Financial Planner & Advisor — Flexible Schedule & Growth

Dorner District - Northwestern Mutual; Bloomington (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Dorner District of Northwestern Mutual is hiring a Financial Representative to build long-term client relationships through personalized insurance solutions and financial planning. You will develop plans, understand client needs, and provide tailored recommendations while growing your advisory practice.

The role emphasizes client consultation, ongoing support, and strong community involvement. Licensing sponsorship and professional growth are available as part of our mentorship culture.

Qualifications

• Strong interpersonal and communication skills are essential.
• Experience in financial services or insurance is beneficial but not required.
• Bachelor’s degree preferred.

Responsibilities

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

Skills

Interpersonal skills

Communication

Analytical thinking

Rapport building

Education

Bachelor's degree

Job description

Dorner District of Northwestern Mutual is hiring a Financial Representative to build long-term client relationships through personalized insurance solutions and financial planning. You will develop plans, understand client needs, and provide tailored recommendations while growing your advisory practice.

The role emphasizes client consultation, ongoing support, and strong community involvement. Licensing sponsorship and professional growth are available as part of our mentorship culture.