Financial Representative

Financial Representative/Advisor Role Full Training Provided

Management Track Optional

Financial Representatives at Northwestern Mutual Poughkeepsie, NY, we help clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products.

Great opportunity for post-grads.

• Performance-based earnings and revenue (average annual earnings of $70K-$250K; based on  company average for representatives 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, SIE, Series 6, Series 63, CFP®, and more
• NM-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

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

As a Financial Advisor, you have the opportunity to:

• Build—Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends.
• Educate—Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans.
• Influence—Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations.
• Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients’ needs.

You could be right for this opportunity if you have:

• Entrepreneurial ambitions
• History of success in relationship‑building or client‑facing roles
• Desire for continuous learning and collaboration
• Proficient critical thinking and communication competencies
• Legal authorization to work in the US without sponsorship

Job Type: Full-time

• 401(k)
• Health insurance
• Life insurance
• Parental leave
• Vision insurance

Education:

• Bachelor's (Required)

Ability to Commute:

• Poughkeepsie, NY 12601 (Required)

Ability to Relocate:

• Poughkeepsie, NY 12601:
  Relocate before starting work (Required)