Financial Representative: Flexible Schedule & Growth Path

Northwestern Mutual - Louisville; Louisville (KY); On-site; USD 45,000 - 95,000; 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 - Louisville is seeking a driven Financial Representative to help individuals and businesses achieve financial security through tailored insurance solutions and planning.

You will build long-term client relationships, develop personalized financial plans, and benefit from a supportive team, license sponsorship, and a flexible schedule that supports work-life balance.

Qualifications

• Education: a bachelor's degree is strongly preferred.
• Experience in financial services, insurance or business development is beneficial but not required.
• Licensing requirements include Series 6 and 63 with sponsorship available.

Responsibilities

• Client Consultation: engage with clients to understand financial goals.
• Financial Planning: develop comprehensive plans including investments and retirement.
• Insurance Solutions: recommend and implement insurance strategies.
• Ongoing Support: monitor plans and adjust as needed.
• Networking: build and maintain a client network through referrals.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client rapport

Education

Bachelor's degree

Tools

Licensing: Series 6/63

Job description

Northwestern Mutual - Louisville is seeking a driven Financial Representative to help individuals and businesses achieve financial security through tailored insurance solutions and planning.

You will build long-term client relationships, develop personalized financial plans, and benefit from a supportive team, license sponsorship, and a flexible schedule that supports work-life balance.