Wealth Management Trainee
Job description
We are seeking ambitious and driven sales professionals to help clients identify their financial needs and provide them with solutions to reach their financial goals. Northwestern Mutual’s employees, stemming from different backgrounds and experiences, build rewarding practices and client relationships. Our Representatives are given the support of the highest quality training, a network of specialists, and mentoring opportunities. You’ll have the satisfaction of knowing that you are building your own practice by helping their clients protect and grow their financial assets. Additionally, you’ll benefit from an unlimited earning potential based on your commitment, time, and effort.
Once you are on board, you will:
- Identify client needs and goals to provide a sense of security and safety surrounding their financial life.
- Develop meaningful long-term mutually beneficial relationships.
- Gain knowledge about the financial products Northwestern Mutual offers as well as financial market trends.
- Build, maintain, and continuously grow a portfolio of clients.
- Provide first-class client experiences.
You Will Gain Access To:
- A world-class training program to help you get started.
- Ongoing professional training and development throughout your career.
- Exclusive Northwestern Mutual financial products and solutions.
- Sponsorship for requisite licenses and certifications.
- A culture focused on ensuring a healthy work/life balance, collaboration, and diversity as well as recognition and rewards.
- An unlimited income potential directly tied to production
- Career growth opportunities with management and leadership potential.
- Benefits, including: Comprehensive Medical Coverage, Retirement Package/ Pension Plan, and Group Life and Disability Income Insurance.
In addition, you may become eligible for the following benefits:
· Commission structure to support early development
· Bonus programs and Production Allowance
· Support for insurance licensing, SIE, Series 6, Series 63, CFP®
· Retirement Package and Pension Plan
· Medical, Dental, Vision, Life Insurance and Disability Income Insurance
· Family Planning
Qualifications:
- Bachelor's degree from a four-year institution preferred
- MUST live in Massachusetts
- Strong interpersonal and networking skills
- Excellent written and communication skills
- Professional appearance and work ethic
- 3-5 years of sales/business or customer service experience preferred
- Self-motivated, goal-oriented and enthusiastic presence
- An entrepreneurial spirit/desire to manage your own business and be accountable to your results
Job Type: Full-time
Pay: $70,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Tuition reimbursement
- Vision insurance
Physical setting:
- Office
Schedule:
- Monday to Friday
Supplemental pay types:
- Commission pay
Application Question(s):
- What is your current VISA status?
Work Location: On the road
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