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Financial Representative

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Tampa, FL, USA
Posted on Tuesday, June 11, 2024

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 165 years. Northwestern Mutual Greater Tampa Bay (NMGTB) is the local company that attracts, trains, and develops financial advisor talent for five district offices. Our mission is to empower our advisors and clients to reach their dreams. In a company with such a long and storied history, this is an exciting time to be a part of our firm. We are growing, and we want you to grow with us!

Lamar Edwards is a dedicated professional who has been making a positive impact in the financial industry for over seven years. In his current role as the Growth and Development Director at Northwestern Mutual, Lamar brings his wealth of experience and expertise to guide and mentor a team of talented advisors. He is passionate about fostering a collaborative and supportive environment, where every team member has the opportunity to grow both personally and professionally. Lamar's leadership style is rooted in his belief in the power of teamwork, hard work, and a shared commitment to excellence!

Northwestern Mutual enjoys premiere national recognition including:

· Ranks 111 on the FORTUNE® 500 list

· One of the "World's Most Admired" life insurance companies (FORTUNE®, 2020)

· One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019)

Position Overview

We are actively seeking new Financial Representatives to join our growing practice in our Tampa Westshore office on Lamar Edward’s Team.

**No prior finance experience required, career changers welcome!

As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future so they can live more and worry less. As a business owner with unlimited earning potential, you will experience the power of independence and flexibility – with the freedom to craft a workday around your life. Ideal candidates are entrepreneurially minded and values-driven leaders who believe in the value of financial planning and have a desire to make an exponential impact in the community.

Through a holistic planning approach that integrates insurance and investments inside a comprehensive financial plan, Northwestern Mutual Financial Representatives help their clients navigate their financial lives through a wide range of financial planning services including:

· Asset and Income Protection / Insurance Planning

· Retirement Planning

· Education Funding

· Investment Advisory Services

· Fee-Based Financial Planning

· Business Planning

· Estate Planning

Financial Representatives at Northwestern Mutual enjoy continued support through our best-in-class Advisor Support Platform:

· A nationally recognized Training and Development program with a well-defined leadership path that integrates education and experiential learning

· Ongoing development, mentors, joint work, and product specialists

· Comprehensive personal and business planning analysis tools

· Insurance and investment operations team

· Product sales support and client servicing

· Aggregated client account software

· Financial support for professional designations and certifications

Preferred qualifications

We are interested in candidates with a wide variety of work experience, including but not limited to: financial services, business development, career changers, hospitality, banking, sales, marketing, management, educators, athletes, logistics, communications, real estate, entrepreneurs, military veterans, lawyers, attorney, brokers, and community influencers.

· Bachelor’s degree from a four-year institution

· An entrepreneurial spirit and desire to create an impact in the community

· Strong interpersonal and networking skills

· Self-starter and highly motivated

· History of high achievement demonstrated by rapid growth and consistent, measurable results

· Prior sales and/or business experience preferred


· Medical, Dental and Vision Insurance

· Two company-funded retirement plans

· Group Life Insurance

· Group Disability Income Insurance

· Flexible Spending Account (FSA)

· Sponsorship and training for licenses and professional designations

· Leadership Opportunities

· Sponsorship of licenses and other professional designations (including Florida 2-15 Life, Health, and Variable Annuity Agent License and FINRA licenses)

Additional Details

Location: 1511 N West Shore Blvd, Suite 800, Tampa, FL 33607