Financial Representative - Entry Level

Northwestern Mutual - Fairfield County

Financial Representative - Entry Level

Bridgeport, CT +2 locations
Full Time
Paid
  • Responsibilities

    Benefits:

    Retirement

    Bonus based on performance

    Company parties

    Dental insurance

    Flexible schedule

    Health insurance

    Opportunity for advancement

    Training & development

    Vision insurance

    Elevate your career and join the high-performing team at Northwestern Mutual of Fairfield County! We’re actively seeking to add a Financial Representative to lead our network of offices into an exciting new phase of growth and success.

    Our passion for community support is evident in our ongoing contributions to these charities:

    Local: Norwalk Open Door (transitioning people from homelessness into mainstream society), Filling in the Blanks (meals for schools).

    National: Alex’s Lemonade Stand (Pediatric Cancer).

    Our thriving offices are located:

    Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902

    Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880

    Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824

    Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

    Income Range Within Our Network of Offices:

    Years 1-4 in Business:

    Average: $80,000

    Top 25%: $170,000

    Top 10%: $240,000

    Top performers exceed $200,000 in Year 1

    Years 5+ in Business:

    Average: $305,000

    Top 25%: $730,000

    Top 10%: $1,115,000

    A Glance at Northwestern Mutual (NM):

    Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.

    Meet Some of Our Local Leaders, the Heartbeat of Our Business:

    Alex Beilin – Managing Partner

    How long with NM? 30 years.

    Previous experience? Worked at TGIFriday’s during college, excelling in customer service and seasonal sales.

    Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development.

    Louis Pietig – Managing Director, Fairfield District Office

    How long with NM? 7 years.

    Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors.

    Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community.

    Andrew Kalinowski – Managing Director, Westport District Office

    How long with NM? 10 years, including an internship.

    Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school.

    Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins).

    About the Financial Representative Role:

    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.

    Key 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.

    Qualifications:

    Education: A bachelor's degree in finance, business, or a related field is strongly 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).

    Benefits:

    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.

    Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.

    Flexible work from home options available.

  • Locations
    Bridgeport, CT • Danbury, CT • Riverside, CT