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Financial Advisor (Sales Training + Mentorship Provided)

Northwestern Mutual

Northwestern Mutual

Accounting & Finance, Sales & Business Development
Schaumburg, IL, USA
Posted on Thursday, May 23, 2024

Financial Representative

BEGIN YOUR CAREER WITH NORTHWESTERN MUTUAL

Financial Representatives at Northwestern Mutual Chicagoland help their clients live more and worry less through our personalized approach to financial planning. Financial Representatives help their 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.

Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

  • Planning Experience
  • Asset & Income Protection
  • Education Funding
  • Investment & Advisory Services
  • Trust Services
  • Retirement Solutions
  • Business Needs Analysis

As a business owner, you will spend your days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

As a Northwestern Mutual Financial Representative:

  1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
  2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
  3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
  4. Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs.

Career Offers You:

  • Stipend for training and licensing to help you get started
  • Ability to positively impact someone’s life
  • Personalized mentoring, coaching and award winning training programs
  • Backing by NM, an industry leader with a proven track record of success

Compensation & Benefits

  • Commission structure to support early development
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision insurance
  • Life Insurance and Disability Income Insurance
  • Family Planning

(Similar to owning a business, which is based on revenue generated. This is NOT a salary position)

1-4year| $92,597/yr - $152,711/yr

5+yrs| $740,000-$1,686,307

You could be right for this opportunity if you have:

  • 4-year degree; or equivalent professional work experience
  • Ability to connect with people and network
  • Financial planning is interesting to you
  • Entrepreneurial ambitions who is committed to succeeding
  • History of success in sales, athletics, military, client services, or client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning
  • Legal authorization to work in the US without sponsorship

Are you ready to change your life and the lives of your clients? Apply now!

About Us

For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

  • Fortune 100 company (2021)
  • Forbes' Best Employers for Diversity (2018-2020)
  • Top 10 US Independent Broker-Dealers
  • #1 Amongst Life Insurers Most Admired Companies for Financial Soundness
  • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
  • $224 billion3 (retail investment client assets held or managed)