Financial Representative jobs in East Hartford, CT

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Financial Representative
  • Northwestern Mutual
  • West Hartford, CT FULL_TIME
  • Overview

    As business owners, Financial Representatives at Northwestern Mutual help their 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. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off.

     

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

     

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

    Responsibilities

    As a Financial Representative, 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.
  • Here at Northwestern Mutual, we believe there’s more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you’ll find the growth that fits your vision and your business.

    Compensation & Benefits

    • Performance-based earnings and revenue (average annual earnings of $70K-$250K; based on 2015-2022 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

    #LI-Onsite

    Qualifications

    You could be right for this opportunity if you have:

    • 4-year degree; or equivalent professional work experience
    • Entrepreneurial ambitions
    • History of success in relationship-building or client-facing roles
    • Excellent time-management skills
    • Desire for continuous learning and collaboration
    • Proficient critical thinking and communication competencies
    • Legal authorization to work in the US without sponsorship

    About Us

    For over 165 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. As such, they are considered independent contractors1 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.

    As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.

     

    Why join Northwestern Mutual:

    • Fortune 500 company (2023)
    • Forbes’ Best Employers for Diversity (2018-2021)
    • Top 10 US Independent Broker-Dealers2
    • #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
    • Best Place to Work for LGBTQ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
    • $257 billion retail investment client assets held or managed by Northwestern Mutual 4

     

    Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

    1 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.

    2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023.

    3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com

    4 Combined client assets of NMIS and NMWMC as of June 30, 2023

    Pay Range

    USD $70,000.00 - USD $250,000.00 /Yr.
  • 28 Days Ago

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Financial Representative
  • Northwestern Mutual
  • Hartford, CT FULL_TIME
  • Overview As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. They spend their days...
  • 28 Days Ago

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Sales Representative
  • Spieldenner Financial Group
  • Hartford, CT FULL_TIME
  • Spieldenner Financial Group is seeking independent, motivated, career-minded individuals to join our Mortgage Protection team. Our team members help American families protect their largest asset: the ...
  • 1 Month Ago

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Sales Representative - Remote
  • UniTrust Financial Group
  • Hartford, CT FULL_TIME
  • Sales Representative - Remote Company: InsuraTec Services Group Location: Remote About Us: InsuraTec Services Group is a leading provider of financial planning and insurance services. We are currently...
  • 8 Days Ago

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Customer Service Representative - Class of 16 - SIGN ON BONUS!
  • Global Atlantic Financial Group
  • Hartford, CT FULL_TIME
  • This position is not eligible for visa candidates now or in the future. We have lifted our vaccination requirement at this time. POSITION OVERVIEW - - $500 Sign on Bonus!! Global Atlantic is hiring a ...
  • 21 Days Ago

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Sales Representative
  • Symmetry Financial Group - Chang Agency Inc
  • Windsor, CT FULL_TIME
  • Unlock Your Potential! Own Your Success as a Sales Agent!Are you passionate & persevering? Do you desire more in life and want to get PAID for the true value for how hard you work? Do you truly want t...
  • 1 Month Ago

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0 Financial Representative jobs found in East Hartford, CT area

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Northwestern Mutual: Calling All Former NCAA Athletes!
  • Northwestern Mutual - West Hartford
  • West Hartford, CT
  • Job Description Job Description IT’S TIME TO ‘GO PRO’ IN SOMETHING OTHER THAN ATHLETICS! We are seeking recent college g...
  • 4/18/2024 12:00:00 AM

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Financial Advisor Internship
  • Northwestern Mutual
  • Hartford, CT
  • BEGIN YOUR PROFESSIONAL DEVELOPMENT AS AN INTERN WITH NORTHWESTERN MUTUAL One of America’s Top 25 internships according ...
  • 4/16/2024 12:00:00 AM

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Financial Representative
  • Northwestern Mutual
  • Hartford, CT
  • Overview: As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry le...
  • 4/16/2024 12:00:00 AM

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Financial Representative
  • Northwestern Mutual
  • Springfield, MA
  • Overview: As business owners, Financial Representatives at Northwestern Mutual help their clients live more and worry le...
  • 4/16/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Hartford, CT
  • Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
  • 4/15/2024 12:00:00 AM

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Financial Advisory Development Program for 2024 Graduates
  • Northwestern Mutual
  • Hartford, CT
  • FINANCIAL ADVISORY DEVELOPMENT PROGRAM You will gain hands on and real-world experience as you begin on the career path ...
  • 4/14/2024 12:00:00 AM

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Wealth Management Advisor
  • Northwestern Mutual
  • Springfield, MA
  • Ready to start your career as a Financial Advisor? Join our growing team at Northwestern Mutual of Springfield. Strong a...
  • 4/14/2024 12:00:00 AM

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Internal Revenue Agent (Examiner) 12 MONTH ROSTER 'AMENDED'
  • Department Of The Treasury
  • Hartford, CT
  • Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SBSE) DIVISION? A description of the business units can be found at: ht...
  • 4/14/2024 12:00:00 AM

East Hartford is a town in Hartford County, Connecticut, United States. The population was 51,252 at the 2010 census. The town is located on the east bank of the Connecticut River, directly across from Hartford, Connecticut. The town includes the neighborhoods of Burnside and Hockanum. According to the United States Census Bureau, the town has a total area of 18.7 square miles (48.5 km2), of which 18.0 square miles (46.6 km2) is land and 0.73 square miles (1.9 km2), or 3.93%, is water....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Representative jobs
$52,680 to $75,285
East Hartford, Connecticut area prices
were up 1.7% from a year ago

Financial Representative in Des Moines, IA
Review, verify and/or identify customer transactions to detect/prevent financial crimes activity, policy violations and suspicious situations in order to mitigate losses.
February 16, 2023
Financial Representative
Performs other duties as the supervisor may, from time to time, deem necessary.
October 14, 2022
Assist customers with account maintenance including printing temporary checks, accepting check orders, processing stop payments, accepting customer information (CIF) changes, transferring funds, etc.
November 30, 2022
Provide highest level of service by quickly and accurately identifying customer needs and articulating the appropriate solution to their questions and / or account-related issues.
January 14, 2023
Follows Bank procedures when performing transactions on teller machine and other required equipment such as encoder, CRT.
February 13, 2023
Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
March 22, 2023
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
April 16, 2023
Participates in staff development programs, in support of the Credit Union's commitment to continuous improvement in sales, service, quality and teamwork.
May 13, 2023
Demonstrated financial responsibility, character, and general fitness such as to warrant a determination that the individual will operate honestly, fairly and efficiently.
May 15, 2023