Financial Representative

Northwestern Mutual Group; Jamison (PA); On-site; USD 60,000 - 120,000; Full time

Benefits offered by this job

Professional dev

Incentives

Mentorship

Work-life balance

Community impact

Job summary

Northwestern Mutual is seeking a Financial Representative in Jamison, PA to build long-term client relationships through personalized insurance and financial planning solutions. You will identify client needs, recommend strategies, and guide families toward financial security with a trusted planning team.

The role emphasizes ongoing support, networking, and professional development, with sponsorship for licenses and growth opportunities.

Qualifications

• Bachelor's degree preferred; education valued but not strictly required.
• Experience in financial services beneficial but not mandatory; training available.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals and concerns.
• Financial Planning: Develop plans including investments, insurance, and retirement.
• Ongoing Support: Monitor and update financial plans as needs change.
• Networking: Build client network through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Rapport with clients

Education

Bachelor's degree preferred

Tools

Series 6 license

Series 63 license

State insurance licenses

Job description

Benefits:

• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance

At Bucks County of Northwestern Mutual, our mission is simple yet powerful: to inspire people to live the life they can imagine. We foster a culture that prioritizes training, continued education, and mentorship, ensuring our team members are equipped to thrive. Our commitment to diversity and inclusion is reflected in initiatives like our Local Diversity and Inclusion Council and annual Strength in Belonging Summit, as well as our Local Black Advisor Resource Group (The BAG). We also believe in making a meaningful difference in our community, supporting organizations such as Alex’s Lemonade Stand Foundation, the Black Women NJ Group (Rose Gold Sponsor), Scholars of Finance, and Special Olympics. Here, we combine purpose, professional growth, and community impact to help both our clients and our team members achieve extraordinary success.

Our thriving office is located at:

2500 York Rd, Suite 200, Jamison, PA 18929

Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business:

Jesse May – Managing Director:

• Time with NM: 25 years.
• Prior Experience: Married to his high school sweetheart, Melissa, Jesse has built his life around strong family values. His daughter works alongside him in the office as his Director of Operations and Associate Financial Representative.
• Passionate About: Jesse is a devoted family man with four children. He enjoys fine wines, hosting bonfires at his home, and is always ready to share a fun fact.
• Follow this link to learn more about Jesse: https://www.linkedin.com/in/jesse-may-30480442/

Jessica Hamilton, Talent Acquisition & Growth Manager

• Time with NM: 5 years
• Prior experience: Business Development Manager in the automotive industry, where she built expertise in relationship building and business growth
• Passionate about: Time with her husband, Max, their son, Hudson, and their dog, Mr. Finnegan. Outside of work, she loves traveling, cooking, and making memories with her family.

Eric Knoblauch, Growth & Development Director

• Time with NM: 10 years
• Prior experience: Built his career in the construction industry before joining Northwestern Mutual
• Passionate about: Family. Eric and his wife, Ashley, are high school sweethearts who both attended Penn State, where their oldest daughter is now a student. They also have a younger daughter and a dog named Jamie. In his free time, he enjoys networking events, trivia nights, and time with his family.

About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long‑term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

• Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
• Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

• Education: A bachelor's degree is preferred.
• Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
• Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
• Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

• Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
• Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
• Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
• Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
• Impact: Make a lasting impact by guiding individuals and families in your community toward financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tom Galina is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.