Financial Representative

Northwestern Mutual; Boca Raton (FL); On-site; USD 70,000 - 250,000; Full time

Benefits offered by this job

Uncapped commissions

Residual income

Bonus opportunities

Paid training

Job summary

Northwestern Mutual in Boca Raton, FL seeks a Financial Representative to help clients plan for their financial future. You will build a client base, deliver tailored solutions, and leverage extensive training and licensing support.

You will educate clients, present clear recommendations, and own the growth of your business with mentorship, competitive earnings, and leadership opportunities as you advance with the firm.

Qualifications

• 4-year degree or equivalent professional work experience.
• History of success in relationship-building or client-facing roles.
• Desire for continuous learning and collaboration.
• Proficient critical thinking and communication competencies.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Build a client base by growing relationships and understanding Northwestern Mutual products.
• Educate clients using sponsored licensing, training, and proprietary tools.
• Influence clients to take action through informed recommendations.
• Own development and management of the business and client financial plans.

Skills

Relationship-building

Communication

Critical thinking

Education

4-year degree or equivalent

Job description

As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products.

Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain 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 Financial Representative, you have the opportunity to:

• Build—Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
• Educate— Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
• Influence— Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
• 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 optimal advice for your clients’ needs.

Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.

• Performance-based earnings and revenue (average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years)
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
• NM-Funded Retirement Package and Pension Plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning

You could be right for this opportunity if you have:

• 4-year degree; or equivalent professional work experience
• History of success in relationship-building or client-facing roles
• Desire for continuous learning and collaboration
• Proficient critical thinking and communication competencies
• Legal authorization to work in the US without sponsorship

Job Types: Full-time, Contract

• Financial planning services

Compensation Package:

• Uncapped Commissions
• Residual income
• Bonus opportunities
• Paid Training

Ability to Relocate:

• Boca Raton, FL 33487: Relocate before starting work (Required)

Work Location: In office in Boca Raton, FL