Financial Advisor with Marketing Experience
About The Position
Transition Your Marketing Expertise into a Career in Financial Services with Beer Financial Group of Northwestern Mutual! Your ability to understand audiences, craft compelling messaging, and build strong brand relationships could make you an exceptional fit for a career in financial services. We are seeking professionals with backgrounds in marketing, communications, branding, digital strategy, advertising, and business development who are ready to apply their skills in a more personal, impact-driven way. Leverage Your Marketing Strengths: Your experience analyzing data, identifying target audiences, and telling meaningful stories prepares you to educate clients, simplify complex concepts, and design personalized financial strategies that resonate. Build Authentic, Long-Term Relationships: Just as you’ve built trust and loyalty through brand engagement, this role allows you to create lasting relationships with clients, helping them make confident, informed financial decisions at every stage of life. See the Real-World Impact of Your Work: Instead of measuring success solely through metrics and campaigns, you’ll see the direct impact of your efforts as individuals and families gain clarity, confidence, and long-term financial security. Unlock Unlimited Growth Potential: Unlike traditional marketing roles, your career growth here isn’t capped. Your creativity, drive, and strategic mindset can open doors to leadership opportunities and truly unlimited earning potential. As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Requirements
- Education: A bachelor's degree in finance, business, or a related field is preferred.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Responsibilities
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Benefits
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
- Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
- Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
- Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
- Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
- Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
