Financial Representative - Entry Level

Northwestern Mutual - Princeton; Wall (SD); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual is seeking a Financial Representative to help individuals and small businesses achieve their financial goals through personalized insurance and planning solutions. You will build lasting relationships, assess client needs, and tailor comprehensive plans that include investments, insurance, and retirement strategies.

You will develop long-term client trust, provide ongoing guidance, and collaborate with a mentorship-driven planning team to grow and serve a diverse community.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills; analytical thinker.

Responsibilities

• Consult clients to understand financial goals and create tailored plans.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Provide ongoing support and adjust plans as client needs evolve.
• Network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Trust-building

Education

Bachelor's degree preferred

Job description

Benefits:

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

At New Jersey 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:

1670 Route 34, Suite 2, Wall Twp., NJ 07727

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:

Rick McGarry – Managing Director:

• Time with NM: 42 years.
• Prior Experience: Rick has spent his career with Northwestern Mutual, building over four decades of experience helping clients achieve financial security and long-term confidence.
• Passionate About: Rick values spending time with his family and enjoys outdoor activities such as boating, golfing, and playing softball. He also loves to travel and is a devoted New York Mets fan.

Tanner Stewart – Growth & Development Director:

• Time with NM: 17 years.
• Prior Experience: N/A.
• Passionate About: Tanner enjoys coaching his children's sports teams and spending quality time with his family. Outside of work, he loves traveling, boating during the summer, and relaxing at the beach.

Ed Spinello – Growth & Development Director:

• Time with NM: 5 years.
• Prior Experience: N/A.
• Passionate About: Ed enjoys both playing and watching sports, with football being his favorite. He also follows baseball, hockey, and basketball, and spends much of his free time staying active at the gym.

Giana Coccimiglio – Director of Talent Acquisition:

• Time with NM: 2 years.
• Prior Experience: N/A.
• Passionate About: Giana enjoys spending time with her family and friends. She loves taking dance classes, attending concerts, going on walks, and relaxing at the beach.

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 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. Rick McGarry is a Managing Director of NM and is not in legal partnership with NM, or its subsidiaries.