Financial Representative - Seeking Growth

Greater Hartford Wealth Management

West Hartford (CT)

On-site

USD 45,000 - 75,000

Full time

4 days ago
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Benefits offered by this job

Bonus based on performance
Dental insurance
Health insurance
Vision insurance
Flexible schedule
Training & development
Opportunity for advancement

Job summary

Greater Hartford Wealth Management is hiring a Financial Representative to work with clients on financial protection, income, and long-term security. This is a profession you build yourself—the harder you work, the further it grows.

You will receive coaching, mentorship, and tools to grow your client base while maintaining independence within a supportive team culture. Flexible scheduling and advancement opportunities are available as you develop your practice.

Qualifications

  • Bachelor's degree preferred, but not required.
  • Prior experience in insurance or financial services is helpful but not mandatory.
  • Willingness to obtain required state insurance licenses—training provided, sponsorship considered.
  • Strong ability to build lasting client relationships.

Responsibilities

  • Meet with clients to assess their financial protection and planning needs
  • Design and implement tailored financial strategies
  • Regularly review and update client financial plans and insurance policies
  • Build a growing client network through referrals, community involvement, and professional associations
  • Set and pursue your own growth goals, with mentorship and support along the way

Skills

Self-motivated
Growth mindset
Interpersonal skills
Communication skills

Education

Bachelor's degree preferred

Job description

Benefits:
  • Bonus based on performance
  • Company parties
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Opportunity for advancement
  • Training & development
  • Vision insurance
Ready for a Career with Real Room to Grow?

Not just a job — a practice you build and own. At Greater Hartford Wealth Management of Northwestern Mutual, your growth isn't capped by a title or a salary band. With real coaching, structure, and the independence to build something of your own, this is a career where your effort and ambition directly shape how far you go.

Our Growing Location:

29 S Main St., Ste 201, West Hartford, CT 06107

Why This Career Rewards Growth

This isn't a role with a fixed ceiling — it's built for people who want to keep growing:

  • Coaching-focused support system: Access to an Activity Coach, Client Building Coach, Performance & Mindset Coach, and Technology Coach, plus weekly mentorship and accountability to help you develop.
  • Goal-oriented growth: Setting targets and tracking progress is part of the day-to-day rhythm, so your growth is visible and measurable, not vague.
  • Priority management: Everyone gets the same 1,440 minutes in a day — how you invest them shapes how quickly and how far you grow.
  • Support with independence: A team-oriented culture with shared learning, balanced with ownership to build your practice at your own pace and in your own direction.
About the Role

As a Financial Representative, you'll work with clients to understand their financial needs and design tailored strategies that protect their assets, income, and long-term security. Unlike a traditional job with a fixed ceiling, this is a practice you build yourself — the harder and smarter you work, the further it grows.

Responsibilities
  • Meet with clients to assess their financial protection and planning needs
  • Design and implement tailored financial strategies
  • Regularly review and update client financial plans and insurance policies
  • Build a growing client network through referrals, community involvement, and professional associations
  • Set and pursue your own growth goals, with mentorship and support along the way
What You'll Need
  • Bachelor's degree preferred, but not required
  • Prior experience in insurance, financial services is helpful but not mandatory
  • Self-motivated and growth-oriented,
  • Strong interpersonal and communication skills, with the ability to build lasting client relationships
  • Willingness to obtain required state insurance licenses — training provided, sponsorship considered
What We Offer
  • A coaching-based support system built to help you grow, not just get by
  • Performance-based compensation with no ceiling is driven by your own effort
  • Support from a dedicated planning team, marketing resources, and experienced mentors
  • Flexibility to build a schedule around your goals
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