Junior BDR — Wealth Management (In-Office, Aventura)

Northwestern Mutual; Florida; On-site; USD 41,000 - 50,000; Full time

Job summary

Northwestern Mutual in Aventura, FL is seeking a Junior Business Development Representative to build elite sales skills in wealth management. You will prospect, qualify opportunities, and set meetings with high-potential clients while learning from an experienced advisor.

This in-office role emphasizes outbound calling, relationship development, and a path to professional growth in financial services. A motivated recent graduate will fit well.

Qualifications

• Bachelor's or Associate degree required.
• Strong verbal communication skills and professional appearance.
• Motivated, competitive, and coachable with outbound calling experience.
• Desire to build a career in sales, business development or financial services.

Responsibilities

• Conduct high-volume outbound calling to prospective clients.
• Identify and engage qualified prospects through phone outreach.
• Build and maintain a pipeline of prospective clients.
• Schedule introductory meetings for the advisor.
• Follow up consistently with prospects via phone, email, and text.
• Develop referral opportunities and networking connections.
• Maintain detailed prospecting notes and activity records in the CRM.
• Work with the advisor to refine prospecting strategies.
• Participate in weekly sales training and coaching sessions.
• Learn financial planning and wealth management concepts.
• Assist with lead tracking, pipeline management and marketing initiatives.

Skills

Outbound calling

Verbal communication

Lead generation

Relationship building

Coaching mindset

Education

Bachelor's or Associate degree

Tools

CRM software

Job description

Northwestern Mutual in Aventura, FL is seeking a Junior Business Development Representative to build elite sales skills in wealth management. You will prospect, qualify opportunities, and set meetings with high-potential clients while learning from an experienced advisor.

This in-office role emphasizes outbound calling, relationship development, and a path to professional growth in financial services. A motivated recent graduate will fit well.