Financial Representative

Candidates not currently residing in the Sacramento area WILL NOT be considered for this role . Please apply to your local office here: Begin a Career with Growth early leadership tracks, and uncapped earning potential Impact in the lives of your communities and clients through comprehensive financial planning Increasing Flexibility over your time and calendar Income potential directly matching your effort and ambition Culture built on exceptional training, office activities, collaboration, and community involvement and philanthropy Company Description Northwestern Mutual has been helping families and businesses achieve financial security for over 160 years. We offer a personalized, holistic approach to financial planning, including insurance and investments. Our advisors provide continuous support with leading insights, technology, and digital-first experiences. Managing over $265 billion in assets and trusted by more than 4.5 million people, we offer a wide range of financial services. We are committed to diversity and growth, supporting our financial workforce and professionals nationwide. Role Functions The role involves providing expert guidance to meet the comprehensive financial planning needs of individuals and businesses. Provide services including retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. Understand clients' goals and visions to develop holistic financial solutions that put clients on a path to financial success. Consult with clients on their financial plans (investments, insurance, retirement, taxes, business planning, benefits, etc.). Build and maintain client bases, keep current client financial plans up-to-date and build a portfolio of new clients on an ongoing basis. Compensation and Benefits Sales commissions and renewal revenues Monthly KPI bonuses up to $30,000 in first 6 months New-client and client-retention bonuses Health, vision, and dental insurance Company-funded retirement package Group life insurance and disability income insurance Sponsorship and payment for insurance licensing, SIE, Series 7, Series 63, CFP (not a prerequisite for hiring) Average and Top Performer Income Year 1 | $82,000 - $136,000 Year 3 | $103,000 - $202,000 Year 5 | $139,000 - $289,000 Year 10 | $234,000 - $490,000 Year 15 | $341,000 - $790,000 Qualifications 4-year degree or equivalent professional work experience History of success in sales, athletics, military, client services, or general client-facing roles Strong interpersonal and relationship-building skills Sales and client management experience is a plus Ability to work independently and as part of a collaborative team Passion for helping clients achieve financial security Legal authorization to work in the US for 5+ years without sponsorship Unsurpassed financial strength with total company assets of $366 billion Recognized for Financial Soundness, Quality of Products/Services, Social Responsibility, and Quality of Management Forbes’ Best Employers for Diversity (2023) Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2023) 2024 Training APEX Award winner Job Type: Full-time Pay: $82,000 - $136,000 per year 401(k) Employee assistance program Health insurance Life insurance Parental leave Referral program Vision insurance Referrals increase your chances of interviewing at Northwestern Mutual by 2x. Get notified about new Financial Representative jobs in Sacramento, CA . #J-18808-Ljbffr