A Career with a Purpose: The Financial Advisor/Financial Representative Opportunity
Become a Financial Advisor at Northwestern Mutual in Columbia, South Carolina, and help clients live more and worry less with our personalized financial planning approach. You already have the skillset to build relationships and help people solve problems. NM's world class training program will help transition those skills to the finance world while helping you obtain all the appropriate licensing.
As a business owner, you'll acquire clientele and find financial solutions, supported by our top-tier training, mentors, and products. Unlock your earning potential, design a workday that suits your lifestyle, and make a daily impact. Here, hard work truly pays off.
You’ll have the unique opportunity to create your own destiny and potentially have a life-long impact on the lives of your clients, families and your community. Northwestern Mutual offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Your goal is to discover each client's needs and goals and help map a path to meet them. You will:
- Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends.
- 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.
- Influence— Presenting clients with the opportunity to protect and prosper, you will drive clients to action through expert 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 optimum advice for your clients’ needs.
Northwestern Mutual will provide consulting resources to help you discover and build your markets to develop a successful practice as a financial representative including:
- Developing your business and marketing plans
- Extensive training and coaching from certified trainers
- Access to knowledgeable groups of financial advisors and specialists to assist you
At Northwestern Mutual, we’re committed to mutual success. You’ll find people with varied experiences and perspectives in an environment that emphasizes teamwork and collaboration. For us, diversity means valuing and respecting differences so that we bring out the best in each other. You can be yourself while building your career here.
We are looking for individuals within different backgrounds and work experience, including but not limited to, financial services, sales, military veterans and community influencers.
Preferred Qualifications
- Bachelor degree from a four-year college or university
- Strong interpersonal skills
- Self-starter and highly motivated
- History of success in sales, athletics, military, client services, or client-facing roles
- Legal authorization to work in the US without sponsorship
Compensation & Benefits
- Commission structure to support early development
- Renewable income
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
Want to work in a fast-paced, highly productive, value-driven environment? If so, Northwestern Mutual is the place for you! Learn more about the career and start the process .
About Northwestern Mutual
The Northwestern Mutual has helped clients achieve financial security for more than 160 years. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time. Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including life insurance, long-term care insurance, disability insurance, annuities, investment products, wealth management, retirement income planning and advisory products and services.
Why join Northwestern Mutual:
- #90, Fortune 100 company (2021)
- Forbes' Best Employers for Diversity (2018-2020)
- Top 10 US Independent Broker-Dealers*
- #1 Amongst Life Insurers Most Admired Companies** for Financial Soundness
- Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
- $224 billion*** (retail investment client assets held or managed)
*Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and InvestmentNews, April 2021.
** 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
*** Combined client assets of NMIS and NMWMC as of June 30, 2021
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based solely on production.
INCOME GROWTH OPPORTUNITY:
Production Based + Bonus Potential
Average vs Top 25%
Year 1 - 4 | $52,000 - $215, 107
Year 5+ | $500,871 - $1,824, 262
Beyond income, you'll also have access to a comprehensive benefits package:
-Comprehensive medical insurance
- 401A Tax Advantaged NM sponsored retirement plan
-Equity in Wealth Management Practice
Job Types: Full-time, Permanent
Pay: $75,000.00 - $250,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Application Question(s):
- Do you have a strong desire to work with clients?
- Were you a student athlete in college?
Experience:
- Business development: 1 year (Preferred)
License/Certification:
- Life Insurance License (Preferred)
Work Location: Hybrid remote in Columbia, SC 29201
