Financial Advisors provide expert guidance & innovative solutions for the planning needs of individuals & businesses in the areas of retirement planning, insurance and investment services, and education funding. Daily activities include speaking with clients and being a good listener. Team meetings, networking events, building personal plans for clients to understand how to save for retirement while living for today. No need to cold call as you will learn referral language and have a calendar filled weekly. Being able to recommend what a client needs is key.
Responsible for having a moral compass and good listening skills. Calling clients and getting new clients. Most policy owners at Northwestern Mutual own between 6-8 policies in a lifetime. You will be responsible for the CRM management system and your activity. This is a full-time advisor position. Assets under management with a variety of funds in the portfolio to choose from. Our team will help with leads and opportunities to get you off the ground fast. 401k setups, IRA, INVESTMENTS, ANNUITIES, AND MUCH MORE.
Financial management is key. Executive leadership, former athletes, prior sales, and or business experience preferred. Must have great communication skills both verbal and written. 215 is needed to start, then your series 6 and 63 and SIE. REIMBURSEMENT FOR THE LICENSE IF NEEDED. Flexible schedule, renewals, top compensation, and medical with 401k.
Our team is motivated by success and enjoys working together with great enthusiasm to get things done. Sign-on bonus, paid 401k, PENSION, health ins. Northwestern Mutual is AAA+++ rated and is #1 in insurance and #3 in investments nationwide. A 167-year-old company - holistic financial planning from investments to insurance.