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

Retirement package

Job summary

Northwestern Mutual in Boca Raton, FL, is hiring Financial Representatives to build a client base and deliver personalized financial solutions. You will grow relationships, learn Northwestern Mutual products, and leverage industry training and mentors to succeed in your career.

You will educate clients with licensing, use proprietary tools, present plans, and influence actions to protect and prosper. You’ll own the development of your business and client financial plans as part of a supportive,

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 knowledge of Northwestern Mutual products and market trends.
• Educate clients through sponsored licensing and ongoing development using proprietary tools and illustrations.
• Influence clients to act on recommendations to protect and prosper.
• Own the development and management of the business and client financial plans.

Skills

Relationship-building

Communication

Critical thinking

Client-facing

Education

4-year degree

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 33487