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- Tasks: Help clients with financial planning and build lasting relationships.
- Company: Join Northwestern Mutual, a Fortune 500 company with over 167 years of experience.
- Benefits: Enjoy performance-based earnings, comprehensive health plans, and support for licensing.
- Why this job: Make a real impact while growing your career in a supportive, inclusive environment.
- Qualifications: A 4-year degree or equivalent experience; strong relationship-building skills required.
- Other info: Independent contractor role with opportunities for leadership and team building.
The predicted salary is between 42000 - 70000 £ per year.
and the job listing Expires on August 1, 2025
Full-Time Job Accounting, Data Analytics, Economics & Finance
As business owners, Financial Representatives at Northwestern Mutual Wellesley help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering 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 even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to:
Planning Experience – Asset & Income Protection – Education Funding – Investment & Advisory Services – Trust Services – Retirement Solutions – Business Needs Analysis
As a Financial Representative, you have the opportunity to:
- Build—Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
- Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
- Influence— Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
- Own—Take 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 optimal advice for your clients’ needs.
Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.
- Performance-based earnings and revenue (average annual earnings of $70K-$250K; based on 2015-2022 company average for representatives in the first 3 years)
- Additional income structure to support training and early development
- Renewal income earned for continued client support and policy management
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
- NM-Funded Retirement Package and Pension Plan
- Competitive and comprehensive medical, vision, and dental plans
- Life Insurance and Disability Income Insurance
- Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
- 4-year degree; or equivalent professional work experience
- History of success in relationship-building or client-facing roles
- Desire for continuous learning and collaboration
- Proficient critical thinking and communication competencies
- Legal authorization to work in the US without sponsorship
About Us
For over 167 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
- Fortune 500 company (2023)
- Forbes’ Best Employers for Diversity (2018-2021)
- #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
- $257 billion retail investment client assets held or managed by Northwestern Mutual 4
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.
3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com
4 Combined client assets of NMIS and NMWMC as of June 30, 2023
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Entry Level Financial Representative employer: Nichols College
Contact Detail:
Nichols College Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Entry Level Financial Representative
✨Tip Number 1
Network actively within your community and online. Attend local events, join finance-related groups on social media, and connect with professionals in the industry. Building relationships can lead to referrals and insights about potential clients.
✨Tip Number 2
Familiarise yourself with Northwestern Mutual's products and services. Understanding their offerings will not only help you during interviews but also enable you to speak confidently about how you can meet client needs.
✨Tip Number 3
Seek out mentorship opportunities. Find a mentor in the financial sector who can provide guidance and share their experiences. This can enhance your understanding of the role and help you develop essential skills.
✨Tip Number 4
Stay updated on financial trends and news. Being knowledgeable about current events in finance will allow you to engage in meaningful conversations with potential clients and demonstrate your expertise.
We think you need these skills to ace Entry Level Financial Representative
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the role of a Financial Representative. Emphasise any client-facing roles or experiences that demonstrate your ability to build relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your desire to help clients. Mention specific aspects of Northwestern Mutual's approach that resonate with you and how you can contribute to their mission.
Highlight Continuous Learning: Since the role values continuous learning, mention any relevant courses, certifications, or training you've undertaken. This shows your commitment to professional development and aligns with the company's ethos.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated complex information in previous roles. Strong communication is key in this position, so make sure to highlight this skill.
How to prepare for a job interview at Nichols College
✨Know Your Financial Products
Familiarise yourself with the financial products offered by Northwestern Mutual. Understanding asset protection, investment services, and retirement solutions will help you answer questions confidently and demonstrate your commitment to the role.
✨Showcase Relationship-Building Skills
Prepare examples from your past experiences that highlight your ability to build and maintain relationships. This role heavily relies on client interaction, so showcasing your interpersonal skills will be crucial.
✨Demonstrate a Willingness to Learn
Express your enthusiasm for continuous learning and professional development. Mention any relevant courses or certifications you are pursuing or plan to pursue, as this aligns with the company's focus on training and growth.
✨Prepare Questions for Your Interviewers
Have thoughtful questions ready for your interviewers about the company culture, training programmes, and growth opportunities. This shows your genuine interest in the position and helps you assess if it's the right fit for you.