Lead Financial Advisor
Northwestern Mutual
Palm Beach, FL US
Posted ago
Northwestern Mutual

Lead Advisor Role: 20 Preset Financial Appointments Per Week

We are seeking Financial Advisors and Annuity Experts to attend 6 to 8 preset financial appointments per week.

The appointments are located in and around the following territories: Palm Beach.

Required Experience:

  • Retirement Planning: 3 years
  • Financial Advisor: 3 years

Responsibilities

  • Training provided - three-day initial office session with subsequent field training
  • We will put you in front of $100,000 of sales annually
  • Expert training on income planning
  • Make a base + commission of $62-140K per year
  • We pay for the marketing, no cost to you
  • These are not leads, they are appointments set on your business calendar
  • On average, our team is receiving 100 referrals per month
  • Appointment setters physically link their calendars with yours and set the appointments in real-time
  • Averaged over $700K of investable assets per household in 2019
  • Daytime appointments / no weekends
  • No cold calling!
  • Sales bonuses and vacation awards
  • Proven sales presentations
  • Commission advances on submitted business

Qualifications

Qualifications

  • Experience:
  • Retirement Planning, 2-3 years (Required)
  • Financial Advisor, 2-3 years (Required)
  • Location:
  • Florida Licenses Required
  • License:
  • CFP® (Preferred)
  • Series 66 (Preferred)
  • Life and Health Insurance (Required at contracting)
  • Series 65 (Preferred)

Compensation
$52,000 - $102,000
About Northwestern Mutual

Our team partners with Northwestern Mutual to impact families through financial planning and services. Our vision is to attract high integrity professionals to positively impact this mission and culture. We help build a vision in the unknown, build relationships, and guide candidates through our mutual selection process. Let's set up a meeting to see if it's a good fit!

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