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Career Changers- Business/Finance

Northwestern Mutual

Northwestern Mutual

Accounting & Finance
Boca Raton, FL, USA · Boca Raton, FL, USA
Posted on Monday, August 26, 2024

Financial Representatives at Northwestern Mutual - The Buccilli Financial Group help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

We are committed to reflecting our community and seek talented individuals who share our core values. As we grow to reach all segments of our community, we promote culture competence through extensive training, education, and exposure to diverse perspectives with and outside our firm.

No matter who you are, you can be yourself at Northwestern Mutual. We believe every employee brings a unique perspective to the table and, when we all collaborate, we can create a culture where everyone belongs.

Championing diversity, equity, and inclusion is a consistent thread woven throughout everything we do. We’re dedicated to supporting and promoting diversity, not just within our company and for our employees, but within our communities and the businesses we partner with.

Our award-winning training equips you with the knowledge, 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 support 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 Northwestern Mutual Financial Representative:

1. Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.

2. Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.

3. Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.

4. Own—Take ownership of the 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.

Compensation & Benefits

  • Commission structure to support early development
  • Renewable income
  • Bonus programs and expense allowances
  • Support for insurance licensing, SIE, Series 6 or 7, Series 63, CFP®, and more
  • Retirement Package and Pension Plan
  • Medical, Dental, Vision, Life Insurance and Disability Income Insurance
  • Family Planning

You could be right for this opportunity if you have:

  • 4-year degree; or equivalent professional work experience
  • Entrepreneurial ambitions
  • Experience building meaningful relationships
  • Interpersonal skills for success in client-facing roles
  • Excellent time-management skills
  • Desire for continuous learning
  • Legal authorization to work in the US without sponsorship

Are you ready to build your best life and enhance the lives of your clients? Apply now!

Why join Northwestern Mutual:

  • Fortune 100 company (2021)
  • Forbes' Best Employers for Diversity (2018-2020)
  • Top 10 US Independent Broker-Dealers1
  • #1 Amongst Life Insurers Most Admired Companies2 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)