Entry Level Financial Representative

Northwestern Mutual; Quincy (IL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual in Quincy, IL, is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, understand unique needs, and provide tailored financial strategies.

Key duties include client consultations, planning for investments, insurance and retirement, and ongoing support with plan reviews.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or insurance beneficial.
• Strong interpersonal and communication skills; ability to build trust with clients.
• Licenses such as Series 6, 63, and state insurance licenses; sponsorship available.

Responsibilities

• Client consultations to understand financial goals, aspirations and concerns.
• Develop comprehensive plans including investments, insurance and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Provide ongoing support with regular plan reviews and updates.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal communication

Relationship building

Analytical thinking

Licensing knowledge

Education

Bachelor's degree preferred

Job description

Benefits:

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

At Hlubek District – Northwestern Mutual, our mission is clear:

“To help people discover and achieve what’s possible.”

We are driven by the core values of Courage, Passion, and Growth, which guide everything we do. Our culture is built on strong relationships, both inside and outside the office, fostering an environment where we support and challenge each other. We’re more than just colleagues—we often vacation together, enjoy monthly office outings, and spend time together outside of work, creating a tight-knit and supportive team. As a part of our commitment to giving back, we invest heavily in our local community, particularly through the schools. We engage with students by hosting class talks at local colleges and support important causes like Alex’s Lemonade Stand and other local foundations. Joining Hlubek District means not just a career, but a chance to be part of a team that values both personal and professional growth, while making a positive impact on the community.

Our thriving office is located: 936 Broadway St Suite E, Quincy, IL 62301

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

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:

Casey Hlubek – Managing Director

• How long with NM? 18 years
• Prior to? Assistant General Manager at a restaurant.
• Passionate about? Enjoys traveling with his family, watching his kids play sports, playing basketball, and cooking.

Chris Piette – Growth Development Director

• How long with NM? 9 years
• Prior to? Logistics coordinator for a trucking company.
• Passionate about? Enjoys spending time outdoors, hanging out with his family, and is an Eagle Scout.

Nick Hun – Growth Development Director

• How long with NM? 4 years
• Prior to? Top 10 intern with Northwestern Mutual, converted full-time upon graduation.
• Passionate about? Has a past military background, enjoys hunting, watching sports, and spending time with family.

Sara Skaff – Financial Representative

• How long with NM? 1 year
• Prior to? Top 10 intern who converted to full-time after graduation.
• Passionate about? Loves running, cooking, and anything outdoors.

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.

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