Financial Representative (Sales Focused) (Training Included!) jobs in United States
cer-icon
Apply on Employer Site
company-logo

Northwestern Mutual · 3 months ago

Financial Representative (Sales Focused) (Training Included!)

positionGermantown, WI
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$52K/yr - $107K/yr

Northwestern Mutual is a financial services company that helps clients achieve their financial goals through personalized planning. The Financial Representative role involves developing financial plans, guiding clients in their financial journey, and building a personal practice with support from the firm.

AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management

Responsibilities

Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits
Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities
Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity

Qualification

Financial planningClient relationship managementSales experienceBusiness developmentEntrepreneurial spiritEthicsCommunication skillsSelf-motivation

Required

Strong self-motivation
Interpersonal and communication skills
High standard of ethics
Interest in business or finance
Accomplished communicator with strong verbal and written skills
History of personal and professional success

Preferred

BA or BS degree from a four-year institution
Prior sales and/or business experience

Benefits

Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Parental leave
Retirement plan
Vision insurance

Company

Northwestern Mutual

twittertwittertwitter
Glassdoor3.9
company-logo
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
dateFounded in 1857
location
Milwaukee, Wisconsin, USA
people-size5001-10000 employees
web-link
https://www.northwesternmutual.com

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Timothy Gerend
Chairman, President and CEO
linkedin
leader-logo
Phil Odella
COO/CFO
linkedin

Recent News

Bizjournals.com Feed (2025-11-12 15:43:17)
Northwestern Mutual relocating 150-person Mendota Heights office to Bloomington for growth
2026-01-17
Arkansas Business — Business News, Real Estate, Law, Construction
Stone Bank, Washington Regional, UAMS Announce Hires & Promotions (Movers & Shakers)
2026-01-12
PR Newswire
Northwestern Mutual Breaks Company Record on Forbes' Latest List of Nation's Top Wealth Management Teams
2026-01-09
Company data provided by crunchbase