Financial Representative - Seeking Career Changers

Northwestern Mutual - The Big Apple; New York (NY); On-site; USD 50,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Financial Representative, where you will empower individuals and businesses to achieve their financial goals. With a strong emphasis on mentorship and professional development, you will build lasting client relationships through personalized financial planning and insurance solutions. This role offers the freedom to create your own path in one of the most vibrant cities, supported by a dedicated team and cutting-edge resources. If you're passionate about making a meaningful impact and helping clients secure their financial futures, this opportunity is perfect for you.

Benefits

Ongoing Training and Certifications

Flexible Scheduling

Marketing Resources

Dedicated Team Support

Qualifications

• Bachelor’s degree preferred for the Financial Representative role.
• Experience in financial services or business development is beneficial.

Responsibilities

• Understand clients’ financial goals and concerns through consultations.
• Develop comprehensive financial plans including investments and insurance.

Skills

Interpersonal Skills

Communication Skills

Trust-Building Skills

Education

Bachelor's Degree

Job description

Job Description

At Northwestern Mutual - The Big Apple, we aim to impact lives today and for generations, helping clients achieve their financial goals and build lasting relationships. At Northwestern Mutual, we believe in empowering you to build your own business from the ground up, with the support of seasoned mentors and a structured, award-winning training program.

Our long-standing history in the greater New York area includes helping individuals and families achieve their financial dreams—whether it’s sending children to college, purchasing homes, planning for retirement, or securing their financial future. Our reputation for comprehensive financial solutions and exceptional service has earned the trust of New Yorkers, making us a reliable partner in their financial journeys.

Joining our team means becoming part of a legacy of success—where you will have resources, guidance, and the freedom to create your own path. You’ll work in one of the most vibrant cities and join a company recognized for its financial stability and industry leadership. With top-tier support, expert mentoring, and cutting-edge technology, you’ll have everything needed to grow your business and make a lasting impact.

Our thriving office is located at: 300 Madison St., New York, NY 10017

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500 company serving over 5 million people. As a mutual company, we answer to our policyowners, not Wall Street. Founded in Wisconsin in 1857, we are recognized as one of America’s top companies and one of the “World’s Most Admired” life insurance companies in 2024 by FORTUNE. We are dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders:

• Milan Suri - Managing Director
  With 5 years at NM and over 15 years in the industry, Milan is passionate about Indian American heritage, tennis, and family. A Georgetown graduate.
• Tom Samar - Managing Director and CFP
  Joined NM in 2015, a college baseball player, fluent in sign language, and a travel enthusiast.
• Theresa Calabrese - Managing Director and Certified Coach
  Joined in 2008, first female MD in NYC for NM, outdoors lover, and dedicated mother.

About the Financial Representative Role:

As a Financial Representative, you will help individuals and businesses reach their financial goals through personalized insurance and financial planning, building long-term client relationships.

Key Responsibilities:

• Client Consultation: Understand clients’ financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend strategies to protect assets and income.
• Ongoing Support: Monitor and adjust plans as needed.
• Networking: Build and maintain a client network through referrals and community involvement.

Qualifications:

• Education: Bachelor’s degree preferred.
• Experience: Financial services, insurance, or business development experience beneficial but not required.
• Skills: Strong interpersonal, communication, and trust-building skills.
• Licenses: Will need Series 6, 63, and state insurance licenses (training provided).

Benefits:

• Professional Development: Ongoing training and certifications.
• Income Potential: Competitive compensation with performance incentives.
• Support and Mentorship: Dedicated team, marketing resources, and mentors.
• Work-Life Balance: Flexible scheduling.
• Impact: Help clients achieve financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Milan Suri is a General Agent of NM and not in legal partnership with NM or its subsidiaries.