Northwestern Mutual - Aurora, IL

posted 2 months ago

Full-time - Entry Level
Remote - Aurora, IL
1,001-5,000 employees
Insurance Carriers and Related Activities

About the position

The Financial Representative role at Northwestern Mutual is designed for self-motivated professionals seeking a career change that offers both personal and financial growth. This position involves helping clients achieve their financial goals through comprehensive financial planning, utilizing various strategies including insurance and investment services. The role emphasizes autonomy in building a personal practice while receiving support from a network of financial specialists, with a focus on client relationships and ethical practices.

Responsibilities

  • Develop and implement financial plans for clients to help them achieve their goals.
  • Provide guidance on retirement planning, insurance, investment services, estate planning, and more.
  • Maintain autonomy in building a personal financial practice while receiving support from the firm.
  • Educate clients on financial literacy to promote long-term financial security.
  • Strive to understand clients' visions and develop holistic financial solutions.

Requirements

  • 4-year degree or equivalent professional work experience.
  • Entrepreneurial ambitions and a history of success in sales or client-facing roles.
  • Prior sales and/or business experience preferred, but not required in financial services.
  • Legal authorization to work in the US without sponsorship.

Nice-to-haves

  • Experience in business development, recruitment, hospitality, banking, sales, marketing, management, education, athletics, legal, communications, real estate, or military.
  • Prior experience in client services or client-facing roles.

Benefits

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Parental leave
  • Professional development assistance
  • Referral program
  • Retirement plan
  • Vision insurance
  • Bonus opportunities
  • Commission pay
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