Financial Representative

Northwestern Mutual; Gilbert (AZ); On-site; USD 75,000 - 150,000; Full time

Benefits offered by this job

Full health benefits

Group disability

Health insurance

Health savings account

Dental insurance

Vision insurance

Life insurance

Retirement plan options

Two fully funded pension plans

Financial planning services

Professional development assistance

Sponsorship of Licensing/Credentialing

Award-winning training and development

Job summary

Northwestern Mutual in Gilbert, AZ is seeking a Financial Representative to build client relationships and deliver personalized financial solutions. You will grow assets for clients’ futures through trusted, ongoing engagement.

The role emphasizes relationship management, deep product knowledge, and collaboration with a top team that offers extensive training, development, and mentoring opportunities. Onsite location in Gilbert with comprehensive benefits and compensation.

Qualifications

• Growth mindset and resilience are valued.
• Self-motivation and coachability are essential.
• Strong work ethic and alignment with core values are required.
• Sales experience with B2B/B2C or inside/outside sales is a plus.

Responsibilities

• Develop and maintain client relationships by recommending personalized financial solutions.
• Build business through client-focused growth using rapport and long-term relationship management.
• Build expertise in Northwestern Mutual’s products and services.
• Join a top team with training, development, and mentoring.

Skills

Growth mindset

Resilience

Self-motivation

Coachability

Strong work ethic

Alignment with core values

Sales experience

Job description

Financial Representative role focused on building client relationships and delivering personalized financial solutions at Northwestern Mutual.

Responsibilities

• Develop and maintain client relationships by recommending personalized solutions designed to help clients protect what they have earned and grow assets for the future
• Build your business through organic, sustainable, client-focused growth using rapport, consistent communication, and long-term relationship management
• Build expertise in Northwestern Mutual’s products and services
• Join a top team supported by exceptional training, development, and mentoring

Requirements

• Growth and entrepreneurial mindset
• Resilience
• Positive attitude
• Self-motivation
• Coachability
• Strong work ethic
• Alignment with core values

Compensation

• Salary range: USD 75,000 to 150,000 per year
• Compensation model: Commission only
• Year 1-4 Advisors: $99,085 to $374,973
• Average of all Advisors: $477,301
• Top 25% of all Advisors: $1,411,287
• Contract type: 1099
• Pay structure: Commission pay with bonus opportunities

Benefits

• Full health benefits
• Group disability
• Health insurance
• Health savings account
• Dental insurance
• Vision insurance
• Life insurance
• Retirement plan options
• Two fully funded pension plans
• Financial planning services
• Professional development assistance
• Professional development and ongoing mentorship
• Sponsorship of Licensing/Credentialing (examples: Life/Health, Series 7 6, 63, CFP, RICP)
• Award-winning training and development programs
• Collaboration with world-class advisors across the country to meet client needs
• Leading industry products and solutions built on an integrated technology platform
• Recognition and bonuses
• Culture that promotes diversity, teamwork, and work/life balance

Desired Background & Experience

• College athletics
• Military veterans
• Sales experience (B2B/B2C or inside/outside sales)
• Business owners
• Financial services background (insurance, investments, banking, etc.)
• Real estate professionals

Location & Commuting

• Onsite location: Gilbert, AZ
• Address (required): 111 E Rivulon Blvd Ste 101, Gilbert, AZ 85297
• Address (preferred): Gilbert, AZ 85297

Relocation

• Relocate before starting work (preferred): Gilbert, AZ 85297

Accolades

• Named one of “America’s 50 Best Companies to Sell For” by Selling Power Magazine
• Received the highest available ratings for financial strength from Standard & Poor’s, Moody’s Investors Service, Fitch Ratings, and A.M. Best
• Honored as one of “World’s Most Admired Companies” in the life insurance industry by Fortune Magazine
• Recognized by Business Week as one of the “Best Places to Launch a Career”