Northwestern Mutual→
Financial Representative
Entry LevelHybrid
Location
Murfreesboro, TN
Salary
$70k–$250k/yr
Experience
Not specified
Posted
1 week ago
Skills
financial planningasset protectionincome protectioneducation fundinginvestment advisory servicestrust servicesretirement solutionsbusiness needs analysisinsurance licensingsie certificationseries 6 certificationseries 63 certificationcertified financial planner (cfp)entrepreneurial ambitioncontinuous learning
Job Description
Summary: Northwestern Mutual is a Fortune 500 company that specializes in financial planning. As a Financial Representative, you will help clients achieve their financial goals through personalized financial solutions while building your own client base and developing your business skills.
Responsibilities:
- Build—Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends
- Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans
- Influence— Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, 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 optimal advice for your clients’ needs
Required Qualifications:
- 4-year degree; or equivalent professional work experience
- Entrepreneurial ambitions
- History of success in relationship-building or client-facing roles
- Excellent time-management skills
- Desire for continuous learning and collaboration
- Proficient critical thinking and communication competencies
- Legal authorization to work in the US without sponsorship
Required Skills: Financial Planning, Asset Protection, Income Protection, Education Funding, Investment Advisory Services, Trust Services, Retirement Solutions, Business Needs Analysis, Insurance Licensing, SIE Certification, Series 6 Certification, Series 63 Certification, Certified Financial Planner (CFP), Entrepreneurial Ambition, Continuous Learning
Benefits: 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, SIE, Series 6, Series 63, CFP®, and more, NM-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
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, SIE, Series 6, Series 63, CFP®, and more
NM-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