Financial Sales Representative

Be among the first 25 applicants.

This role offers a competitive base salary and an opportunity to build your own book of business.

$50,000.00/yr - $/yr

Joining our team at Northwestern Mutual, Appleton as a Financial Sales Representative, you will build long‑lasting relationships with clients to help them achieve their personalized financial goals.

(Haven’t worked in finance before? That’s OK!)

Are you a self‑motivated and driven individual who wants to make a difference in the lives of others?

This role offers:

• a comprehensive training program with strong leadership support through mentorship
• a competitive culture that strives for success
• the tools and path to grow your own book of business

As a Financial Representative, you’ll have the chance to serve a diverse group of clients and help them achieve financial success. Join our team to make a meaningful impact on individuals and businesses through thoughtful financial planning and management!

You will:

• Conduct research and analysis to identify investment opportunities
• Assist clients with corporate accounting and tax planning
• Collaborate with public accounting firms to ensure compliance with financial regulations
• Manage investment portfolios for clients, making strategic decisions to maximize returns
• Generate sales leads and build relationships with potential clients
• Oversee cash management activities, including monitoring cash flows and optimizing liquidity
• Utilize customer relationship management (CRM) systems to track client interactions and maintain accurate records

Ideal

Experience:

• Prior sales or fundraising experience
• Familiarity with cash management strategies, financial analysis, or investment management is a plus
• Self‑starter and an entrepreneurial mindset

Other Information:

• 1099 Contract with Health, Dental, Vision and Pension options
• Income:
  First Year Incentive Plan, Commission, and Renewals
• Build your own book of business!

Selecting local candidates to Appleton, WI.

About Northwestern Mutual:

At Northwestern Mutual we believe that everyone deserves to spend their lives living and that a strong financial plan is a cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living!

Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for nearly 160 years and has a proven track record of financial success.

• Entry level

• Full‑time

• Sales and Customer Service
• Financial Services, Insurance, and Investment Management

• Medical insurance
• Vision insurance
• Pension plan