Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Farmingdale, NY
Entry LevelHybridFarmingdale, NY$79k–$1114k/yr
Skills
financial planningsales experienceclient relationship managementinsurance licensingentrepreneurial ambitionscontinuous learning
Job Description
Summary: Northwestern Mutual is a company dedicated to helping families and businesses achieve financial security through a comprehensive planning approach. As a Financial Advisor, you will build a client base, educate clients on financial solutions, and take ownership of your business development while receiving industry-leading training and support.
Responsibilities:
- Build —Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends
- Educate —Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans
- Influence — Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert 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
Required Qualifications:
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in sales, athletics, military, client services, or client-facing roles
- Excellent time-management skills
- Desire for continuous learning
Required Skills: Financial Planning, Sales Experience
Important Skills: Client Relationship Management, Insurance Licensing
Nice-to-Have Skills: Entrepreneurial Ambitions, Continuous Learning
Benefits: 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
Benefits
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