Financial Representative Entry Level

Brase Network - Northwestern Mutual; Omaha (NE); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Support and Mentorship

Work-Life Balance

Impact

Job summary

Northwestern Mutual Omaha is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and comprehensive financial planning.

You will build long-term client relationships, understand unique needs, and provide tailored financial strategies with support from a planning team and mentors.

Qualifications

• Education: A bachelor’s degree is preferred, but not required.
• 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).

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.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Relationship building

Education

Bachelor’s degree preferred

Series 6 & 63 licenses

State insurance licenses

Job description

Benefits

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

At Northwestern Mutual Omaha

our mission is to empower individuals, families, and businesses to build their best lives through comprehensive financial planning and investment strategies. With a steadfast commitment to our core values—People First, Respect, Achievement, and Build Your Best Life—we provide clarity and confidence to help our clients define and pursue their “why.”

Recognized as Omaha's Best Financial Planning and Investment Firm for nearly a decade, we are proud to serve over 57,000 clients across Nebraska with nearly $4 billion in assets under management.

Beyond financial services, we are driven by a passion to make a difference in the fight against childhood cancer. Through partnerships with benefactors like Children’s Nebraska, Alex’s Lemonade Stand, the Leukemia & Lymphoma Society, and Team Jack, we strive to support research, treatment, and awareness for this critical cause.

At Northwestern Mutual Omaha, we are more than a financial partner—we are a trusted ally committed to helping you achieve your goals, secure your future, and make a meaningful impact in the world.

Our thriving office is located

9300 Underwood Avenue, Suite 500 Omaha, NE 68114.

Follow this link to hear about 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 policy owners—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 Some of Our Local Leaders, the Heartbeat of Our Business

Jennifer Brase - Managing Partner

• How long with NM? Been with NM for 35 years.
• Prior Experience? Graduate of University of Nebraska - Lincoln. Briefly worked process student loan claims prior to seeking a greater, growth oriented career with NM.
• Passionate About? Loves Nebraska Cornhusker football, camping, taking her kids on new adventures, and spending time with friends and family.

Dan Ferguson - Managing Director

• How long with NM? Been with NM for 20 years.
• Prior Experience? Was a bartender and server before starting with NM as an intern.
• Passionate About? Loves the game of golf. Enjoys coaching girls basketball, going to concerts, spending time with family, and watching Cornhuskers football.

Katie Eikmeier - Chief Development Officer

How long with NM? Been with NM for 12 years.
• Prior Experience? Worked in marketing and advertising prior.
• Passionate About? Really enjoys being outdoors, running, traveling, and going on adventures with her 3 children.

Nick Onken - Financial Advisor and Growth & Development Director

• How long with NM? Started with NM 4 years ago.
• Prior Experience? Spent 16 years in the golf industry starting in Florida and moving to Wisconsin, eventually to Nebraska.
• Passionate About? Loves everything about family. Spends as much free time as he can golfing. Has a passion for outdoor activities like hunting and fishing.

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 preferred, but not required.
• 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. Jennifer Brase is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.