6 136 Posti di lavoro per Agente Finanziario in Italia

Descrizione dell'azienda :
Lp finance agente SANTANDER consumer bank

Descrizione del ruolo Cerchiamo un Agente in Attività Finanziaria per unirsi al nostro team nella Greater Ravenna Metropolitan Area. In questo ruolo a tempo pieno e in sede, sarai responsabile della gestione delle relazioni con i clienti, dell'analisi delle loro esigenze finanziarie e della proposizione delle migliori soluzioni di finanziamento. Ti occuperai di fornire consulenza personalizzata per la gestione del credito e altre risorse finanziarie, garantendo il massimo supporto per aiutare i clienti a raggiungere i loro obiettivi economici. È una posizione dinamica che richiede un approccio proattivo e orientato al cliente.

Offriamo lead mensili profilati e pacchetto clienti attivi.

Provvigioni commisurate all'esperienza del futuro consulente.

Qualifiche

• Competenze in consulenza finanziaria e gestione del credito per offrire soluzioni personalizzate ai clienti.
• Conoscenza approfondita in finanza e prodotti finanziari per garantire consulenze informate e consapevoli.
• Esperienza nel settore della pianificazione finanziaria, con attenzione specifica alla personalizzazione delle strategie di finanziamento.
• Ulteriori competenze vantaggiose includono abilità comunicative eccellenti, gestione del tempo e capacità di costruire relazioni di fiducia con i clienti.

Pitagora S.p.A., intermediario finanziario del Gruppo Cassa di Risparmio di Asti, ricerca nuove risorse da inserire nella propria rete vendita, con l'obiettivo di rafforzarla e permettere di gestire un business in continua crescita.

Al termine del percorso, la risorsa, dopo aver ottenuto l’abilitazione da parte dell’OAM (Organismo Agenti e Mediatori), otterrà un mandato in esclusiva con conseguente inserimento nella filiale prescelta.

• Formazione retribuita in Academy, con figure professionali esperte
• Strumenti necessari ad imparare la professione e ad esercitare successivamente l'attività di agente (auto aziendale in uso alla filiale di competenza, sistemi informatici.)
• Crescita professionale e personale
• Ambiente di lavoro dinamico, giovane e fortemente orientato al raggiungimento dei risultati
• Gestione del portafoglio clienti della società (nominativi di potenziali clienti ai quali proporre i prodotti Pitagora)
• Obiettivi stimolanti da raggiungere insieme al proprio team
• Formazione continua per il mantenimento dei requisiti OAM e per acquisire nuove competenze

• Titolo di studio minimo: diploma quinquennale di scuola media superiore
• Preferibile (ma non indispensabile) residenza in provincia della posizione aperta
• Capacità e competenze personali / organizzative: forte predisposizione alla vendita e ai rapporti interpersonali, ottime capacità comunicative, spiccate doti organizzative, orientamento al risultato, attitudine al team building, standing adeguato al contesto
• Patente di guida: preferibile (ma non indispensabile)
• Esperienza pregressa nel settore del credito al consumo, assicurativo, bancario o delle vendite in generale (opzionale)
• Capacità e competenze informatiche: buona conoscenza del pacchetto Microsoft Office

Contratto co.co.co per la formazione in Academy; a seguito dell’iscrizione agli Elenchi OAM, mandato di agenzia in esclusiva a partita IVA.

Massimo 3 mesi, di cui 2 a Torino (alloggio e transfer a carico di Pitagora).

Per Ns cliente ricerchiamo agente in attività finanziaria e mediatore creditizio pronto ad analizzare le esigenze economiche e proporre la soluzione finanziaria più idonea.

La figura ricercata opererà su Napoli e Salerno

DI COSA TI OCCUPERAI

Effettuerai in modo autonomo la consulenza in ambito di finanza di impresa.

Valuterai la fattibilità del finanziamento

Effettuerai la firma dei contratti e le fasi conclusive del finanziamento

Le consulenze vengono svolte in filiale attraverso l'utilizzo del cellulare e dei relativi applicativi, supportate dalle nostre piattaforme informatiche

REQUISTI

Esperienza nella consulenza e nella negoziazione in ambito servizi. Gradita esperienza nel settore credito, assicurativo, recupero crediti e affini.

Orientamento al lavoro per obiettivi, determinazione, responsabilità e capacità di relazione

Diploma di Scuola Secondaria Superiore e / o Laurea (triennale o magistrale)

Contratto di lavoro : Tempo pieno, Tempo determinato

Orario :

• Dal lunedì al venerdì
• No weekend

Per Ns cliente ricerchiamo agente in attività finanziaria e mediatore creditizio pronto ad analizzare le esigenze economiche e proporre la soluzione finanziaria più idonea.

La figura ricercata opererà su Napoli e Salerno

DI COSA TI OCCUPERAI

Effettuerai in modo autonomo la consulenza in ambito di finanza di impresa.

Valuterai la fattibilità del finanziamento

Effettuerai la firma dei contratti e le fasi conclusive del finanziamento

Le consulenze vengono svolte in filiale attraverso l'utilizzo del cellulare e dei relativi applicativi, supportate dalle nostre piattaforme informatiche

REQUISTI

Esperienza nella consulenza e nella negoziazione in ambito servizi. Gradita esperienza nel settore credito, assicurativo, recupero crediti e affini.

Orientamento al lavoro per obiettivi, determinazione, responsabilità e capacità di relazione

Diploma di Scuola Secondaria Superiore e / o Laurea (triennale o magistrale)

Contratto di lavoro : Tempo pieno, Tempo determinato

Orario :

• Dal lunedì al venerdì
• No weekend

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

• Performance-based earnings and revenue1:
  • A verage advisor annual earnings of $61K-$19K (based on2018-2023company average for representatives in the first 3 years)
  • Top 25% advisor annual earnings of 137K- 250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning #LI-Onsite

You could be right for this opportunity if you have:

• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC),Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.

1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271 73 - 2,923,976.22. Source: Northwestern Mutual, 2024

2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Overview

Becoming a Financial Advisor

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Compensation & Benefits

• Performance-based earnings and revenue1:
  • A verage advisor annual earnings of $61K-$119K (based on 018-2023company average for representatives in the first 3 years)
  • Top 25% advisor annual earnings of 137K- 250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more
• Certified Financial Planner licensing support2
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning #LI-Onsite

You could be right for this opportunity if you have:

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC),Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.

1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.7 - 2,923,976.22. Source: Northwestern Mutual, 2024

2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Becoming a Financial Advisor

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Compensation & Benefits

• Performance-based earnings and revenue1:
  • A verage advisor annual earnings of $61K-$19K (based on2018-2023company average for representatives in the first 3 years)
  • Top 25% advisor annual earnings of 137K- 250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more
• Certified Financial Planner licensing support2
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning #LI-Onsite

You could be right for this opportunity if you have:

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC),Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.

1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.7 - 2,923,976.22. Source: Northwestern Mutual, 2024

2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help clients achieve their financial goals through planning. Initially, you start as a financial representative focused on client-building and obtaining necessary licenses. Our award-winning training programs provide the education, skill-building, and development strategies needed to succeed in building a financial planning practice that focuses on:

• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis

Northwestern Mutual’s proprietary planning software helps educate clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for retirement income—allowing you to make a significant impact on your clients and community. As a business owner, you can shape your workday around your life and have uncapped earning potential through a performance-based compensation structure.

We support various practice-building approaches, allowing you to align your business with your long-term vision, whether that involves opening an office, joining a team, or becoming an advanced advisor.

• Grow your client base through connections, referrals, and providing excellent service
• Build personalized, comprehensive financial plans tailored to each client’s needs
• Manage client financial plans to help them achieve their goals
• Support clients through every stage of life, fostering strong relationships

Northwestern Mutual is recognized for its well-trained sales force. We are committed to your ongoing development, starting with our award-winning curriculum designed for your first three years. You will learn from industry experts, master client acquisition, and gain first-hand experience from seasoned advisors.

Licenses required include Life / Accident & Health, Securities Industry Essentials (SIE), and Series 6, 7, and 63. We offer pre-payment/reimbursement for course fees and books.

• Performance-based earnings and revenue:

Average annual earnings of $61K-$19K in the first three years; top advisors earn 137K- 250K

• Additional income supports training and early development
• Renewal income for ongoing client support
• Bonus programs, expense allowances, and licensing support
• Company-funded retirement and pension plans
• Comprehensive health, vision, dental, life, and disability insurance
• Parental benefits at all stages

You might be a good fit if you have:

• Entrepreneurial ambitions to own a business
• Success in relationship-building or client-facing roles
• A desire for continuous learning and collaboration
• Strong critical thinking skills
• Motivation and drive
• Legal authorization to work in the US without sponsorship

Our advisors are valued partners and considered independent contractors for income tax purposes, and statutory employees for FICA taxes.

Northwestern Mutual, based in Milwaukee, WI, operates through its subsidiaries including Northwestern Long Term Care Insurance Company, Northwestern Mutual Investment Services, LLC, and Northwestern Mutual Wealth Management Company.

• Individuals need at least three years of service at Northwestern Mutual to qualify for the pre-payment/reimbursement program.

Posted Salary Range: USD 61,000 - 250,000 per year.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

• Performance-based earnings and revenue1:
  • A verage advisor annual earnings of $61K-$19K (based on2018-2023company average for representatives in the first 3 years)
  • Top 25% advisor annual earnings of 137K- 250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning #LI-Onsite

You could be right for this opportunity if you have:

• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC),Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.

1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271 73 - 2,923,976.22. Source: Northwestern Mutual, 2024

2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Overview

Becoming a Financial Advisor

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:

Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis

Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.

We believe there’s more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.

As a financial advisor, you will:

• Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
• Build personalized, holistic financial plans tailored to every client’s unique needs
• Manage your client’s financial plans to help them achieve their goals
• Grow relationships with clients to support them through every stage of life

Training, licensing & designations

Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you’ll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.

To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.

Compensation & Benefits

• Performance-based earnings and revenue1:
  • A verage advisor annual earnings of $61K-$119K (based on 018-2023company average for representatives in the first 3 years)
  • Top 25% advisor annual earnings of 137K- 250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
• Additional income structure to support training and early development
• Renewal income earned for continued client support and policy management
• Bonus programs and expense allowances
• Support for insurance licensing, Securities Industry Essentials, Series 6, Series 7, Series 63, and more
• Certified Financial Planner licensing support2
• Fully company-funded retirement package and pension plan
• Competitive and comprehensive medical, vision, and dental plans
• Life Insurance and Disability Income Insurance
• Parental benefits at every stage of family planning #LI-Onsite

You could be right for this opportunity if you have:

• Bachelor’s degree
• Entrepreneurial ambitions to be a business owner
• History of success in relationship-building or client-facing roles
• Excellent time-management skills
• Desire for continuous learning and collaboration
• Proficient critical thinking skills
• Strong communicator
• Strong sense of motivation and drive
• Legal authorization to work in the US without sponsorship

Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC),Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.

1No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.7 - 2,923,976.22. Source: Northwestern Mutual, 2024

2Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP, CERTIFIED FINANCIAL PLANNER, and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

3Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help clients achieve their financial goals through planning. Initially, you start as a financial representative focused on client-building and obtaining necessary licenses. Our award-winning training programs provide the education, skill-building, and development strategies needed to succeed in building a financial planning practice that focuses on:

• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis

Northwestern Mutual’s proprietary planning software helps educate clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for retirement income—allowing you to make a significant impact on your clients and community. As a business owner, you can shape your workday around your life and have uncapped earning potential through a performance-based compensation structure.

We support various practice-building approaches, allowing you to align your business with your long-term vision, whether that involves opening an office, joining a team, or becoming an advanced advisor.

• Grow your client base through connections, referrals, and providing excellent service
• Build personalized, comprehensive financial plans tailored to each client’s needs
• Manage client financial plans to help them achieve their goals
• Support clients through every stage of life, fostering strong relationships

Northwestern Mutual is recognized for its well-trained sales force. We are committed to your ongoing development, starting with our award-winning curriculum designed for your first three years. You will learn from industry experts, master client acquisition, and gain first-hand experience from seasoned advisors.

Licenses required include Life / Accident & Health, Securities Industry Essentials (SIE), and Series 6, 7, and 63. We offer pre-payment/reimbursement for course fees and books.

• Performance-based earnings and revenue:

Average annual earnings of $61K-$19K in the first three years; top advisors earn 137K- 250K

• Additional income supports training and early development
• Renewal income for ongoing client support
• Bonus programs, expense allowances, and licensing support
• Company-funded retirement and pension plans
• Comprehensive health, vision, dental, life, and disability insurance
• Parental benefits at all stages

You might be a good fit if you have:

• Entrepreneurial ambitions to own a business
• Success in relationship-building or client-facing roles
• A desire for continuous learning and collaboration
• Strong critical thinking skills
• Motivation and drive
• Legal authorization to work in the US without sponsorship

Our advisors are valued partners and considered independent contractors for income tax purposes, and statutory employees for FICA taxes.

Northwestern Mutual, based in Milwaukee, WI, operates through its subsidiaries including Northwestern Long Term Care Insurance Company, Northwestern Mutual Investment Services, LLC, and Northwestern Mutual Wealth Management Company.

• Individuals need at least three years of service at Northwestern Mutual to qualify for the pre-payment/reimbursement program.

Posted Salary Range: USD 61,000 - 250,000 per year.