• Title

  • Financial Representative

    Posted: 06/07/2021

    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 locations include Tampa, New Tampa, Clearwater, St Petersburg, and Sarasota. 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

    Office Locations:

    • Tampa, FL
    • New Tampa, FL
    • Clearwater, FL
    • St Petersburg, FL
    • Sarasota, FL