Financial Representative

Northwestern Mutual; Ellicott City (MD); On-site; USD 52,000 - 110,000; Full time

Job summary

Join a forward-thinking company as a Financial Representative, where you can make a meaningful impact on clients' lives through personalized financial planning. This role offers extensive training and mentorship, allowing you to develop your skills while building your own client base. With a clear path for income growth and a supportive environment, you'll have the tools to succeed and thrive in your career. If you're ready to embrace a fulfilling career that changes lives, this opportunity is perfect for you.

Benefits

401(k)

Pension Plan

Medical Insurance

Vision Insurance

Disability Insurance

Paid Maternity Leave

Paid Paternity Leave

Commission Structure

Bonus Programs

Expense Allowances

Qualifications

• 4-year degree or equivalent professional work experience.
• History of success in sales or client-facing roles.

Responsibilities

• Build a client base by growing relationships and developing knowledge of financial products.
• Educate clients on financial plans using reporting tools and assistive software.
• Drive clients to action through expert influence and recommendations.

Skills

Sales Experience

Client Relationship Management

Financial Planning

Continuous Learning

Education

4-year degree or equivalent

Job description

2 days ago Be among the first 25 applicants

This range is provided by Northwestern Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$52,000.00/yr - $110,000.00/yr

Direct message the job poster from Northwestern Mutual

Talent Acquisition Specialist for Northwestern Mutual

Choose a career where changing someone else's life for the better is also life-changing for you - personally, professionally, and financially.

FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL

Are you looking for more fulfillment in your career? Are you starting to think about a job change? Now's the time to consider Northwestern Mutual.

Our Financial Professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.

Sounds exciting and scary all at the same time, right? Don't worry, we don't expect you to know everything on day one. That's why you'll receive in-depth training and partner with industry experts until you're ready to do it on your own.

THIS CAREER OFFERS YOU:

The ability to positively impact someone else's life. Personalized mentoring and award-winning training. Backing by Northwestern Mutual, an industry leader with a proven track record of success.

About the job

Financial Representatives at Northwestern Mutual- Greenwood Village help their clients live more and worry less through our personalized approach to financial planning. As business owners, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis

• Build—Work to build a client base by growing relationships with your network and developing knowledge of NM financial products and market trends.

• Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.

• Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.

• Own—Take ownership of the development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

INCOME GROWTH OPPORTUNITY:

Average vs Top 25%

Year 1 | $52,000 - $106,000

Year 3 | $103,000 - $202,000

Year 5 | $139,000 - $289,000

Year 10 | $234,000 - $490,000

Year 15 | $341,000 - $790,000

• Commission structure to support early development

• Bonus programs, Expense allowances, and More...

• Support for insurance licensing, SIE, Series 6 / 7, Series 63, CFP, and more

• Retirement Package and Pension Plan

• Medical, Dental, Vision, Life Insurance, and Disability Income Insurance

You could be right for this opportunity if you have:

• 4-year degree; or equivalent professional work experience

• History of success in sales, athletics, military, client services, or client-facing roles

• Desire for continuous learning

• Legal authorization to work in the US without sponsorship

Are you ready to change your life and the lives of your clients? Apply now!

About Us

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued, partners and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

• #90, Fortune 100 company (2021)

• Forbes' Best Employers for Diversity (2018-2020)

• #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness

• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

• $224 billion3 (retail investment client assets held or managed)

1 - Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.

2 - To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

3 - Combined client assets of NMIS and NMWMC as of June 30, 2021

• Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Finance, and Sales

Referrals increase your chances of interviewing at Northwestern Mutual by 2x

Inferred from the description for this job

401(k)

Pension plan

Medical insurance

Vision insurance

Disability insurance

Paid maternity leave

Paid paternity leave

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