Financial Advisor — Flexible Schedule, Growth & Mentorship

Northwestern Mutual; Town of Florida (NY); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Professional development

Competitive compensation

Dedicated mentorship

Flexible work schedule

Meaningful community impact

Job summary

Northwestern Mutual, a Fortune 500 financial services company, seeks a Financial Representative to help individuals and businesses achieve their financial goals through tailored insurance and planning. Join Lawhon Network to build lasting client relationships and deliver comprehensive strategies.

You will work with mentors, receive training and sponsorship for licenses, and contribute to community impact through financial security initiatives.

Qualifications

• Bachelor's degree is strongly preferred for this role.
• Experience in financial services or sales is beneficial but not required.
• Licenses such as Series 6/63 and state life/health licenses are encouraged with training and sponsorship.

Responsibilities

• Build long-term client relationships and assess financial goals.
• Develop personalized financial plans including insurance and retirement.
• Provide ongoing support and adjust plans as needs change.
• Prospect and network to grow the client base.
• Collaborate with planning team and mentors for guidance.

Skills

Interpersonal skills

Communication

Relationship building

Analytical thinking

Sales aptitude

Education

Bachelor's degree preferred

Job description

Northwestern Mutual, a Fortune 500 financial services company, seeks a Financial Representative to help individuals and businesses achieve their financial goals through tailored insurance and planning. Join Lawhon Network to build lasting client relationships and deliver comprehensive strategies.

You will work with mentors, receive training and sponsorship for licenses, and contribute to community impact through financial security initiatives.