Financial Representative Career Changer

Overview

About the Role:

As a Financial Representative with Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

• Client Consultation:
  Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning:
  Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions:
  Recommend and implement insurance strategies to protect clients  assets and income.
• Ongoing Support:
  Monitor clients  financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking:
  Build and maintain a network of clients through referrals, community involvement, and professional associations.

• Education:
  
  A bachelor s degree is preferred.
• Experience:
  
  Previous experience in financial services, insurance, or business development is beneficial but not required.
• Skills:
  
  Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licensing: FL 2:15, Life, Health, and Annuity Agent License (will complete in initial onboarding).
• Commitment to growth:
  Personal growth and training, including required investment licensing within the first two years and strong encouragement to pursue professional accreditations such as CFP, RICP, CLU, and others.

• Professional Development:
  Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential:
  Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship:
  Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance:
  Flexibility to create a schedule that fits your lifestyle and goals.
• Retirement Benefits:
  Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
• Impact:
  Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Kevin Chadwick is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.