Young Professionals
Northwestern Mutual
About the Opportunity
This role is designed for a recent college graduate seeking 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."
Position Summary
The 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.
Key Responsibilities
Prospecting & Business Development
- Conduct 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 Support
- Work 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 Development
- Participate 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.
Requirements & Tech Stack
Location: Aventura, FL (In Office)
Schedule: Monday-Friday, 8:00 AM - 5:00 PM
Position Type: Full-Time, In-Person
Qualifications
- Bachelor's Degree or Associate's Degree
- Strong verbal communication skills
- Professional attitude and appearance
- Highly motivated and competitive personality
- Comfortable making outbound calls throughout the day
- Strong work ethic and ability to handle rejection positively
- Desire to build a career in sales, business development, financial services, or entrepreneurship
Preferred Qualifications
- Previous sales, internship, customer service, or leadership experience
- Experience in athletics, student organizations, or competitive activities
- Interest in finance, investing, wealth management, or financial planning
- Demonstrated ability to achieve goals and exceed expectations
Ideal Candidate Traits
- Relentless and persistent in pursuing opportunities
- Positive attitude and strong mental toughness
- Takes coaching well and applies feedback quickly
- Organized and accountable
- Wants to learn from a proven producer
- Enjoys winning and achieving measurable goals
- Excited about a long-term career opportunity
Compensation & Growth
Compensation
- $45,000 annual base salary
- Performance-based bonuses
- Incentives tied to qualified appointments and business generated
- Ongoing training and professional development
Career Path
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.