Pension Plan

Pension Plan Finance Jobs

29 jobs found

Financial Sales Representative - Career Changer (Training Provided)

Northwestern Mutual Manchester, NH

14d ago

$60k - $110k/yr Full time Advisor Business Development Career

Advisor Business Development Career

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Job Description

Responsibilities

Develop a client base by expanding relationships within your network and gaining depth in Northwestern Mutual financial products and current market trends.
Expand your knowledge beyond initial training through sponsored licensing and ongoing education, leveraging tools and illustrations to explain plan options to clients.
Influence clients toward informed decisions by presenting opportunities to safeguard and grow their financial position with expert guidance.
Own the growth and management of your book of business, refining skills and gradually building a team as you mature in your role.
Regularly review and adjust client financial plans to continue delivering tailored, optimal advice.

Requirements

Bachelor’s degree or equivalent professional experience
Entrepreneurial mindset with a drive to build and scale a client base
Proven success in sales, athletics, military, client services, or other client-facing roles
Excellent time-management and organizational skills
Commitment to ongoing learning and professional development
Legal authorization to work in the United States without sponsorship

Benefits

Compensation structure designed to support early career development
Renewable income stream as you grow your book of business
Bonus programs and expense allowances
Licensing support for insurance licenses, SIE, Series 6, Series 63, CFP®, and related credentials
Retirement package and pension plan
Medical, dental, vision, life insurance and disability income protection
Family planning resources

Compensation

Salary: $60,000.00 – $110,000.00 per year

Location

Manchester, NH (onsite)

Work Location

Hybrid remote arrangement in Manchester, NH 03101

Relocation

Relocation to Manchester, NH 03101 required prior to starting

Ability to Commute

Must be able to commute to Manchester, NH 03101

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Financial Advisor / Insurance professional

New York Life Insurance Company Melville, NY

14d ago

$75k - $100k/yr Full time Marketing Advisor Business Development

Marketing Advisor Business Development

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Job Description

As a licensed financial services professional with New York Life Insurance Company, you build a financial sales and insurance practice, assist clients with retirement and college funding planning, and benefit from thorough training, ongoing guidance, and a flexible schedule with strong earning potential.

Responsibilities

Meeting and contacting new potential clients to discuss financial concerns and needs
Conducting informational gathering meetings with clients
Analyzing client needs and presenting potential financial sales solutions
Providing ongoing service to clients
Developing and implementing personal business and marketing plans
Ongoing development of professional skills and knowledge

Requirements

College degree preferred
Previous sales experience a plus
Life and health licenses within 30 days of acceptance (company will pay for costs)
Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision
Organized, detail-oriented, and excellent time-management skills
Strong sales, analytical, decision-making, interpersonal, leadership and communications skills
Ability to work in a team-based environment

Insurance and Financial Sales Professional Qualifications

College degree preferred
Sales experience is advantageous
Life and health licenses within 30 days of joining; costs covered by the company
Highly self-motivated, disciplined, capable of working with minimal supervision
Organized and detail-oriented with strong time-management capabilities
Strong sales, analytical, decision-making, interpersonal, leadership and communication skills
Able to operate effectively within a team environment

What You'll Experience Here at New York Life

A flexible lifestyle that supports balance
Opportunities for personal and professional financial growth
Potential for high earnings within the role
Giving back through valuable service to the community
Fast Track Management program available within two years for qualified applicants

Training

NYLIC University is a cornerstone of professional development, widely regarded as one of the industry's most extensive training platforms. The position includes a robust benefits package to support ongoing growth, including a defined benefit pension plan, a 401(k) savings plan, comprehensive health, dental, life and disability coverage, continuing education reimbursement, reimbursement for industry designations, and discounts from major wireless carriers.

Required Experience

Sales experience: 1 year

Benefits

Defined Benefit Pension Plan*
401(k) Savings Plan
Health, Dental, Life, and Disability Insurance
Continuing education reimbursement
Reimbursement for industry designations
Discounts from major wireless carriers
Vision insurance

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Financial Sales Representative - Career Changer (Training Provided)

Northwestern Mutual Andover, MA

14d ago

$60k - $110k/yr Full time Advisor Business Development Career

Advisor Business Development Career

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Job Description

Northwestern Mutual is recruiting a career-changer for a Financial Sales Representative role serving clients across Northern New England. This full-time position blends client acquisition with delivering personalized financial planning, backed by industry-leading training and mentorship. The role operates onsite in Andover, Massachusetts, and provides a defined path from foundational training to building a growing advisory practice.

Responsibilities

Build a client base by expanding relationships within your network and gaining knowledge of Northwestern Mutual financial products and current market trends.
Educate yourself beyond initial training through sponsored licensing and ongoing development. Leverage assistive software, reporting tools, and illustrations to inform clients about potential plans.
Influence clients by presenting opportunities to protect and prosper, guiding them to action through expert recommendations.
Own the development and management of the business as you refine your craft and consider building a team. Regularly review and maintain client financial plans to provide optimal guidance.

Requirements

4-year degree, or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship

Benefits

Commission structure to support early development
Renewable income
Bonus programs and expense allowances
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
401(k)
Dental insurance
Flexible schedule
Health insurance
Tuition reimbursement
Vision insurance

Job Type

Full-time

Pay

USD 60,000 - 110,000 per year

Work Location

Hybrid remote in Andover, MA 01810

Why Join Northwestern Mutual

#90, Fortune 100 company (2021)
Forbes' Best Employers for Diversity (2018-2020)
Top 10 US Independent Broker-Dealers
#1 Amongst Life Insurers Most Admired Companies for Financial Soundness
Best Place to Work for LGBTQ+ Equality — Human Rights Campaign Corporate Equality Index (2015-2021)
$224 billion in retail investment client assets held or managed

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Financial Representative

Northwestern Mutual Harrisonburg, VA

15d ago

$75k - $150k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

Northwestern Mutual offers a structured, commission-based financial planning role in Harrisonburg, VA, featuring thorough training and ongoing mentorship from industry experts. You will design and implement financial plans to help clients reach their goals, with on-site collaboration and a clear path to higher earnings through performance.

Compensation and location

Location: Harrisonburg, VA (onsite). Salary: USD 75,000 - 150,000 per year.

Benefits

Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education

Responsibilities

Develop and implement financial plans to show clients where they are today
Plan for where clients want to go tomorrow and provide the financial tools and support to help them get there
Receive in-depth training and partner with industry experts until you’re ready to do it on your own

Requirements

Associate degree (Required)

This career offers you

The ability to positively impact someone else’s life
Personalized mentoring and award-winning training
Backing by Northwestern Mutual, an industry leader with a proven track record of success

What you bring to the role

You connect with people and build personal, trusted relationships
Financial planning is of interest to you
You are driven and committed to success
You are prepared to earn more through your efforts
You enjoy helping clients make more informed, confident decisions
You are ready to pursue a fulfilling personal and professional life

Income growth opportunity

Year 1: $52,000 - $106,000
Year 3: $103,000 - $202,000
Year 5: $139,000 - $289,000
Year 10: $234,000 - $490,000
Year 15: $341,000 - $790,000

About Northwestern Mutual

Northwestern Mutual believes everyone deserves to spend their lives living, with a strong financial plan as a foundation for that reality
Financial security is an enabler for clients to enjoy life beyond retirement
Teams of financial advisors nationwide share these beliefs and work to help clients reach their financial goals
With more than half of Americans seeking improved financial planning, the firm offers ample opportunities to serve this growing need
FORTUNE recognizes Northwestern Mutual as one of the World’s Most Admired companies, reflecting nearly 160 years of leadership in financial services

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Sales Consultant

Talent Elite Partners Portland, OR

15d ago

$100k - $130k/yr Full time Business Development Client Relations Client Service

Business Development Client Relations Client Service

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Job Description

Talent Elite Partners offers a compelling opportunity in the financial services space with a focus on lasting client partnerships, professional growth, and a supportive environment. This on-site role is based in Portland, OR. Expect a competitive compensation package that blends base pay with performance-based incentives, and access to comprehensive benefits and ongoing training to support your career development.

WHY YOU'LL LOVE WORKING HERE

Hybrid Work Model: a flexible mix of remote productivity and in-person client interactions
Relationship-Driven Culture: a workplace that highly values long-term partnerships with clients
Professional Growth: clear opportunities to advance into relationship management or sales leadership
Support System: ongoing coaching, training programs, and professional development resources
Comprehensive Training and Development: onboarding specialists and local resources to ensure a smooth start

BENEFITS

Medical, dental, and vision coverage
401(k) retirement plan with company matching
Traditional pension plan
Professional development opportunities

COMPENSATION & BENEFITS

The position offers a total compensation range of $100,000 to $130,000 in the first year, including commission and performance incentives tied to sales results and client retention.

RESPONSIBILITIES

Sales Management: allocate effort between prospecting new clients and nurturing existing relationships to optimize acquisition and retention
Relationship Portfolio Oversight: oversee a diverse set of client relationships, maintaining regular communication and delivering outstanding service
Revenue Generation: drive new sales while identifying expansion opportunities within current client bases
Client Needs Assessment: conduct thorough financial reviews to understand evolving client needs and propose appropriate solutions
Strategic Account Planning: create and execute account strategies that deepen relationships and reveal growth opportunities
Client Advocacy: serve as the primary advocate for clients, ensuring their needs are met across all service touchpoints
Sales Process Management: manage the full sales cycle from prospecting through closing and onboarding
Market Engagement: represent the company at networking events and industry functions to broaden your professional network

REQUIREMENTS

Sales Experience: 3 to 5 years combining sales and relationship management experience
Sales Success: proven track record of meeting or exceeding goals while maintaining high client satisfaction
Strategic Mindset: ability to think strategically about immediate opportunities and long-term relationship development
Organizational Skills: strong project management abilities to handle multiple clients, prospects, and initiatives simultaneously
Technology Proficiency: experience with CRM systems and relationship management tools is helpful
Education: Bachelor's degree or equivalent experience in business or sales

TECHNOLOGIES

CRM systems

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Financial Sales Professional

Northwestern Mutual Athens, GA

15d ago

$100k+/yr Full time Advisor Business Development Client Relations

Advisor Business Development Client Relations

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Job Description

Onsite role in Athens, GA with Northwestern Mutual, focused on developing and executing financial plans for clients, with in-depth training and compensation primarily through commission plus a comprehensive benefits package.

Responsibilities

Develop and implement personalized financial plans to map clients' current position, future goals, and the tools and support needed to reach them.
Receive comprehensive training and collaborate with industry experts until ready to operate independently.

Requirements

Bachelor of Arts or Science degree from a four-year college or university (preferred).
Strong interpersonal skills (preferred).
Grit (preferred).
Motivation (preferred).
Self-starter mindset (preferred).

Benefits

Comprehensive medical insurance
Two pension plans
Life and disability insurance
Health care and dependent care reimbursement accounts
Reimbursement for licensing and ongoing education
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Vision insurance

This Career Offers You

Opportunity to positively influence clients' financial well-being through tailored planning.
Personalized mentoring and award-winning training programs.
Support from Northwestern Mutual, a respected industry leader with a proven track record.

Can You See Yourself Helping Others Reach Their Financial Goals

You excel at connecting with people and building trusted, personal relationships.
Financial planning appeals to you and you enjoy guiding others through decisions.
You are driven and committed to achieving success.
You are prepared to earn more through hard work.
You help clients make informed, confident financial decisions.
You aim to balance personal and professional life to meet your goals.

A Career With Endless Opportunities

The role is primarily commission-based, with stipends and bonuses, allowing you to influence earnings as you progress.
Average first-year earnings are around $60,000, with potential for higher results.
The early years involve learning the business, but you define what success looks like.

Income Growth Opportunity

Year 1 | $52,000 - $106,000
Year 3 | $103,000 - $202,000
Year 5 | $139,000 - $289,000
Year 10 | $234,000 - $490,000
Year 15 | $341,000 - $790,000

About Northwestern Mutual

Northwestern Mutual emphasizes helping individuals spend their lives living, with a strong financial plan as a cornerstone for turning that vision into reality. Our nationwide teams of financial advisors are dedicated to helping clients reach their financial goals. With more than half of Americans seeking better financial planning, this career presents meaningful opportunities to serve a growing need. Northwestern Mutual has been recognized by Fortune as one of the World's Most Admired companies and has maintained a long track record of success in the financial services sector for nearly 160 years.

Job Type

Full-time

Pay

From $100,000 per year

Work Location

In person

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Financial Representative

Northwestern Mutual Fredericksburg, VA

15d ago

$75k - $150k/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

This full-time financial representative role is with Northwestern Mutual, based onsite in Fredericksburg, Virginia. You will assist clients in achieving their financial goals by crafting and executing tailored financial plans, supported by extensive training and mentorship.

Responsibilities

Develop and execute financial plans that establish a client’s current position, define future objectives, and provide the tools and ongoing guidance to reach those goals.

Requirements

Ability to connect with people and cultivate personal, trusted relationships.
Strong interest in financial planning.
Driven, with a proven commitment to success.
Motivated to increase earnings through hard work.
Enjoy guiding clients to make informed, confident decisions.
Willing to pursue a balanced personal and professional life.
Bachelor of Arts or Science degree from a four-year college or university.
Strong interpersonal skills, grit, motivation, and self-starting initiative are advantageous.