Financial Planning & Insurance Advisor

Jump District - Northwestern Mutual; Decatur (IL); On-site; USD 120,000 - 180,000; 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

Jump District - Northwestern Mutual in Decatur, IL seeks a Financial Representative to help individuals and businesses secure their financial futures through tailored insurance solutions and comprehensive planning.

You'll build lasting client relationships, develop personalized plans, and work with a supportive team backed by Northwestern Mutual's resources and awards. This role offers mentorship, training, and advancement opportunities within a growth-focused environment.

Qualifications

• Bachelor's degree preferred but not required.
• Experience in financial services or insurance beneficial but not required.
• Strong interpersonal and communication skills.
• Licenses: Series 6, 63, and state insurance licenses (training and sponsorship available).

Responsibilities

• Client consultations to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor and adjust client plans as circumstances change.
• Build and maintain a referral network through community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree preferred

Tools

Series 6

Series 63

Insurance licenses

Job description

Jump District - Northwestern Mutual in Decatur, IL seeks a Financial Representative to help individuals and businesses secure their financial futures through tailored insurance solutions and comprehensive planning.

You'll build lasting client relationships, develop personalized plans, and work with a supportive team backed by Northwestern Mutual's resources and awards. This role offers mentorship, training, and advancement opportunities within a growth-focused environment.