow a clientele.
- Educate: Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Utilize assistive software, reporting tools, and illustrations to teach clients about financial planning options.
- Influence: Present clients with opportunities to protect and prosper, driving them to action through honest influence and recommendations.
- Own: Take ownership of business development and management as you master your craft and build a team. Review and maintain client financial plans, providing optimum advice for their needs.
Requirements
- 4-year degree or equivalent professional work experience
- Prior sales and/or business experience preferred
- Entrepreneurial ambitions
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
Compensation and 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
Awards and Accolades
- FORTUNE 500 COMPANY (2023)
- FORTUNE WORKS MOST ADMIRED COMPANIES (2022)
- FORBES BEST EMPLOYERS FOR WOMEN (2022)
- FORBES BEST EMPLOYERS FOR DIVERSITY (2022)
- TOP 125 TRAINING PROGRAM
Additional Information
Recent Awards and Accolades: We are proud to be recognized as a FORTUNE 500 company and receive numerous awards for our commitment to diversity, equity, and inclusion.
