Financial Advisor — Flexible Schedule, Growth & Mentorship

Dorner District - Northwestern Mutual; Champaign (IL); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

The Dorner District of Northwestern Mutual in Champaign, IL is seeking a Financial Representative to build long-term relationships and provide tailored insurance and financial planning solutions. You will work with individuals and business clients to understand goals and design personalized plans.

As part of a collaborative team, you will engage in client consultations, develop comprehensive financial plans, recommend insurance strategies, and offer ongoing support.

Qualifications

• Education: A bachelor's degree is preferred.
• Experience in financial services, insurance or business development is beneficial but not required.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.

Responsibilities

• Client consultation to understand goals and concerns.
• Financial planning covering investments, insurance and retirement.
• Insurance solutions to protect assets and income.
• Ongoing support and plan updates as circumstances change.
• Networking to build a client base and referrals.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust-building

Education

Bachelor's degree

Tools

Licenses: Series 6/63

State insurance licenses

Job description

The Dorner District of Northwestern Mutual in Champaign, IL is seeking a Financial Representative to build long-term relationships and provide tailored insurance and financial planning solutions. You will work with individuals and business clients to understand goals and design personalized plans.

As part of a collaborative team, you will engage in client consultations, develop comprehensive financial plans, recommend insurance strategies, and offer ongoing support.