Top 1 Financial representative transitioning military Jobs in Burlington, Nc

Financial Representative - Transitioning Military
Northwestern Mutual —Greensboro, NC
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance
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Financial Representative - Transitioning Military

Northwestern Mutual -
Greensboro, NC

Quick Apply

Job Details

Benefits

Health insurance
Dental insurance
Pension plan
Vision insurance
Life insurance

Qualifications

Financial sales
Investment management advisory services
Team leadership
Professional ethics
Mid-level
Estate planning advisory services
Entrepreneurship
Financial planning for education
Bachelor's degree
Investment client management
Financial product expertise
Sales development
Business development within finance
Client acquisition
Business management
Relationship building in financial sales
Leadership
Retirement planning advisory services
Team building

Full Job Description

Continue a career with purpose. Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. They craft a workday around their life, get rewarded for success, and make a positive impact every day.

Here, we value the attributes our military members and veterans possess and see their standard of ethics, dedication, loyalty, strong work principles, and proven leadership abilities as key components to a successful career as a financial representative. Here, hard work pays off.

Our award-winning training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

Planning Experience - Asset & Income Protection - Education Funding - Advisory & Investment Services - Trust Services - Retirement Solutions - Business Analysis

As a Northwestern Mutual Financial Representative:

Build—Call on, meet with, and evaluate the needs of personal and professional networks to build a client base. Begin to develop knowledge of NM financial products and market trends.
Educate—Educate yourself through training, sponsored licensing and registration, and ongoing development delivered by your team. Use assistive software, reporting tools, and illustrations to educate clients on potential plans.
Influence— Utilize the proven methods and advanced processes to present clients with the opportunity to protect and prosper, and serve clients best with 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.

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

Preferred Qualifications:

4-year degree; or equivalent professional work experience
Entrepreneurial ambitions
History of personal and professional success
Commitment to a respected and ethical team
Desire and appreciation for professional development

Make your transition an easy one and continuing making an impact in your career. Consider Northwestern Mutual.

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!

Northwestern Mutual Accolades:

FORTUNE® 500 company Military Friendly Employer (2020-2024)
Top 5 US Independent Broker-Dealer Measured by 2024 revenue
Recognized by FORTUNE as one of the “World’s Most Admired” life insurance companies in 2025.Forbes' Best Employers for Diversity (2018-2023)
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
Wealth Management $335 billion retail investment client assets held or managed

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financial representative transitioning military jobs in burlington, nc

Financial Representative - Transitioning Military

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