Entrepreneurial Financial Advisor: Build Your Practice

Northwestern Mutual; Melville (NY); Presencial; USD 61 000 - 250 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Parental benefits at every stage of a)

Resumo da oferta

Northwestern Mutual in the United States is seeking financial representatives who can develop a client base and deliver holistic financial plans while pursuing licenses. This role emphasizes training, licensing, advisory services, and the potential to own a business with uncapped earnings through a performance-based compensation structure.

The program supports obtaining Life/ALH, SIE, and Series licenses, with pre-payment/reimbursement of course fees.

Qualificações

• Bachelor's degree required.
• Entrepreneurial ambitions to be a business owner.
• History of success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Proficient critical thinking skills.
• Strong communicator.
• Strong sense of motivation and drive.
• Legal authorization to work in the US without sponsorship.

Responsabilidades

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
• Build personalized, holistic financial plans tailored to every client’s unique needs.
• Manage your client’s financial plans to help them achieve their goals.
• Grow relationships with clients to support them through every stage of life.

Conhecimentos

Entrepreneurial ambitions

Relationship-building

Time-management

Strong communicator

Motivation and drive

Continuous learning

Critical thinking

Formação académica

Bachelor's degree

Descrição da oferta de emprego

Northwestern Mutual in the United States is seeking financial representatives who can develop a client base and deliver holistic financial plans while pursuing licenses. This role emphasizes training, licensing, advisory services, and the potential to own a business with uncapped earnings through a performance-based compensation structure.

The program supports obtaining Life/ALH, SIE, and Series licenses, with pre-payment/reimbursement of course fees.