Job description

Financial Representative (Post-Graduate Program)

(Locations: Germantown, Appleton, De Pere, Stevens Point, Wausau, Sheboygan, WI and Iron Mountain, MI)

Post-Graduate Financial Representatives at Northwestern Mutual - Wulff District Office help their clients live more and worry less through our unique approach to financial planning. Our advisors, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people’s lives by helping them achieve financial freedom. Here, hard work pays off!

You will do the following in the Financial Representative role:

• Build your client base through prospecting and networking
• Call on potential clients and set meetings to understand their financial goals
• Prepare plans and offer useful recommendations
• Gain exposure to planning software platforms
• Get licensed with your Life, Accident, and Health insurance license
• Participate in weekly coaching, training, and development meetings

As a Northwestern Mutual advisor, you can expect a flexible schedule to work around life. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program.

Are you a fit for this role?

• Graduating senior
• Entrepreneurial and curiosity for sales
• Excellent time-management skills
• Interest in financial literacy and planning tools
• Business savvy

Compensation & Benefits

• Commissions
• Development Stipends
• Productivity Bonuses
• Support for insurance licensing (life, health, DI, LTC)
• Support for SIE, Series 6, Series 63 registrations (eligibility required)

About Us

For over 160 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. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

Why join Northwestern Mutual:

• Fortune 100 company (2021)
• Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020
• 4.75+ million clients and growing
• 224 billion2 (retail investment client assets held or managed)
• Forbes' Best Employers for Diversity (2018-2020)
• Unsurpassed financial strength
• Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.

Job Type: Full-time

Pay: From $100.00 per week

Benefits:

• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Parental leave
• Professional development assistance
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Application Question(s):

• Will you be able to commute to one of the locations listed in the job description? (Germantown, WI, Appleton, WI, DePere, WI, Sheboygan, WI, Wausau, WI, Stevens Point, WI, or Iron Mountain, MI)

Education:

• Bachelor's (Preferred)

Work Location: In person

caravetterealestate.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, caravetterealestate.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, caravetterealestate.com is the ideal place to find your next job.