Job description

Financial Representative - Wellesley, Ma

Northwestern Mutual is seeking new Financial Representatives to join growing practice. Strong applicants will have exceptional interpersonal skills, have a history of personal success, and have a demonstrated interest in business, finance, or entrepreneurship.

Financial Representatives at Northwestern Mutual Wellesley help their clients build for the future through our holistic approach to financial planning. As a business owner each financial representative spend their days acquiring new clients while maintaining their book of clients. Northwestern Mutual's industry-leading training, mentors and products give financial representative everything needed to be successful.

Our award-winning training equips each financial representative with the necessary development, education and skill building in order to successfully launch your own business. With resources nationwide including mentors and leaders, you will be given every resource necessary in order to succeed in building your own business.

As a Northwestern Mutual Financial Representative:

• 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.

Compensation & Benefits

• Commission structure to support early development
• Renewable income
• Bonus programs and expense allowances
• Support for insurance licensing (LAH), SIE, Series 6, Series 63, CFP®, and more
• Retirement Package and Pension Plan
• Medical, Dental, Vision, Life Insurance and Disability Income Insurance

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

Pay: $82,000.00 - $122,055.75 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Professional development assistance
• Referral program
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday
• Self-determined schedule

Supplemental pay types:

• Commission pay

Education:

• Bachelor's (Preferred)

Work Location: On the road

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