Financial Services Representative

Northwestern Mutual is a financial services company seeking entry-level candidates to build a practice in financial services. The role involves crafting holistic financial plans for clients and managing a personal book of business with significant earning potential.

Responsibilities

• Make a real impact on clients’ lives by crafting holistic financial plans - investments, retirement, insurance, tax strategies and more
• Own your book of business from day one and watch it grow: 97% year-over-year client retention means predictable, recurring revenue
• Enjoy uncapped earning potential with a guaranteed: 37K launch stipend in Year 1 and OTE projections of $80K–$110K Year 1 l $150K–220K Year 3 l $200K–$300K Year 5
• Tap into multiple income streams - commissions, renewals, advisory fees and passive revenue as you build long-term relationships
• Award-winning training & mentorship - learn side-by-side with 17 of Connecticut’s top 34 Forbes-ranked advisors
• Joint-work program: hands-on support during your critical first year
• Full sponsorship for life & health insurance licenses plus SIE, Series 6/7/63/65 and top designations (CFP®, ChFC®, CLU)
• Proprietary financial planning software, marketing resources, and a deeply collaborative culture

Skills

• Must live in Fairfield County, CT or immediate surrounding areas
• A confident communicator and natural networker
• Driven, entrepreneurial, and excited to build something of your own
• A bachelor's degree is preferred, but your ambition and track record matter most
• Sales, business-development, athletic or military experience a plus
• Licensed? Great! If not, we'll help you get there

Benefits

• Comprehensive medical, dental, vision, life & disability coverage
• 401(k) + pension plan with company match
• Flexible schedule & remote work after initial ramp
• Dedicated career path - hire your own team or launch your own office in 5+ years

Company Overview