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Financial Sales Consultant

Remote role Full-time Open position

Northwestern Mutual is a leading financial services company that offers a unique opportunity to become a financial advisor. In this role, you will help clients achieve their financial goals through personalized planning and relationship building, while also managing their financial plans and growing your own client base.

Responsibilities

  • Grow your client base by making new connections, maintaining a strong referral networks, and providing a great client experience
  • Build personalized, holistic financial plans tailored to every client’s unique needs
  • Manage your client’s financial plans to help them achieve their goals
  • Grow relationships with clients to support them through every stage of life

Skills

  • Bachelor's degree
  • Entrepreneurial ambitions to be a business owner
  • Sales experience
  • 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
  • Obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63

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

Company Overview

  • Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments. It was founded in 1857, and is headquartered in Milwaukee, Wisconsin, USA, with a workforce of 5001-10000 employees. Its website is https://www.northwesternmutual.com.
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