Financial Representative/Advisor Role
**Full Training Provided**
Financial Representatives at Northwestern Mutual in Poughkeepsie help clients live more and worry less
through our personalized approach to financial planning. They spend their days acquiring clientele
and delivering financial solutions with help from our industry-leading training, mentors, and products.
Some of the services we offer:
Financial Planning - Asset & Income Protection - Education Funding - Investment & Advisory Services -Trust Services - Retirement Solutions - Business Needs Analysis
As a Financial Representative, you have the opportunity to:
1. Build—Work to build a client base by growing relationships with your network and develop knowledge
of Northwestern Mutual financial products and market trends.
2. Educate—Educate yourself beyond training through sponsored licensing and registration as well as
ongoing development. Use proprietary technology, reporting tools, and illustrations
to educate clients on potential plans.
3. Influence—Present clients with the opportunity to protect and prosper, then drive to action through expert perspective, influence, and recommendations.
4. 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 optimal advice for your clients’ needs.
Compensation & Benefits
Please note, this is a mostly commission-based role
· Performance-based earnings and revenue (average annual earnings of $70K-$250K; based on 2015- 2022 company average for representatives in the first 3 years)
· Additional income structure to support training and early development
· Renewal income earned for continued client support and policy management
· Bonus programs and expense allowances
· Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
· NM-Funded Retirement Package and Pension Plan
· Competitive and comprehensive medical, vision, and dental plans
· Life Insurance and Disability Income Insurance
· Parental benefits at every stage of family planning
You could be right for this opportunity if you have:
· 4-year degree; or equivalent professional work experience
· Entrepreneurial ambitions
· History of success in relationship-building or client-facing roles
· Excellent time-management skills
· Desire for continuous learning and collaboration
· Proficient critical thinking and communication competencies
· Legal authorization to work in the US without sponsorship
Why join Northwestern Mutual:
· Fortune 500 company (2023)
· Forbes’ Best Employers for Diversity (2018-2021)
· Top 10 US Independent Broker-Dealers
· #1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and
Use of Corporate Assets
· Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
· $257 billion retail investment client assets held or managed by Northwestern Mutual
Job Type: Full-time
Pay: $65,000.00 - $125,000.00 per year (average)
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Parental leave
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
- Commission pay
Education:
- Bachelor's (Required)
Ability to Commute:
- Poughkeepsie, NY 12601 (Required)
Work Location: In person
