Financial Representative

Full Time
Tampa, FL 33607
$74,800 - $216,000 a year
Posted
Job description

Are you at a point in your career where you have reached your ceiling and wish for more? Do you have an entrepreneurial spirit for a sense of ownership and community impact? As a Financial Representative with Northwestern Mutual, you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives.

We are actively seeking new Financial Representatives to join our growing practices across the Greater Tampa Bay Area. Office location is Tampa, Westshore Office. Strong applicants will have exceptional interpersonal skills, a history of personal success, and a demonstrated interest in business, finance, and entrepreneurism.

*No finance experience required.

Through a distinctive, whole-picture planning approach, Northwestern Mutual Financial Representatives/Wealth Management Advisors empower their clients to make the most of every single day and plan for important moments in their future. They combine their expertise with a personalized digital experience to help their clients navigate their financial lives every day through a wide range of financial planning services including:

  • Asset and Income Protection / Insurance Planning
  • Retirement Planning
  • Education Funding
  • Investment Advisory Services
  • Fee-Based Financial Planning
  • Business Planning
  • Estate Planning

Our support services help you to focus on your clients and enhance the productivity of your practice by providing:

  • Formal training, ongoing development, mentors, and product specialists
  • Comprehensive personal and business planning analysis tools
  • Insurance and investment operations team
  • Product sales support and client servicing
  • Aggregated client account software

Job Type: Full-time

Preferred qualifications include but not limited to:

  • Bachelor's degree from a four-year institution
  • Strong interpersonal, networking & prospecting skills
  • Self-starter and highly motivated
  • History of high achievement demonstrated by rapid growth and consistent, measurable results
  • Track record of outperforming peers in client facing roles
  • Ability to develop lasting, meaningful relationships as well as influence others
  • Financial management, insurance, and financial services
  • Executive leadership
  • Community influencers
  • Former athletes
  • Military background
  • Prior sales and/or business experience preferred

Additional Benefits:

  • Uncapped income potential
  • Comprehensive medical coverage
  • Two company-funded retirement plans
  • Sponsorship and training for licenses and professional designations
  • Leadership Opportunities

Job Type: Full-time

Pay: $74,800.00 - $216,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Referral program
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • Monday to Friday

Supplemental pay types:

  • Bonus pay
  • Commission pay

Application Question(s):

  • Will you be able to reliably commute or relocate to 33607, Tampa, FL before starting work? (Employer sponsored relocation not provided)

Education:

  • Associate (Required)

Experience:

  • Sales: 1 year (Preferred)

Work Location: In person

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