Northwestern Mutual→
Financial Advisor at Northwestern Mutual in Lake Mary, FL
Entry LevelOn-siteLake Mary, FL$50k–$100k/yr
Skills
financial planningsales experienceclient relationship managementtime managementcontinuous learningentrepreneurial ambitionsclient-facing roles
Job Description
Summary: Northwestern Mutual is a leading financial services company that helps clients achieve financial security through personalized planning. The Financial Advisor role involves building a client base, educating clients on financial products, and providing expert recommendations to help them achieve their financial goals.
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
- Legal authorization to work in the US without sponsorship
Required Skills: Financial Planning, Sales Experience, Client Relationship Management
Important Skills: Time Management, Continuous Learning
Nice-to-Have Skills: Entrepreneurial Ambitions, Client-Facing Roles
Benefits: Dental insurance, Employee assistance program, Financial planning services, Flexible schedule, Health insurance, Health savings account, Life insurance, Referral program, Retirement plan, Vision insurance, Bonus opportunities, Commission pay
Benefits
Dental insurance
Employee assistance program
Financial planning services
Flexible schedule
Health insurance
Health savings account
Life insurance
Referral program
Retirement plan
Vision insurance
Bonus opportunities
Commission pay