Financial Sales Representative - Training & Development

Northwestern Mutual; Olde West Chester (OH); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Bonus programs

Licensing support

Retirement plan

Health insurance

Job summary

Northwestern Mutual in West Chester, OH offers a full training and mentorship program in sales, finance, leadership, and entrepreneurship. You will build your own client base, receive coaching, and develop professional designations with company support.

The role emphasizes ethics, relationship building, and ongoing personal growth within a respected financial services firm. The program invites individuals who are ambitious, client-focused, and ready to learn.

Qualifications

• 4-year degree or equivalent professional work experience
• Experience building and maintaining meaningful relationships
• Interpersonal skills for success in client facing roles
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship

Responsibilities

• Receive personalized coaching and market development resources, along with financial support for professional designations and certifications.
• Establish impactful networks within the West Chester community and learn how to authentically build referral connections.
• Develop and maintain long-term client relationships.
• Provide customized financial strategies and solutions through holistic financial planning.
• Broaden and deepen your skillset through ongoing professional development and joint work.

Skills

Sales

Leadership

Relationship building

Communication

Education

Bachelor's degree

Tools

SIE

Series 6

Series 63

Series 7

CFP

Licensing support

Job description

Full training and mentorship program in sales, finance, leadership, and entrepreneurship in West Chester, Ohio 45069

Things have changed in the past year and so have you. It’s time to be bold, build something, and make a difference right here in our local communities.

Join our team and embark on a journey of significant impact. We understand this drive and know you can build a sustainable career with profound influence. It’s happening throughout our firm, and you can make a career move that redefines your approach to work and the legacy you leave.

• Impact - The opportunity to make a tangible difference in your community and the lives of others through your entrepreneurial endeavors, sales, and leadership.
• Educate - Access to a comprehensive Training and Development program designed to foster your growth as a business owner, with a clear trajectory for leadership roles.
• Influence – presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
• Own - Flexibility and independence to shape your own career path and achieve the work-life balance you desire.
• Collaborate - A supportive network of like-minded individuals who are dedicated to pushing boundaries and achieving their best every day.

How You Will Build Your Business:

• Receive personalized coaching and market development resources, along with financial support for professional designations and certifications.
• Establish impactful networks within the West Chester community and learn how to authentically build referral connections.
• Develop and maintain long-term client relationships.
• Provide customized financial strategies and solutions through holistic financial planning.
• Broaden and deepen your skillset through ongoing professional development and joint work.
• Design your roadmap to leadership and specialized roles.

No financial advising experience required. Change your career while making an impact.

We're looking for individuals who embody the following qualities:

• Reliability, integrity, and a commitment to ethical practices.
• Exceptional communication skills and a natural ability to build strong relationships.
• A self-driven, goal-oriented mindset with a passion for continuous growth and success as a business owner and leader.
• A willingness to learn, adapt, and thrive in a dynamic and challenging environment.

Join us and become a part of a renowned company that values diversity, teamwork, and work-life balance. Take the next step towards a rewarding career in sales, management, leadership, entrepreneurship, and business ownership, and be a catalyst for positive change in the lives of individuals and communities.

Northwestern Mutual: Asset and Income Protection – Education Funding – Investment and Advisory Services – Trust Services – Retirement Solutions – Business Needs Analysis

Compensation and Benefits

• Compensation and commission structure to support early development.
• Renewable income
• Bonus programs and expense allowances
• Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more.
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance
• Family Financial Planning

You could be right for this opportunity if you have:

• 4-year degree or equivalent professional work experience
• Experience building and maintaining meaningful relationships
• Interpersonal skills for success in client facing roles
• Desire for continuous learning
• Legal authorization to work in the US without sponsorship

About Us:

For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the care and expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We are committed to a diverse, inclusive, and belonging environment where everyone’s different viewpoints bring new successes!

• Fortune 100 company (2021) Currently 110
• Forbes' Best Employers for Diversity (2018-2020)
• #1 Among Life Insurers Most Admired Companies for Financial Soundness
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2025) - $350 billion (retail investment client assets held or managed}

THIS JOB IS LOCATED IN WEST CHESTER OHIO, 45069