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Financial Representative

Archive - Northwestern Mutual

Archive - Northwestern Mutual

Financial Representative

Oswego, NY +1 location
Full Time
Paid
  • Responsibilities

    OPPORTUNITY:

    At Northwestern Mutual, Financial Representatives strive to understand their client’s goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. Our Financial Representatives are seasoned professionals that come from varying backgrounds and experiences to build rewarding practices and relationships with our clients. With Northwestern Mutual, our representatives are supported by our network of specialists, training programs and mentoring opportunities to help their clients and build practices.

    THE ROLE:

    • Assist clients to achieve and maintain financial security by providing financial advice and to match solutions with client’s needs and goals.
    • Develop rapport with clients and foster long-term relationships.
    • Be knowledgeable about Northwestern Mutual financial products and global financial market trends.
    • Build and maintain client bases, keep current client financial plans up-to-date and recruit new clients on an ongoing basis.
    • Provide dedicated and focused customer experiences.

    BY JOINING OUR TEAM, YOU’LL HAVE ACCESS TO:

    • An award-winning training program to help get you started.
    • Mentorship and professional development training throughout your entire career.
    • Leading industry products and solutions built on an integrated technology backbone.
    • Full financial support for professional designations and certifications for both your personal and professional business growth.
    • The opportunity to design your roadmap to leadership and specialized roles.
    • A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
    • Extraordinary income potential. Commissioned-based model where hard work directly relates to your sales results.

    WHO WE ARE:

    At Northwestern Mutual, we believe that everyone deserves to ‘spend their lives living’ and that a strong financial plan is the backbone for ensuring that reality! Financial security is not just something that happens in retirement, but is an enabler for our clients to live their best life every day!

    Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With our 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!

    Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.

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  • Qualifications
    • A bachelor's degree from a four-year college or university
    • Someone who builds relationships centered on trust, open communication, and transparency.
    • The courage and ability to have difficult conversations when needed.
    • A commitment to ongoing learning, including staying current on financial news, laws and the impacts to their clients.
    • Someone who is proactive and focused on providing excellent customer service.
  • Compensation
    Commission + Bonus Structure
  • Benefits
    • Top-ranked training program (as recognized by Training Magazine, 2015)
    • Exceptional income potential
    • Comprehensive medical coverage
    • Two company-funded retirement plans (pension plan and 401(k) plan)
    • Sponsorship of licensing and designations
    • Personalized mentorship from top-performing advisors
    • Group life and disability income insurance
  • Industry
    Financial Services
  • Locations
    Oswego, NY • Syracuse, NY
  • About Us

    Being a mutual company means we've been there for our clients since day one — and will continue to be — because we report to them, not Wall Street. Instead of having to worry about short-term gains, we take a long-term approach – both in the way we help people plan, and in the way we do business. This has served our clients well through all kinds of economic ups and downs – even the 2008-2009 financial crisis. Mutuality also means that our policyowners get to be a part of our company and may benefit from annual dividends. So when we do well, you do well, too.