Financial Representative (Training Provided)

Longwood University

Carmel (IN)

Hybrid

USD 120,000 - 140,000

Full time

14 days+

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Benefits offered by this job

Comprehensive medical insurance
401(k) matching
Flexible spending account
Parental leave
Choose your own hours

Job summary

A leading financial services company in Carmel, IN seeks a Financial Representative. This role offers extensive training and the chance to help clients achieve their financial goals, alongside a compensation model that starts at around $120,000 annually with possible commissions and bonuses. Ideal candidates will have strong interpersonal skills and a commitment to success, with educational backgrounds in various fields preferred.

Qualifications

  • Ability to build personal, trusted relationships.
  • Driven individual committed to success.
  • Willing to learn and grow in the financial services field.

Responsibilities

  • Help clients develop and implement financial plans.
  • Mentor and train under industry experts.
  • Control income based on performance.

Skills

Interpersonal skills
Motivation
Sales
Financial planning interest

Education

Bachelor's degree from a four-year college or university
Associate degree

Job description

Financial Representative (Training Provided)

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 from 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? 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 other's life.
  • Personalized mentoring and award-winning training.
  • Backing by Northwestern Mutual, an industry leader with a proven track record of success.
CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?

Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:

  • You know how to connect with people, building personal, trusted relationships.
  • Financial planning is interesting to you.
  • You’re a driven person who’s committed to succeeding.
  • You’re ready to earn more for your hard work.
  • You enjoy helping people make more informed, confident decisions.
  • You're ready to live the life you want, both personally and professionally.
A CAREER WITH ENDLESS OPPORTUNITIES

This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $100,000 in their first year, and there is potential for much more.

What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.

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

Beyond income, you'll also have access to a comprehensive benefits package:
  • Comprehensive medical insurance
  • Two pension plans
  • Life and disability insurance
  • Health care and dependent care reimbursement accounts
  • Reimbursement for licensing and ongoing education
We want people with different backgrounds and work experience

including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.

About Northwestern Mutual:

At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!

Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.

Job Type: Full-time

Pay: $120,000.00 - $140,000.00 per year

  • 401(k)
  • 401(k) matching
  • Employee assistance program
  • Financial planning services
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Matching gift program
  • Parental leave
  • Referral program
  • Vision insurance
  • Choose your own hours
  • Monday to Friday

Work setting:

  • In the field
  • Office

Education:

  • Associate (Required)

Work Location: Hybrid remote in Carmel, IN 46032

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