University Students
Northwestern Mutual · New York, New York, United States
FULL TIMEpermanent
Job Description
Junior Business Development RepresentativeFinancial Services & Wealth ManagementLocation: Aventura, FL (In Office)
Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.
Schedule: Monday-Friday, 8:00 AM - 5:00 PMCompensation: $45,000 Base Salary + Performance Bonuses + Career Growth OpportunitiesAbout the OpportunityWe are seeking a highly motivated, competitive, and driven recent college graduate to join a growing wealth management practice affiliated with Northwestern Mutual. This is an opportunity to work directly alongside a nationally recognized financial advisor who has been a top producer for more than 13 years, achieving Top 100 ranking nationally in 2019 and Top 300 ranking nationally in 2024.This role is designed for someone who wants to build elite sales skills, develop confidence in business development, and learn how successful financial professionals acquire and cultivate high-quality client relationships.The ideal candidate is energetic, resilient, coachable, and unafraid of hearing "no." If you enjoy competition, thrive in a fast-paced environment, and want to learn how top producers generate opportunities, we want to meet you.Position SummaryThe Junior Business Development Representative will focus primarily on outbound prospecting, lead generation, appointment setting, and relationship development. This individual will be responsible for creating qualified opportunities and scheduling meetings with prospective clients.You will receive direct mentorship and sales training from an experienced advisor with a proven track record of success in financial services.This is not a call center position. This is a professional sales development role focused on helping build a premier wealth management practice.ResponsibilitiesProspecting & Business DevelopmentConduct high-volume outbound calling to prospective clients.Identify and engage qualified prospects through phone outreach.Build and maintain a pipeline of prospective clients.Schedule introductory meetings for the advisor.Follow up consistently with prospects through phone, email, and text.Develop referral opportunities and networking connections.Maintain detailed prospecting notes and activity records within the CRM.Sales SupportWork closely with the advisor to refine prospecting strategies.Participate in weekly sales training and coaching sessions.Learn financial planning and wealth management concepts.Assist with lead tracking and pipeline management.Help execute marketing and business development initiatives.Professional DevelopmentParticipate in ongoing sales coaching and mentorship.Develop expertise in communication, influence, relationship building, and client acquisition.Gain exposure to financial planning, investment management, insurance solutions, and wealth management strategies.QualificationsRequiredBachelor's Degree or Associate's DegreeStrong verbal communication skillsProfessional attitude and appearanceHighly motivated and competitive personalityComfortable making outbound calls throughout the dayStrong work ethic and ability to handle rejection positivelyDesire to build a career in sales, business development, financial services, or entrepreneurshipPreferredPrevious sales, internship, customer service, or leadership experienceExperience in athletics, student organizations, or competitive activitiesInterest in finance, investing, wealth management, or financial planningDemonstrated ability to achieve goals and exceed expectationsIdeal Candidate TraitsWe're looking for someone who:Is relentless and persistent in pursuing opportunitiesHas a positive attitude and strong mental toughnessTakes coaching well and applies feedback quicklyIs organized and accountableWants to learn from a proven producerEnjoys winning and achieving measurable goalsIs excited about a long-term career opportunityCompensation & GrowthCompensation$45,000 annual base salaryPerformance-based bonusesIncentives tied to qualified appointments and business generatedOngoing training and professional developmentCareer PathThis role offers a unique opportunity to learn directly from a nationally recognized financial advisor with more than 13 years of experience. Successful candidates will gain advanced sales, prospecting, and relationship-building skills that can serve as the foundation for future opportunities within financial services, wealth management, business development, or financial advising.To ApplyPlease submit:ResumeBrief cover letter explaining why you believe you would excel in a business development and sales environmentA short paragraph describing a situation where you overcame rejection or achieved a challenging goalLocation: Aventura, FloridaPosition Type: Full-Time, In-PersonWe are looking for someone who is hungry, coachable, and willing to outwork the competition. We can teach the skills. xzbcwsv We cannot teach drive.
Remember to check your CV before applying Also, ensure you read through all the requirements related to this role.
Schedule: Monday-Friday, 8:00 AM - 5:00 PMCompensation: $45,000 Base Salary + Performance Bonuses + Career Growth OpportunitiesAbout the OpportunityWe are seeking a highly motivated, competitive, and driven recent college graduate to join a growing wealth management practice affiliated with Northwestern Mutual. This is an opportunity to work directly alongside a nationally recognized financial advisor who has been a top producer for more than 13 years, achieving Top 100 ranking nationally in 2019 and Top 300 ranking nationally in 2024.This role is designed for someone who wants to build elite sales skills, develop confidence in business development, and learn how successful financial professionals acquire and cultivate high-quality client relationships.The ideal candidate is energetic, resilient, coachable, and unafraid of hearing "no." If you enjoy competition, thrive in a fast-paced environment, and want to learn how top producers generate opportunities, we want to meet you.Position SummaryThe Junior Business Development Representative will focus primarily on outbound prospecting, lead generation, appointment setting, and relationship development. This individual will be responsible for creating qualified opportunities and scheduling meetings with prospective clients.You will receive direct mentorship and sales training from an experienced advisor with a proven track record of success in financial services.This is not a call center position. This is a professional sales development role focused on helping build a premier wealth management practice.ResponsibilitiesProspecting & Business DevelopmentConduct high-volume outbound calling to prospective clients.Identify and engage qualified prospects through phone outreach.Build and maintain a pipeline of prospective clients.Schedule introductory meetings for the advisor.Follow up consistently with prospects through phone, email, and text.Develop referral opportunities and networking connections.Maintain detailed prospecting notes and activity records within the CRM.Sales SupportWork closely with the advisor to refine prospecting strategies.Participate in weekly sales training and coaching sessions.Learn financial planning and wealth management concepts.Assist with lead tracking and pipeline management.Help execute marketing and business development initiatives.Professional DevelopmentParticipate in ongoing sales coaching and mentorship.Develop expertise in communication, influence, relationship building, and client acquisition.Gain exposure to financial planning, investment management, insurance solutions, and wealth management strategies.QualificationsRequiredBachelor's Degree or Associate's DegreeStrong verbal communication skillsProfessional attitude and appearanceHighly motivated and competitive personalityComfortable making outbound calls throughout the dayStrong work ethic and ability to handle rejection positivelyDesire to build a career in sales, business development, financial services, or entrepreneurshipPreferredPrevious sales, internship, customer service, or leadership experienceExperience in athletics, student organizations, or competitive activitiesInterest in finance, investing, wealth management, or financial planningDemonstrated ability to achieve goals and exceed expectationsIdeal Candidate TraitsWe're looking for someone who:Is relentless and persistent in pursuing opportunitiesHas a positive attitude and strong mental toughnessTakes coaching well and applies feedback quicklyIs organized and accountableWants to learn from a proven producerEnjoys winning and achieving measurable goalsIs excited about a long-term career opportunityCompensation & GrowthCompensation$45,000 annual base salaryPerformance-based bonusesIncentives tied to qualified appointments and business generatedOngoing training and professional developmentCareer PathThis role offers a unique opportunity to learn directly from a nationally recognized financial advisor with more than 13 years of experience. Successful candidates will gain advanced sales, prospecting, and relationship-building skills that can serve as the foundation for future opportunities within financial services, wealth management, business development, or financial advising.To ApplyPlease submit:ResumeBrief cover letter explaining why you believe you would excel in a business development and sales environmentA short paragraph describing a situation where you overcame rejection or achieved a challenging goalLocation: Aventura, FloridaPosition Type: Full-Time, In-PersonWe are looking for someone who is hungry, coachable, and willing to outwork the competition. We can teach the skills. xzbcwsv We cannot teach drive.
Details
| Company | Northwestern Mutual |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |