Entry Level Financial Representative

Northwestern Mutual; Dubuque (IA); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Retirement

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Flexible work from home options

Job summary

Northwestern Mutual is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and tailored financial planning.

You will build long-term client relationships, understand unique needs, and provide customized financial strategies, including investments, insurance, and retirement planning. Training and sponsorship are available to obtain necessary licenses.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services, insurance or business development beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and ability to build trust with clients.
• Licenses such as Series 6, 63, and state insurance licenses; training and sponsorship available.

Responsibilities

• Client Consultation: Engage with clients to understand their financial goals and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets.
• Ongoing Support: Monitor plans and update strategies as needed.
• Networking: Build and maintain a client network through referrals and community involvement.

Skills

Interpersonal communication

Analytical thinking

Relationship building

Consultative selling

Education

Bachelor's degree preferred

Tools

Series 6/63 licenses

State insurance licenses

Job description

Benefits

• Retirement
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

About the Financial Representative Role

As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

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 is 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.

Flexible work from home options available.