Financial Planning & Insurance Advisor

Northwestern Mutual - Louisville; Louisville (KY); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Support and Mentorship

Work-Life Balance

Impact

Job summary

Northwestern Mutual Louisville is seeking a Financial Representative to help clients achieve financial security through personalized insurance and planning. You will build lasting relationships and provide tailored financial solutions that align with each client's goals.

The role emphasizes client consultations, comprehensive planning, insurance strategies, ongoing reviews, and a mentorship-driven environment with licensing and training support.

Qualifications

• Bachelor's degree strongly preferred.
• Experience in financial services helpful but not required.
• Strong interpersonal and communication skills; ability to build trust with clients.

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 clients' assets and income.
• Provide ongoing support and periodic plan reviews to adapt to life changes.
• Network to build and maintain a client base through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor's degree

Job description

Northwestern Mutual Louisville is seeking a Financial Representative to help clients achieve financial security through personalized insurance and planning. You will build lasting relationships and provide tailored financial solutions that align with each client's goals.

The role emphasizes client consultations, comprehensive planning, insurance strategies, ongoing reviews, and a mentorship-driven environment with licensing and training support.