Financial Representative — Flexible Schedule & Growth Path

Dorner District - Northwestern Mutual; Bloomington (IL); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Advancement opportunities

Training & development

Vision insurance

Job summary

The Dorner District of Northwestern Mutual is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning. You will build long-term client relationships and provide tailored financial strategies.

Leaders in the district bring years of experience and a culture of mentorship, collaboration, and community involvement, with ongoing training and advancement opportunities available to motivated professionals.

Qualifications

• Bachelor's degree preferred.
• Experience in financial services is beneficial but not required.
• Strong interpersonal and communication skills.
• Licenses such as Series 6, Series 63 and state insurance licenses; training and sponsorship available.

Responsibilities

• Client Consultation: Engage with clients to understand financial goals, aspirations, and concerns.
• Financial Planning: Develop comprehensive plans including investments, insurance, and retirement.
• Insurance Solutions: Recommend and implement insurance strategies to protect assets and income.
• Ongoing Support: Monitor plans and provide updates, adjusting strategies as needed.
• Networking: Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Relationship building

Education

Bachelor's degree preferred

Tools

Series 6 license

Series 63 license

State insurance licenses

Job description

The Dorner District of Northwestern Mutual is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and planning. You will build long-term client relationships and provide tailored financial strategies.

Leaders in the district bring years of experience and a culture of mentorship, collaboration, and community involvement, with ongoing training and advancement opportunities available to motivated professionals.