Entry Level Financial Representative

Yoder District - Northwestern Mutual; Fort Collins (CO); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Support and Mentorship

Work-Life Balance

Impact

Job summary

Northwestern Mutual is seeking a Financial Representative in Fort Collins, CO to build enduring client relationships, assess financial goals, and deliver personalized insurance solutions and comprehensive financial planning.

You will work with mentors and a dedicated planning team, participate in elite training, and benefit from a flexible schedule with advancement opportunities and sponsorship for licenses.

Qualifications

• A bachelor's degree is preferred but not required.
• Previous experience in financial services, insurance, or business development is beneficial.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust with clients.
• Licenses such as Series 6, Series 63, and state life/health licenses; licensing sponsorship available.

Responsibilities

• Engage clients to understand financial goals and provide tailored insurance solutions.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Maintain relationships with clients and provide ongoing plan updates.
• Network through referrals, community involvement, and professional associations.
• Assist in building new client relationships and revenue growth.

Skills

Interpersonal communication

Analytical thinking

Trust building

Education

Bachelor's degree preferred

Tools

Series 6 license

Series 63 license

State insurance licenses

Job description

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

At the Yoder District - Northwestern Mutual, we inspire individuals to align their actions with their intentions, empowering them to achieve financial security and live purpose-driven lives.

Our vision is rooted in a family-like culture built on integrity, personal responsibility, and gratitude. Together, we strive to make an impact—both in the lives of those we serve and in our community. Through our elite training programs, advanced designations, and personal growth initiatives, we cultivate a team of people of character who are motivated to lead, grow, and give back.

We are proud to support causes close to our community, including the Cystic Fibrosis Foundation, Realities for Children, Jae Foundation, and Slammin Famine, ensuring our legacy of care extends far beyond financial planning.

Our commitment to growth, integrated financial planning, and community giving makes us the destination of choice for clients and team members alike, creating meaningful connections that inspire a lasting impact.

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

Our Thriving Offices are Located:

• District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
• Cheyenne, WY 212 E 22nd Street Cheyenne, WY 82001
• Laramie, WY 866 N 4th St, Ste 2, Laramie, WY 82072
• Greeley, CO 710 11th Ave Unit L45 Greeley, CO 80631
• Expansion across Jackson, WY.

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business:

Haley Stevens - Chief Operating Officer:

• How long with NM? Joined Northwestern Mutual 9 years ago.
• Prior Experience? Previously was in Retail Management as well as Sales Management before starting with NM.
• Passionate About? Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.

Ryan Yoder - Managing Director, Partner, & Wealth Management Advisor:

• How long with NM? Been with Northwestern Mutual for 31 years.
• Prior Experience? Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
• Passionate About? Loves spending time with his wife and 4 children. Enjoys serving as the Head Men’s Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.

Cory Schroeder - Growth & Development Director, Wealth Management Advisor:

• How long with NM? Been with Northwestern Mutual for 7 years.
• Prior Experience? Was in the military and also owned a few of his own businesses prior to starting with NM.
• Passionate About? Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.

Josh Schilt - College Unit Director & Financial Advisor:

• How long with NM? Been with Northwestern Mutual for 4 years.
• Prior Experience? Former college student and also worked on a fencing crew building fences for cattle.
• Passionate About? Loves spending time with family as well as hunting and hiking in the mountains.

Brian Campbell - Growth & Development Director, Wealth Management Advisor:

• How long with NM? Been with Northwestern Mutual for 21 years.
• Prior Experience? Began his career with NM as an intern while attending Colorado State University.
• Passionate About? Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.

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, but not required.
• 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.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.