Young Professionals

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

• Strong verbal communication skills

Junior Business Development RepresentativeFinancial Services & Wealth Management

Location: Aventura, FL (In Office)

Schedule: Monday-Friday, 8:00 AM - 5:00 PM

Compensation: $45,000 Base Salary + Performance Bonuses + Career Growth Opportunities

About the Opportunity

We are seeking a highly motivated, competitive, and driven recent college graduate to join a growing wealth management practice affiliated with Northwestern Mutual. This is an opportunity to work directly alongside a nationally recognized financial advisor who has been a top producer for more than 13 years, achieving Top 100 ranking nationally in 2019 and Top 300 ranking nationally in 2024.

This role is designed for someone who wants to build elite sales skills, develop confidence in business development, and learn how successful financial professionals acquire and cultivate high-quality client relationships.

The ideal candidate is energetic, resilient, coachable, and unafraid of hearing "no." If you enjoy competition, thrive in a fast-paced environment, and want to learn how top producers generate opportunities, we want to meet you.

Position Summary

The Junior Business Development Representative will focus primarily on outbound prospecting, lead generation, appointment setting, and relationship development. This individual will be responsible for creating qualified opportunities and scheduling meetings with prospective clients.

You will receive direct mentorship and sales training from an experienced advisor with a proven track record of success in financial services.

This is not a call center position. This is a professional sales development role focused on helping build a premier wealth management practice.

Responsibilities

Prospecting & Business Development

• 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 through phone, email, and text.
• Develop referral opportunities and networking connections.
• Maintain detailed prospecting notes and activity records within the CRM.

Sales Support

• Work closely 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 and pipeline management.
• Help execute marketing and business development initiatives.

Professional Development

• Participate in ongoing sales coaching and mentorship.
• Develop expertise in communication, influence, relationship building, and client acquisition.
• Gain exposure to financial planning, investment management, insurance solutions, and wealth management strategies.

QualificationsRequired

• Bachelor's Degree or Associate's Degree
• Strong verbal communication skills
• Professional attitude and appearance
• Highly motivated and competitive personality
• Comfortable making outbound calls throughout the day
• Strong work ethic and ability to handle rejection positively
• Desire to build a career in sales, business development, financial services, or entrepreneurship

Preferred

• Previous sales, internship, customer service, or leadership experience
• Experience in athletics, student organizations, or competitive activities
• Interest in finance, investing, wealth management, or financial planning
• Demonstrated ability to achieve goals and exceed expectations

Ideal Candidate Traits

We're looking for someone who:

• Is relentless and persistent in pursuing opportunities
• Has a positive attitude and strong mental toughness
• Takes coaching well and applies feedback quickly
• Is organized and accountable
• Wants to learn from a proven producer
• Enjoys winning and achieving measurable goals
• Is excited about a long-term career opportunity

Compensation & Growth

Compensation

• $45,000 annual base salary
• Performance-based bonuses
• Incentives tied to qualified appointments and business generated
• Ongoing training and professional development

Career Path

This role offers a unique opportunity to learn directly from a nationally recognized financial advisor with more than 13 years of experience. Successful candidates will gain advanced sales, prospecting, and relationship-building skills that can serve as the foundation for future opportunities within financial services, wealth management, business development, or financial advising.

Location: Aventura, Florida

Position Type: Full-Time, In-Person

We are looking for someone who is hungry, coachable, and willing to outwork the competition. We can teach the skills. We cannot teach drive.