Financial Representative

Northwestern Mutual

Sacramento (CA)

On-site

USD 82,000 - 136,000

Full time

14 days+

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Benefits offered by this job

401(k)

Health insurance

Life insurance

Parental leave

Referral program

Job summary

A leading financial services company is seeking a Financial Representative to provide expert guidance in financial planning. This full-time role offers uncapped earning potential with base pay ranging from $82,000 to $136,000 per year, plus various bonuses and benefits. The ideal candidate has a 4-year degree, strong interpersonal skills, and a passion for helping clients achieve financial security. You'll work independently and as part of a team while making a positive impact in your community.

Qualifications

History of success in sales or client-facing roles.
Passion for helping clients achieve financial security.
Legal authorization to work in the US for 5+ years.

Responsibilities

Provide comprehensive financial planning guidance.
Develop financial solutions based on client goals.
Build and maintain a client base.

Skills

Interpersonal skills

Sales and client management

Relationship-building skills

Ability to work independently

Education

4-year degree or equivalent professional experience

Job description

Candidates not currently residing in the Sacramento area WILL NOT be considered for this role. Please apply to your local office here: https://opportunities.northwesternmutual.com/financial-advisors

Begin a Career with

Growth early leadership tracks, and uncapped earning potential
Impact in the lives of your communities and clients through comprehensive financial planning
Increasing Flexibility over your time and calendar
Income potential directly matching your effort and ambition
Culture built on exceptional training, office activities, collaboration, and community involvement and philanthropy

Company Description

Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer a personalized, holistic approach to financial planning, including insurance and investments. Our advisors provide continuous support with leading insights, technology, and digital-first experiences. Managing over $265 billion in assets and trusted by more than 4.5 million people, we offer a wide range of financial services. We are committed to diversity and growth, supporting our financial workforce and professionals nationwide.

Role Functions

The role involves providing expert guidance to meet the comprehensive financial planning needs of individuals and businesses.

Provide services including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
Understand clients' goals and visions to develop holistic financial solutions that put clients on a path to financial success.
Consult with clients on their financial plans (investments, insurance, retirement, taxes, business planning, benefits, etc.).
Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis.

Compensation and Benefits

Sales commissions and renewal revenues
Monthly KPI bonuses up to $30,000 in first 6 months
New-client and client-retention bonuses
Health, vision, and dental insurance
Company-funded retirement package
Group life insurance and disability income insurance
Sponsorship and payment for insurance licensing, SIE, Series 7, Series 63, CFP (not a prerequisite for hiring)

Average and Top Performer Income

Year 1 | $82,000 - $136,000

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

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

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

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

Qualifications

4-year degree or equivalent professional work experience
History of success in sales, athletics, military, client services, or general client-facing roles
Strong interpersonal and relationship-building skills
Sales and client management experience is a plus
Ability to work independently and as part of a collaborative team
Passion for helping clients achieve financial security
Legal authorization to work in the US for 5+ years without sponsorship
Unsurpassed financial strength with total company assets of $366 billion
Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management
Forbes’ Best Employers for Diversity (2023)
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023)
2024 Training APEX Award winner