Financial Sales Consultant

Job Description

Job Description

Financial Sales with NM110:

Becoming a Financial Sales Consultant with NM110 is an opportunity to help your clients achieve their financial goals. You will build personalized, holistic financial plans tailored to every client’s unique needs, maintaining strong relationships with them through every stage of their lives.

Job Responsibilities and Duties :

• Build and own your book and relationships with your clientele
• Maintain client relationships (97% YoY client retention)
• Provide customized financial solutions spanning investments, retirement, insurance, financial planning, tax planning, etc.
• Attend client meetings, exhibiting a professional level of financial competency throughout the planning process
• Grow and scale your practice - hire and manage staff, open your own firm (typically 5+ years)
• Always act in the client's best interest

Development with NM110:

• Award-winning training and mentorship program
• Joint-work program to ensure proper support and critical learning during early development
• Sponsorship of Licensing/Designations (Life/Health, Series 6, 63, 7, 65, CLU, CFP, ChFC)
• Access to 17 out of top 34 in-house Forbes Best-in-State Financial Security and Private Wealth Management Professionals for the state of Connecticut

Qualifications:

• Strong interpersonal and networking skills (required)
• Self-starter and highly motivated (required)
• Bachelor's degree from a four-year institution (strongly preferred)
• History of achievement in fields such as marketing, business development, or sales (preferred)
• Athletic or military background (preferred)
• Life and Health and investment licenses (SIE, Series 6, 7, 63, 65, and/or 66) (preferred)

Compensation and Benefits:

• Income is largely performance-based and uncapped
• Launch Stipend: $37k
• OTE: Year 1: $100k-$175k l Year 3: $150k-$220k l Year 5: $200k-$300k
• Diversified revenue streams and passive income with client retention
• Medical, Dental, Vision, Life, and Disability insurance
• Flexible schedule
• Retirement plan (Traditional + Pension)

**ONLY ACCEPTING APPLICANTS FROM FAIRFIELD COUNTY, CT AND SURROUNDING AREAS - NO MANHATTAN, LONG ISLAND, NJ, OR OUTSIDE THE TRI-STATE AREA**

Company Description

Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.

Our advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.

Company Description

Northwestern Mutual has been helping individuals, families, and businesses achieve financial security for over 165 years. As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services—including investments, risk management, and wealth strategies.

Our advisors build practices centered on long-term client relationships and are supported by a strong training platform, experienced leadership, and a network of high-performing professionals. In Connecticut, many of our advisors have been recognized on Forbes Best-in-State rankings, reflecting a commitment to thoughtful planning and trusted guidance.