Northwestern Mutual Clearwater is seeking Financial Advisors to help clients with personalized financial planning. The role involves building a clientele, educating clients on financial products, and managing client financial plans while benefiting from industry-leading training and mentorship.
Responsibilities
- Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends
- Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options
- Influence— Present clients with the opportunity to protect and prosper, you will drive clients to action through honest 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. You are in business for yourself but not by yourself!
Skills
- 4-year degree; or equivalent professional work experience
- Prior sales and/or business experience
- Entrepreneurial ambitions
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
- Must be located in Greater Tampa Bay Area or planning to move here imminently
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
Company Overview
Northwestern Mutual is here for what’s most important—helping families and businesses experience the freedom of financial security for over 160 years. It was founded in undefined, and is headquartered in Clearwater, FL, US, with a workforce of 201-500 employees. Its website is https://clearwater.nm.com.
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