Financial Representative - Entry Level
1 month ago
Bridgeport
Job DescriptionBenefits: • Retirement, • Bonus based on performance, • Company parties, • Dental insurance, • Flexible schedule, • Health insurance, • Opportunity for advancement, • Training & development Our passion for community support is evident in our ongoing contributions to these charities: • Local: Norwalk Open Door (transitioning people from homelessness into mainstream society), Filling in the Blanks (meals for schools)., • National: Alexs Lemonade Stand (Pediatric Cancer).Were also proud to support the Catch A Lift Fund, helping post-9/11 veterans recover and thrive through fitness, wellness, and community. Our network is one of Northwestern Mutuals most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25. Our thriving offices are located: • Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902, • Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880 Income Range Within Our Network of Offices: Years 1-4 in Business: • Average: $80,000, • Top 25%: $170,000, • Top 10%: $240,000, • Top performers exceed $200,000 in Year 1Years 5+ in Business:, • Average: $305,000, • Top 25%: $730,000 Meet Some of Our Local Leaders, the Heartbeat of Our Business: Alex Beilin Managing Partner • How long with NM? 30 years., • Previous experience? Worked at TGIFridays during college, excelling in customer service and seasonal sales., • Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development.Louis Pietig Managing Director, Fairfield District Office, • How long with NM? 7 years., • Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors., • Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community.Andrew Kalinowski Managing Director, Westport District Office, • How long with NM? 10 years, including an internship., • Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns., • Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement., • Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income., • Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances., • Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.Qualifications:, • Education: A bachelor's degree in finance, business, or a related field is strongly preferred., • Experience: Previous experience in financial services, insurance or business development is beneficial but not required., • Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients., • Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).Benefits:, • Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications., • Income Potential: Competitive compensation structure including performance incentives, with no ceiling., • Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors., • Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals., • Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.