Financial Representative
📋 Role Overview & Responsibilities
GET MORE OUT OF YOUR CAREERChoose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.
FINANCIAL PLANNING WITH NORTHWESTERN MUTUALAre you looking for more fulfillment in your day-to-day? Is it finally the right time to pursue your lifetime career? Maybe it’s time to reap the benefits of the hard work you put into what you do.
Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.
This career is best suited for entrepreneurial individuals who crave flexibility, work-life balance, and the guarantee for growth opportunities. Where most sales-focused jobs are transactional, this career is focused on meeting clients where they are at and getting them to where they want to go. Our financial representatives take a wholistic approach to planning, which in turn fosters long, meaningful relationships with clients.
CHARACTERISTICS FOR THE ROLEWondering if you’d be a good fit? See how many of the characteristics below match to you:Building personal, trusted relationships and connecting with people is importantCrafting a workday around your life is appealingYou enjoy problem solving and solution creationYou’re an active listener who seeks to understandYou’re a driven person who’s committed to succeedingYou seek a role where your worth is not determined by someone elseYou enjoy helping people make more informed, confident decisionsYou're ready to create the professional life you’ve always dreamed ofYou find value in positive community impactYou hold a four-year Bachelor’s degree or equivalent work experience complimentary to this career
COMPENSATION & BENEFITSPerformance-based structure with several additional income componentsOpportunity to earn passive income (residual income from previous products sold)Bonus programs and an expense allowanceSponsorship for insurance licensing, SIE, Series 7, Series 63Sponsorship for continuing education designations (e.g. CFP, RICP, CLU, and more)Retirement package and pension planMedical, Dental, Vision, Life Insurance, and Disability Income InsuranceFamily Planning
We want people with different backgrounds and work experience. Those who have a track record of success in this career typically are or have been: sales and business development professionals, former college athletes, military veterans, educators, realtors, business owners, entrepreneurs, bankers, attorneys, corporate executives, hospitality workers, young professionals, and community influencers. With that being said, many people find their calling in financial services after working in a variety of other industries. These individuals are accomplished in their roles but are looking for more purpose, autonomy, and financial growth within their career.
A CAREER WITH ENDLESS OPPORTUNITIESAs a business owner, you are compensated as such, meaning that this career is primarily commission based. It allows you to control your earnings at any given time in your career resulting in multifaceted commission potential and ability to collaborate among other financial representatives.
- ** Financial Representative | Financial Advisor | Wealth Management Advisor ***
Why join Northwestern Mutual:Fortune 500 rank: No. 111 (2023)Top 10 US Independent Broker-Dealers1Highest financial strength ratings awarded to any US life insurer by all four of the major rating agencies2Industry leader in total dividend payout at $6.8 billion3,497% of policy owners stay year after year5Forbes' Best Employers for Diversity (2023)6Recognized by FORTUNE® as one of the “World’s Most Admired Companies” (2022)7Perfect score of 100 in the 2022 Corporate Equality Index (CEI) survey8
At Northwestern Mutual our financial representatives not only look to relieve financial anxiety from our clients’ lives, they also hope to accomplish the same for their own. This can be through personal missions such as making a positive impact on those close to them, taking council of others, valuing family time, leaving a legacy, and empowering others to realize their individual goals.
A career with Northwestern Mutual provides abundant opportunities to serve a growing need. In a nearly 170-year-old tradition of remaining a mutual company, we continue to be among the leaders in the financial services industry and have an ongoing track record of financial success.
The four words that best describe our culture are: love, passion, positivity, and purpose. When we do what we do well, we change lives forever.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company and its subsidiaries in Milwaukee, WI.
1Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2022 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: Financial Advisor, April 2023.2Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings). Ratings are subject to change.3Decisions with respect to the determination and allocation of divisible surplus are left to the discretion and sound business judgment of the company’s Board of Trustees. There is no guaranteed specific method or formula for the determination or allocation of divisible surplus. Accordingly, the company’s approach is subject to change. Neither the existence nor the amount of a dividend is guaranteed on any policy in any given policy year.4Expected 2023 total dividend payout5Loyalty is based on Northwestern Mutual client data6Ranked #328. Released April 25, 20237Released February 2, 20228Released January 28, 2022
Frequently Asked Questions
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Click the “Apply for this Position” button on this page to submit your application directly to Northwestern Mutual without recruitment intermediary fees.
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This position is located in Grand Haven, MI with potential relocation and sponsorship assistance depending on candidate qualifications.
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