Entry Level Financial Representative

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A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies, with a unique culture deeply dedicated to helping people achieve financial security.

Meet some of our local leaders, the heartbeat of our business:

Alex Fadil, Managing Director:

How long with NM? 13 years. Started as a college intern and never left.

Previous job/career/business experience? Served on numerous boards through USC, including the LA regional board, Board of Governors, Young Alumni Council, and Marshall Alumni Association.

Passionate about outside of business? Loves spending time with his wife and daughter, going to the beach, and dining at local restaurants. Also involved with UNICEF NextGen and enjoys community involvement.

Chloe Wight, Director of Training and Development:

How long with NM? 2.5 years in total.

Previous job/career/business experience? Started in an elite advisor position focusing on production and team development. Formerly worked for the Long Beach office, helping build infrastructure. Committed to obtaining CFP, fully securities licensed within 45 days of starting.

Passionate about outside of business? Passionate about mentoring and training, staying healthy, tennis, baseball, travel, and her two labradoodles. Enjoys yoga, pickleball, and has a background in Med Device sales. Originally from Santa Monica, CA.

Steven Anderson, Financial Advisor:

How long with NM? 3 years.

Previous job/career/business experience? Former UCLA football player, worked in a transportation company and vested in the business. Transitioned to NM, built a significant client following in his first year, and is now on the path to becoming a GDD (Growth and Development Director).

Passionate about outside of business? Punk Rock and EDM music enthusiast, enjoys visiting music festivals, hiking, and exploring national parks.

Jordan Kirby, Financial Representative:

How long with NM? Recently joined NM, quickly broke firm records focusing on service and education.

Previous job/career/business experience? Former vocal performance and choral instructor at a Christian school, middle and high school levels.

Passionate about outside of business? Very involved in church and educational outreach, loves spending time with his wife, attending classical concerts, fine dining, and making craft cocktails.

Sarah Downing, Wealth Management Advisor:

How long with NM? 4 years.

Previous job/career/business experience? Came from a retail management background, working at Nordstrom.

Passionate about outside of business? Married, loves dogs, home renovation, and design. Known for her tagline “finance done fashionably.”

About the Financial Representative Role:

As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.

Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.

Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.

Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.

Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

Education: A bachelor's degree in finance, business, or a related field is preferred.

Experience: Previous experience in financial services, insurance or business development is beneficial but not required.

Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.

Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.

Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Additionally, we offer a $50K first year stipend, ensuring new advisors an income for putting in the work and meeting the position’s requirements.

Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.

Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.

Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

First Year Earnings Potential with The Fadil Group:

Top Quartile: Over $200K in the first year.

Top Decile: Over $300K in the first year.

Worst Performance: $68K last year.

Best Performance: $362K last year.

Long-Term Earnings Potential:

5+ Years with Firm: Average advisor earns $600K annually.

Top Quartile: $1.2M annually.

Top Decile: Over $3M annually.

This is a Hybrid position.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Fadil is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.

Flexible work from home options available.