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Financial Representative

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Denver, CO, USA · Denver, CO, USA · Colorado, USA · United States
Posted on Thursday, July 4, 2024

As business owners, Financial Representatives at Northwestern Mutual (North Denver) help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering 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.

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

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

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

As a Financial Representative, you have the opportunity:

1. Build—Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.

2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.

3. Influence— Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, 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 optimal advice for your clients’ needs.

Responsibilities

· Performance-based earnings and revenue (average annual earnings of $70K-$250K; based on 2015 - 2022 company average for representatives in the first 3 years)

· 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, SIE, Series 6, Series 63, CFP®, and more

· NM-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

Qualifications

- 4-year degree; or equivalent professional work experience

- Entrepreneurial ambitions

- History of success in relationship-building or client-facing roles

- Excellent time-management skills

- Desire for continuous learning and collaboration

- Proficient critical thinking and communication competencies

- Legal authorization to work in the US without sponsorship

Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.

If you are looking to discuss the opportunity further, check out our application: https://www.northwesternmutual.com/financial-representative-careers/

You're welcome to call (303)-512-2118 or email our recruiter at kelly.dubek@nm.com for any and all inquiries!