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Job Description
Northwestern Mutual -Eastern Pennsylvania
LIVE LIFE DIFFERENTLY
French writer, Antoine de Saint-Exupery once wrote, “A goal without a plan is just a wish.” At Northwestern Mutual, Wealth Management Advisors help people create and implement a financial plan allowing them to translate those wishes into attainable goals. They strive to understand their clients' goals and dreams in order to develop comprehensive financial solutions that will help their clients reach financial success. Wealth Management Advisors are given the flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities.
Here, you'll have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. And, as you build impactful relationships with clients and help them build a plan to achieve their financial goals throughout life, you'll be solidifying your own financial future, too. Hard work is valued here, rewarded with opportunities for growth and exceptional income potential.
Do you want a company that values varied experiences and perspectives?
Do you think hard work should be recognized and rewarded?
Are teamwork and collaboration important to you?
Are you looking for a fast-paced, highly productive environment?
DAY TO DAY:
1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
2. Educate—Educate 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. 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 optimum advice for your clients’ needs.
ARE YOU RIGHT FOR THIS OPPORTUNITY?
· Entrepreneurial ambitions
· History of success in sales, athletics, military, client services, or client-facing roles
· Excellent time-management skills
· Desire for continuous learning & growth
· Proven leadership skills
· 4 Year Degree: (Preferred)
· Financial Concepts: 1 year (Preferred)
· License/Certification: Pennsylvania Life and Health license (Preferred) / Investment License (Preferred)
· Legal authorization to work in the US without sponsorship (Required)
COMPENSATION AND BENEFITS
· Commission structure to support early development
· Start-up funding to support early development
· Renewable income
· Bonus programs and expense allowances
· Sponsored designations and investment licenses
· Comprehensive medical coverage
· Two company-funded retirement plans (pension plan and 401k plan)
· Group life and disability insurance
· Flex Programs
· Childcare/Eldercare
· Parental Leave
COMPANY ACCOLADES
Northwestern Mutual is annually honored as one of the “WORLD’S MOST ADMIRED COMPANIES" in the life insurance industry according to FORTUNE Magazine’s annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired" in their industry.38 times, Northwestern Mutual has earned that distinction.
Ranked among the "TOP 10 INDEPENDENT BROKER-DEALERS" as measured by total revenues by the leading investment industry publications: Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine.
Northwestern Mutual is annually ranked as one of the “50 BEST COMPANIES TO SELL FOR" by Selling Power Magazine and recognized as the best company to sell for in the financial services industry.
Northwestern Mutual has always received the highest financial strength ratings from all four major rating services:
· M. Best: A
· Fitch Ratings: AAA
· Standard & Poor’s: AAA
· Moody’s Investors Service: AAA
LOCATIONS:
· King of Prussia, PA
· West Chester, PA
· Philadelphia, PA
· Harrisburg, PA
· Lancaster, PA
· Lehigh Valley, PA
· Scranton, PA
· State College, PA
Job Type: Full-time
Benefits:
Compensation package:
Weekly schedule:
Work setting:
Ability to Relocate:
Work Location: Hybrid remote in Moosic, PA 18507
Full Time
$80k-99k (estimate)
12/15/2023
07/04/2024
elmaninsurance.com
San Jose, CA
<25
The job skills required for Financial Representative include Leadership, Financial Services, Financial Planning, Collaboration, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Representative positions, which can be used as a reference in future career path planning. As a Financial Representative, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Representative. You can explore the career advancement for a Financial Representative below and select your interested title to get hiring information.