Financial Advisor (Sales Focused) | Career Changers Encouraged to Apply

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Northwestern Mutual is a leading financial services company that has been helping clients achieve their financial goals for over 165 years. They are seeking a Financial Advisor who will build personalized financial plans for clients, manage their financial portfolios, and grow their client base through relationship-building and networking. The role allows for entrepreneurial growth and offers extensive training and support in financial planning and client acquisition.


Responsibilities

  • Grow your client base by making new connections, maintaining a strong referral networks, 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

Skills

  • Bachelor's degree
  • Entrepreneurial ambitions to be a business owner
  • History of success in relationship-building or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning and collaboration
  • Proficient critical thinking skills
  • Strong communicator
  • Strong sense of motivation and drive
  • Legal authorization to work in the US without sponsorship

Benefits

  • Performance-based earnings and revenue
  • 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

Company Overview

  • Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is https://www.northwesternmutual.com.

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