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Financial Representative (Tacoma, WA)

Learn more about Northwestern Mutual
Northwestern Mutual

Northwestern Mutual

Financial Representative (Tacoma, WA)

Tacoma, WA
Full Time
Paid
  • Responsibilities

    Financial Advisor Career Overview

    We have an opportunity to become a Financial Representative with our Bellevue, downtown Seattle, and Tacoma offices!

    A Financial Representative with Northwestern Mutual helps their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

    Our comprehensive training equips you with the education, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help in your financial expertise, including but not limited to:

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

    About NM

    For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.

    Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.

    Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone’s different viewpoints bring new successes!

    Desired Skills and Experience

    • Enjoys building new relationships and rapport with prospective clients

    • Productive in a collaborative environment

    • Desire for continuous learning

    • Entrepreneurial spirit

    • History of success in sales, athletics, military, client services, financial services, business development, hospitality, banking, real estate, or client-facing roles

    • Proficient oral and written communication skills

    Qualifications

    • Bachelor’s Degree (BA or BS), or equivalent work experience

    • 1 – 2 Years sales experience

    • Legal authorization to work in the US without sponsorship

    Compensation & Benefits

    • Commission, including bonus programs to support early development

    • Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more

    • Retirement Package and Pension Plan

    • Medical, Dental, Vision, Life Insurance and Disability Income Insurance

    • Family Planning

    Why join Northwestern Mutual:

    • Number 90, Fortune 100 company (2021)

    • 97% of policy owners stay year after year

    • Forbes Best Employers for Diversity (2018-2020)

    • Named one of the "50 Best Places to Launch a Career" by BusinessWeek magazine

    • Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)

    • Top 10 US Independent Broker-Dealers

    Northwestern Mutual has always received the highest possible financial strength ratings from the four major ratings agencies:

    • A.M. Best: A++

    • Fitch Ratings: AAA

    • Standard & Poor’s: AA+

    • Moody’s Investors Service: AAA

  • Desired skills
    • Sales experience, interest in financial field
  • Industry
    Financial Services
  • About Us

    Northwestern Mutual has been helping families and businesses achieve financial security for over 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.