Financial Sales Representative

Northwestern Mutual; Atlanta (GA); On-site; USD 61,000 - 250,000; Full time

Benefits offered by this job

Bonus programs and expense allowances

Fully company‑funded retirement package and pension plan

Comprehensive medical, vision, and dental plans

Life Insurance and Disability Income Insurance

Parental benefits at every stage of family planning

Job summary

Northwestern Mutual in Atlanta is seeking financially driven individuals to become financial advisors. This role focuses on helping clients achieve financial goals through personalized planning and strong client relationships. The compensation structure is performance-based, with average annual earnings ranging from $61K to $119K and potential earnings for top advisors reaching $250K. Training programs and comprehensive benefits like medical insurance, a retirement package, and licensing support are offered to ensure success in building a financial practice.

Qualifications

• Legal authorization to work in the US without sponsorship.
• Minimum of three years of service at Northwestern Mutual for certain programs.

Responsibilities

• Grow your client base through connections and referrals.
• Build personalized, holistic financial plans for clients.
• Manage client financial plans to help achieve goals.
• Foster relationships with clients through various life stages.

Skills

Entrepreneurial ambitions to be a business owner

History of success in relationship‑building

Desire for continuous learning

Critical thinking skills

Strong sense of motivation and drive

Job description

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with the education, skill‑building, and development strategies you need to be successful in building a financial planning practice that focuses on:

• Planning Experience
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance‑based compensation structure. We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long‑term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

About the Role

As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Qualifications

• Entrepreneurial ambitions to be a business owner
• History of success in relationship‑building or client‑facing roles
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Preferred Skills

Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre‑payment and reimbursement program.

Pay range and compensation package

Performance‑based earnings and revenue:

• Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
• Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support
• Fully company‑funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning

Pay Range: USD $61,000.00 - USD $250,000.00 /Yr.