Financial Advisor: Flexible Schedule & Growth Path

Dorner District - Northwestern Mutual

Peoria (IL)

On-site

USD 60,000 - 100,000

Full time

4 days ago
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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

Northwestern Mutual's Dorner District is hiring a Financial Representative to help clients achieve financial security through personalized insurance solutions and tailored planning. You will build long-term relationships, assess needs, and craft strategies that align with clients' goals.

You will collaborate with a supportive team, receive mentorship, and access ongoing training and sponsorship for licenses.

Qualifications

  • Bachelor's degree preferred.
  • Experience in financial services or business development is beneficial but not required.
  • Strong interpersonal and communication skills.
  • Licenses such as Series 6, 63 and state insurance licenses; sponsorship available.

Responsibilities

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

Skills

Interpersonal skills
Communication
Sales aptitude
Licenses

Education

Bachelor's degree preferred

Job description

Northwestern Mutual's Dorner District is hiring a Financial Representative to help clients achieve financial security through personalized insurance solutions and tailored planning. You will build long-term relationships, assess needs, and craft strategies that align with clients' goals.

You will collaborate with a supportive team, receive mentorship, and access ongoing training and sponsorship for licenses.

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