Financial Representative - Entry Level

Northwestern Mutual; Louisville (KY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Retirement

Performance bonus

Company events

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

Northwestern Mutual in Louisville, KY is seeking a Financial Representative to help individuals and businesses achieve financial security through personalized insurance solutions and comprehensive financial planning.

The role emphasizes building long-term relationships, understanding clients' unique needs, and delivering tailored financial solutions with ongoing support, mentorship, and opportunities for income growth within a collaborative team.

Qualifications

• Bachelor's degree strongly preferred.
• Experience in financial services or insurance is beneficial but not required.
• Licenses such as Series 6, Series 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 solutions to protect assets and income.
• Provide ongoing support with regular plan updates and strategy adjustments.
• Network to build a client base through referrals, community involvement, and associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client relationship building

Education

Bachelor's degree preferred

Job description

Benefits:

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

At the Louisville Group of Northwestern Mutual, we are dedicated to helping good people experience a great quality of life through strong, properly funded financial plans, which are the cornerstone of financial security.

Our team is guided by the values of courage, character, and a commitment to excellence, and we strive to create an environment that celebrates recognition, impact, interdependence, and opportunity for income growth. Beyond our work in financial services, we are deeply committed to giving back to our community, supporting organizations such as West End School, Pediatric Cancer Research via Norton Children's, B&B, and Heal Dog Heal.

Our offices are located at:

• 140 Whittington Parkway, Louisville, KY 40299
• 400 E Market Street Louisville, KY 40202 Ste. 200

Follow this link to hear about a Day in the Life of a Financial Representative with the Northwestern Mutual: https://www.youtube.com/watch?v=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" life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Our Team:

Sophia Fischer - District Director and Chief Development Officer:

• Time with NM: 9 years.
• Prior Experience: Began her career with Northwestern Mutual as an AFR supporting a successful female advisor. She has also held a role on the Network Office team and now operates with both an advisor and leadership contract. Prior to NM, Sophia worked for three years at the University of Louisville College of Business after completing her MBA, and before that served as a Surface Warfare Officer in the Navy.
• Passionate About: Sophia enjoys spending time with her close family and being outdoors. A farm girl at heart, she has a deep love for animals, especially dogs, cats, and horses, and enjoys working outside, hiking, and spending time on the farm. She also has an adventurous side and loves traveling and trying new experiences, including skydiving, scuba diving, hang gliding, parasailing, snowmobiling, and skiing.

Cory Thorne - Financial Advisor and District Director (DTO):

• Time with NM: 16 years.
• Prior Experience: Began his professional career with Northwestern Mutual as an intern during his junior year of college and has built his entire career within the organization.
• Passionate About: Cory is passionate about his family, his wife Kathryn and daughters Emma and Hannah. He enjoys spending time outdoors, including mountain biking and hiking. His hobbies include woodworking, photography, and golf.

Anthony Mosley - Chief Recruiting Officer:

• Time with NM: 1 Year.
• Prior Experience: Brings 13 years of experience in recruitment operations, talent attraction, and leadership. Prior to joining Northwestern Mutual, Anthony worked with companies including Facebook, Congo Brands, and Aerotek.
• Passionate About: Anthony is a devoted husband and father and enjoys spending time with his family. He loves college football and spending time outdoors in the sun.

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.
• Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
• 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 strongly 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 towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Mosely is a Chief Recruitment Officer of NM and not in legal partnership with NM, or its subsidiaries.