Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Englewood, CO
Entry LevelOn-siteEnglewood, CO$70k–$200k/yr
Skills
financial planningsales experiencebusiness experienceclient relationship buildinginsurance licensingsieseries 6series 63cfp®entrepreneurial ambitionstime-management skillsdesire for continuous learning
Job Description
Summary: Northwestern Mutual is a leading financial services company that helps clients achieve financial security through personalized planning. As a Financial Representative, you will build a clientele, educate clients on financial options, and take ownership of your business development while receiving extensive training and support.
Responsibilities:
- Build —Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends
- 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
- Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations
- 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. You are in business for yourself but not by yourself!
Required Qualifications:
- 4-year degree; or equivalent professional work experience
- Legal authorization to work in the US without sponsorship
- Excellent time-management skills
- Desire for continuous learning
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Entrepreneurial ambitions
Preferred Qualifications:
- Prior sales and/or business experience preferred
Required Skills: Financial planning, Sales experience, Business experience, Client relationship building, Insurance licensing, SIE, Series 6, Series 63, CFP®, Entrepreneurial ambitions, Time-management skills, Desire for continuous learning
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, Life Insurance and Disability Income Insurance, Family Planning, 401(k), Dental insurance, Flexible schedule, Health insurance, Life insurance, Vision insurance
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, Life Insurance and Disability Income Insurance
Family Planning
401(k)
Dental insurance
Flexible schedule
Health insurance
Life insurance
Vision insurance