Financial Representative - Entry Level (Mentorship & Growth)

Northwestern Mutual; Springfield (IL); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

Job summary

Northwestern Mutual – Central Illinois is seeking motivated Financial Representatives to help individuals and businesses achieve lasting financial security through personalized insurance solutions and comprehensive planning.

You will build long‑term client relationships, deliver tailored financial plans, and collaborate with mentors who support your growth with hands‑on coaching and sponsorship for licenses. This role offers a pathway to advancement within a collaborative team.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services or insurance beneficial but not required.
• Licenses such as Series 6, 63, and state insurance licenses may be sponsored.

Responsibilities

• Engage with clients to understand their financial goals, aspirations 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 updates, adjusting strategies as needed to meet changing circumstances.
• Network to build and maintain a client base through referrals and community involvement.

Education

Bachelor's degree preferred

Job description

Northwestern Mutual – Central Illinois is seeking motivated Financial Representatives to help individuals and businesses achieve lasting financial security through personalized insurance solutions and comprehensive planning.

You will build long‑term client relationships, deliver tailored financial plans, and collaborate with mentors who support your growth with hands‑on coaching and sponsorship for licenses. This role offers a pathway to advancement within a collaborative team.