Job description
Financial Representative//Financial Services Professional
Financial Representatives at Northwestern Mutual Greater Orlando helps their clients
live more and worry less through our personalized approach to financial planning. As a
business owner, they spend their days acquiring clientele and finding financial solutions
with help from our industry-leading training, mentors, and products. Discover your
earning potential, craft a workday around your life, and make an impact every day.
Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and
development strategies you need to be successful and confident in this career. With
additional access to nationwide mentors and leaders, we will surround you with
resources to help in your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Education Funding -
Investment & Advisory Services - Trust Services - Retirement Solutions - Business
Needs Analysis
As a Northwestern Mutual Financial Representative:
1. Build—Work to build a client base by growing relationships with your network and
develop knowledge of NM financial products and market trends.
2. 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.
3. Influence— Presenting clients with the opportunity to protect and prosper, you will
drive clients to action through expert influence and recommendations.
4. 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.
Compensation & Benefits
· Commission structure to support early development
· Renewable income
· Bonus programs and expense allowances
· 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
You could be right for this opportunity if you have:
· 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
Are you ready to change your life and the lives of your clients? Apply now!
About Us.....
For over 160 years, we have helped our clients spend their lives living through
comprehensive and innovative financial planning. We combine the expertise of our
financial professionals with personalized digital experience and industry-leading
products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments,
and annuities—built to reinforce each other, keeping our clients consistently on track to
meet goal after goal. We lead with unmatched financial strength and access to the best
products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We
value an inclusive and belonging environment where everyone’s different viewpoints
bring new successes!
Why join Northwestern Mutual:
· #90, Fortune 100 company (2021)
· Forbes' Best Employers for Diversity (2018-2020)
· Top 10 US Independent Broker-Dealers1
· #1 Amongst Life Insurers Most Admired Companies2 for Financial Soundness
· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality
Index (2015-2021)
· $224 billion3 (retail investment client assets held or managed)
1 Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial
Advisor magazine and InvestmentNews, April 2021.
2 To determine the best-regarded companies in more than 50 industries, FORTUNE
asked executives, directors, and analysts to rate enterprises in their own industry on
nine criteria. Details at fortune.com
3 Combined client assets of NMIS and NMWMC as of June 30, 2021
Northwestern Mutual Financial Representatives are Independent Contractors whose
income is based solely on production.
Job Type: Full-time
Salary: $40,000.00 - $90,000.00 per year
Benefits:
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance
• Retirement plan
• Vision insurance
Physical setting:
• Office
Schedule:
• Self-determined schedule
Supplemental pay types:
• Commission pay
Ability to commute/relocate:
• Orlando, FL 32827: Reliably commute or planning to relocate before starting
work (Required)
Experience:
• Financial concepts: 1 year (Preferred)
Work Location: Hybrid remote in Orlando, FL