Location: Portage,MI, USA
Benefits:
Stipend
401(k)
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the winning team at Northwestern Mutual - Southwest Michigan, home to some of the top talent in the industry. Our network office is led by the #1 NM producer of all time, John Folkert, and regularly features top 20 producer Steve Lowe, who nationally finished #4 last year. Our district has led the category in District Premium three times and boasts numerous accolades, including Chris Arnone being named U5 Rep of the Year and receiving the Bruce Gilmore Career Progress Award in 2023. Additionally, Sharon Yoder was recognized as the Big 10 Advisor of the Year in 2023, and our district leads Category 6 in Pathfinder Stars.
Our team's commitment to excellence is matched by our dedication to the community, supporting organizations like Alex's Lemonade Stand, Bronson Children's Hospital, and foster care and adoption programs. Our thriving office is located at 950 Trade Centre Way, Ste 210, Portage, MI 49002.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor:
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 Southwest Michigan Leaders, the Heartbeat of Our Business:
Sharon Yoder, Managing Director & Wealth Management Advisor:
How long with NM? 18 years.
Previous Experience? Started in financial services during college and developed a passion for financial planning.
Passionate about? Sharon and her husband Mike, with their four children, support foster care and adoption causes. She enjoys traveling, family time, professional networking, and attending Detroit sports games.
Charles Walker, Financial Advisor:
How long with NM? 32 years.
Previous Experience? Transitioned from a corporate role at Kellogg Co.
Passionate about? Charles and his wife Sherry are dedicated to ministry and volunteer work. He enjoys Detroit sports, golfing, and cooking with family and friends.
Steve Lowe, Wealth Management Advisor:
How long with NM? 20 years.
Previous Experience? Former professional hockey player, drafted by the Dallas Stars.
Passionate about? Steve is a family man, supports The Miracle League, and enjoys watching hockey and spending time with his wife and daughters.
Chris Arnone, Financial Advisor:
How long with NM? 5 years.
Previous Experience? Successful in sales before joining NM, U5 Advisor of the Year in 2023.
Passionate about? Chris and his wife Amanda homeschool their six children. He enjoys camping, cars, and making an impact on clients' financial lives.
Dakota Northup, Financial Advisor:
How long with NM? Less than 1 year.
Previous Experience? Senior Manager in pharmaceuticals and military intelligence officer.
Passionate about? Dakota loves fitness, completing the Murph challenge annually, and enjoys recreational sports and time with family and friends.
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 first year stipend based on controllable factors, ensuring an income if you put in the work and meet 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.
Earnings Potential: 1-4 Years in Business*
Annual Average: $117,978
Top 25%: $345,278
Long-Term Earnings Potential: 5+ Years in Business*
Average of Career Advisors (5+ years): $675,612
Top 25%: $2.1M
Top 10%: $3.4M
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Sharon Yoder is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
*actual results through year end 2023
Flexible work from home options available.