Northwestern Mutual · 1 day ago
Financial Representative
Sarasota, FL
Full-time
Onsite
New Grad, Entry LevelNorthwestern Mutual is seeking Financial Advisors to join their growing Sarasota-Manatee office. The role involves building client relationships and providing financial planning services, including retirement and insurance planning, investment advisory, and more.
AdviceConsultingEmployee BenefitsFinanceFinancial ServicesInsuranceLife InsuranceWealth Management
Hiring Manager
Anthony Holds
Responsibilities
Build long-lasting client relationships
Offer guidance and provide solutions to help clients meet their financial goals and objectives
Help clients navigate their financial lives through a wide range of financial planning services including retirement planning, insurance planning, investment advisory services, education funding, business planning, estate planning, and fee-based financial planning
Provide formal training and ongoing development via mentors and product specialists
Utilize comprehensive personal and business planning analysis tools
Work with an insurance and investment operations team
Support product sales and client servicing
Use aggregated client account software
Qualification
Required
Exceptional interpersonal skills
History of personal/professional success
Strong desire for additional growth
Ability to develop lasting, meaningful relationships
Influence others
Prior sales and/or business experience
Preferred
Bachelor's degree
Strong interpersonal, networking & prospecting skills
Self-starter and highly motivated
History of high achievement demonstrated by rapid growth and consistent, measurable results
Track record of peer outperformance in client facing roles
Benefits
Comprehensive medical coverage, as well as dental & vision
Two company-funded retirement plans
Sponsorship and training for licenses and professional designations (Florida Life, Health, & Annuities (2-15), SIE, Series 6, Series 66/63)
Group life and disability income insurance
Leadership Opportunities
Dental insurance
Flexible schedule
Health insurance
Life insurance
Retirement plan
Vision insurance
Company
Northwestern Mutual
Northwestern Mutual delivers financial security to millions with life, disability income and long-term care insurance, and investments.
Founded in 1857
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Timothy Gerend
Chairman, President and CEO
Phil Odella
COO/CFO
Recent News
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2026-01-22
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2026-01-17
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