Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Ocala, FL
Entry LevelHybridOcala, FL$128k–$536k/yr
Skills
life/accident & health certificationssecurities industry essentials (sie)series 6entrepreneurial ambitionsrelationship-buildingtime-managementdrivedesire for learning
Job Description
Summary: Northwestern Mutual has been helping clients achieve financial security for over 168 years and is seeking individuals to join their team as Financial Advisors. The role involves extensive training, mentoring, and support to develop skills in client acquisition and financial planning.
Responsibilities:
- Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country
- We are committed to your continued training and development throughout your career
- That starts with our award-winning curriculum designed to support your first three years in the business
- In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience
- To become a financial advisor, you must obtain the following licenses:
- Life/Accident & Health Certifications
- Securities Industry Essentials (SIE)
- Series 6, 7, and 63
- Northwestern Mutual provides pre-payment/reimbursement for course tuition fees and books
Required Qualifications:
- Life/Accident & Health Certifications
- Securities Industry Essentials (SIE)
- Series 6, 7, and 63
- Entrepreneurial ambitions to be a business owner
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking skills
- Strong communicator
- Strong sense of motivation and drive
- Legal authorization to work in the US without sponsorship
Required Skills: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), Series 6
Important Skills: Entrepreneurial ambitions, Relationship-building, Time-management
Nice-to-Have Skills: drive, Desire for learning
Benefits: Performance-based earnings and revenue, 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, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more, Certified Financial Planner® licensing support, Fully company-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
Benefits
Performance-based earnings and revenue
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, Securities Industry Essentials®, Series 6, Series 7, Series 63, and more
Certified Financial Planner® licensing support
Fully company-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