Financial Representative (Sales Focused)

Northwestern Mutual • Lombard, IL

417d • $125,000 - $175,000 • Remote

About The Position

The Financial Representative at Northwestern Mutual Lombard is a sales-focused role aimed at helping clients achieve financial security through personalized financial planning. This position involves acquiring clientele and providing tailored financial solutions, supported by extensive training and mentorship. The role offers the opportunity to craft a flexible workday while making a significant impact on clients' lives.

Requirements

• Bachelor's degree or equivalent professional work experience.
• Series 6 and Series 63 licenses (or willingness to obtain).
• CFP certification preferred.
• Strong sales background or experience in client-facing roles.
• Excellent time management skills.
• Legal authorization to work in the US without sponsorship.

Nice To Haves

• Experience in sales, athletics, or military service.
• Desire for continuous learning and professional growth.

Responsibilities

• Acquire and manage a clientele base.
• Provide personalized financial planning solutions.
• Conduct Personal Planning Analysis and Business Needs Analysis.
• Offer investment and advisory services, including retirement solutions.
• Participate in ongoing training and professional development.

Benefits

• Health savings account
• Health insurance
• Dental insurance
• 401(k)
• Flexible spending account
• Pension plan
• Vision insurance
• Professional development assistance
• Flexible schedule
• Life insurance
• Referral program
• Retirement plan

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree