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Financial Planner - Farmingdale, United States - Northwestern Mutual
Description
About Us:
Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.75 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.
Job Description:
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.
Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:
Personal Planning Analysis - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
As a Northwestern Mutual Financial Representative:
1. BuildWork to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
2. EducateEducate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
3. Influence Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert influence and recommendations.
4. OwnTake ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients needs.
Compensation & Benefits
Average vs Top 25% vs Top 10%
Year 1 | $78,939 - $168,306 - $238,982 Year 5+ |$306,679 - $726,808 - $1,113,953
Beyond income, you'll also have access to a comprehensive benefits package:
Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
You could be right for this opportunity if you have:
4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
FORTUNE 90 (FORTUNE 100, 2021)-One of the Worlds Most Admired life insurance companies (FORTUNE Magazine, 2020)-Best Places to Work #82 (Glassdoor, 2021)-Highest Rated CEO's (Glassdoor, Best Companies for Diversity # 39 (Black Enterprise Magazine, Best Companies to Sell For (Selling Power Magazine, 2016)
