Financial Representative

Northwestern Mutual; Duluth (GA); On-site; USD 99,038 - 2,865,230; Full time

Benefits offered by this job

401(k)

Health insurance

Vision insurance

Job summary

A leading financial services company based in Duluth is seeking a Financial Representative to build relationships and assist clients with their financial goals. This role offers tremendous flexibility, generous compensation linked to performance, and access to essential licensing sponsorship. Ideal candidates possess strong communication skills and a degree in finance or business. This full-time position includes competitive benefits and ongoing learning opportunities.

Qualifications

• Reside near or willing to commute to our Duluth location.
• Track record of success in past roles and/or significant personal achievements.
• Strong natural market in Atlanta/Duluth-area, well-respected in the community.
• Willingness to be coached.

Responsibilities

• Build lasting relationships with clients and help them achieve financial goals.
• Help solidify personal financial future.
• Receive company-paid sponsorship of financial services licensing.

Skills

Excellent communication and interpersonal skills

Strong personal financial management acumen

Education

Bachelor's degree (finance or business preferred)

Job description

3 days ago Be among the first 25 applicants

As a Northwestern Mutual Financial Representative (FR), you'll build lasting relationships with your clients and help them achieve their financial goals. You'll also help solidify your own future. This career offers flexibility at a company where hard work is valued and rewarded.

Joining the Northwestern Mutual team gives you:

• Exclusive access to a variety of custom solutions and services—from life insurance, disability income insurance and education funding options to retirement planning, estate planning, and business planning.
• The chance to become an advisor for a company that has been helping clients achieve financial security for over 163 years—one with strength, values and a track record of diversity and inclusion.

Qualifications we’re looking for:

• Bachelor’s degree (finance or business preferred but not required).
• Reside near or willing to commute to our Duluth location.
• Excellent communication and interpersonal skills.
• Strong personal financial management acumen.
• Track record of success in past roles and/or significant personal achievements.
• Strong natural market in Atlanta/Duluth-area. Well-respected in the community.
• Willingness to be coached.

You’ll be rewarded with:

• Company-paid sponsorship of financial services licensing: SIE, Series 7, Series 63, State of Georgia Life Accident and Sickness License, and State of Georgia Variable Products
• Elite Fortune 100 benefits: Pension plan, company-funded defined contribution plan, vested renewals, Medical + Dental + Vision + Group Life & Disability Insurance, Family Planning, Life Assistance, and more.
• Exceptional income potential: what you earn is directly related to your sales results and the relationships you develop with clients. FRs are compensated through commissions, local allowances, renewals, and bonuses. In 2024, our firm’s average developing advisor revenue (1-4 years of tenure) was $99,038, the average established advisor revenue (5+ years of tenure) was $661,304, and the top 10% average revenue was $2,865,230. Our FRs are valued partners and proud business owners. As such, they are considered independent contractors for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
• Continuous opportunities for advancement: through specialization in areas like medical markets, business markets, advanced risk management planning, and retirement distribution planning. You may also choose to become a Financial Advisor or a Wealth Management Advisor of Northwestern Mutual Wealth Management Company®.
• Continuous learning opportunities: three company-funded professional designations such as the Certified Financial Planner (CFP®) administered through the American College of Financial Services after 3 years of service.
• The chance to pursue a leadership role: Leadership offers growth opportunities through recruitment, development and retention of fellow representatives, and growing network offices. Those in leadership have the choice to also maintain their own practice.

Why Northwestern Mutual?

• AAA, Aaa, and AA+ | We’ve earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.
• $8.2 Billion in dividends expected to be paid in 2025 to our policyholders.
• No. 1 – Fortune® named us one of the World’s Most Admired Life Insurance Companies, 2023
• 6,700+ financial advisors and professionals serving 5 million+ people we’re proud to call clients. 97% of our clients stay with us year over year.
• We believe in inclusion. We know that the collective ideas, opinions, and creativity of a diverse workforce is necessary to deliver the innovative financial solutions our clients need.
• Since 2012, we’ve contributed more than $40 million and funded over 500,000 hours of childhood cancer research.

Job Type: Full-time

• 401(k)
• Health insurance
• Vision insurance