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Financial Representative

Northwestern Mutual

Northwestern Mutual

This job is no longer accepting applications

See open jobs at Northwestern Mutual.
Accounting & Finance
Colorado, USA
Posted on Wednesday, January 24, 2024

At Northwestern Mutual we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is a cornerstone for ensuring that reality. Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.

RECENT AWARDS AND ACCOLADES:

▪ FORTUNE 90

▪ Unsurpassed Financial Strength with total company assets of $290 billion.

▪ 97% of policy owners stay year after year.

▪ Top 10 Independent Broker-Dealer. Financial Advisor Magazine. $162 billion client assets held or managed by Northwestern Mutual.

▪ The largest direct provider of life insurance in the US.

▪ 4.9+ million total clients.

▪ Industry leader in total dividend payout with $6.5 billion.

▪ Best of the Springs by the Colorado Springs Gazette, 2021

▪ Best Places to Work for LGBTQ Equality by the Human Rights Campaign Foundation, 2022

▪ Military Friendly Employer Award, 2021

▪ Forbes’ Best Employers for Diversity, 2021

GIVING BACK:

▪ Proud Partner of Alex’s Lemonade Stand Foundation

▪ 500,000+ hours of Children’s cancer research funded

▪ $445+ million given back through Northwestern Mutual Foundation

▪ Locally: Citizen Soldier Connection, Ronald McDonald House Charities of Southern Colorado, Western Street Breakfast, the Pikes Peak or Bust Rodeo, & more!

JOB DETAILS:

Job Type: Full-time

Number of hires for this role: On-going need to fill this role

QUALIFICATIONS:

Education: Bachelor's (Preferred)

Location: Colorado

▪ A sufficient problem solver with a proven track record of success

▪ Coachable: Willing to learn and willing to ask for help

▪ Personable: Able to meet with clients and be a team player

▪ Intrinsically motivated: Able to set goals and stick to them without constant management

▪ Entrepreneurial mindset: Enjoys autonomy and the ability to build something for themselves

FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL:

Are you looking for more fulfillment from your career? Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there. Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.

We want people with different backgrounds and work experience. We are not expecting you to have extensive financial experience. A lot of our senior advisors were career changers from different industries. We welcome current advisors as well as people with aspirations to join the finance industry or have a passion for helping people solve problems. We see career changers from all different fields - including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university.

THIS CAREER OFFERS YOU:

▪ Stipends for training and licensing to help you get started.

▪ The ability to positively impact someone else's life.

▪ Personalized mentoring and award-winning training & development programs.

▪ Backing by Northwestern Mutual, an industry leader with a proven track record of success.

TRAINING & SUPPORT:

As a financial representative, you'll receive comprehensive learning and development, and ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential.

Our award-winning training program will help you:

▪ Get off to a fast start and maintain high performance over time.

▪ Grow and develop over your career through learning paths designed to guide you along the way.

▪ Pursue advanced professional designations and certifications with financial support.

Ongoing Support:

▪ Mentorship, Accountability Coaching, Industry Expert and Specialist Training, Investment Education, Monthly Product Training, & more!

A CAREER WITH ENDLESS OPPORTUNITIES:

This career is primarily commission based but also includes stipends and bonuses. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $65,000 in their first year, and there is potential for much more. What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like, in a career that only gets better over time.

Beyond income, you'll also have access to a comprehensive benefits package:

  • Comprehensive medical insurance
  • Medical, Dental, Vision, Prescription Drugs, FSAs
  • Two pension plans
  • Life and disability insurance
  • Health care and dependent care reimbursement accounts
  • Reimbursement for licensing and ongoing education / designations
  • Work / life balance
  • the ability to create your own schedule and spend more time with those who matter most

You'll also be rewarded with:

- The chance to pursue a leadership role. Leadership offers growth opportunities through recruitment, development and retention of fellow representatives, and growing network offices. Those in leadership have the choice to also maintain their own practice.

- Continuous opportunities for advancement through specialization in areas like disability income, long-term care, annuities, and investments. You may also choose to become a financial advisor or a wealth management advisor of Northwestern Mutual Wealth Management Company®.

- Exceptional income potential: what you earn is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses.

Income Growth Opportunity:

Average vs Top 25%:

Year 1 | $52,000 - $106,000

Year 3 | $103,000 - $202,000

Year 5 | $139,000 - $289,000

Year 10 | $234,000 - $490,000

Year 15 | $341,000 - $790,00

This job is no longer accepting applications

See open jobs at Northwestern Mutual.