Financial Representative - Seeking Career Changers

Northwestern Mutual - The Lincoln Group; Lincoln (NE); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Professional development

Performance incentives

Mentorship support

Flexible schedule

Community impact

Job summary

Northwestern Mutual - The Lincoln Group is seeking a Financial Representative to build long-term client relationships through tailored insurance and financial planning solutions. You will work with individuals and businesses to assess needs, design plans, and provide ongoing support.

The role emphasizes consultative sales, financial analysis, and planning, with sponsorship for licenses and opportunities for advancement within a supportive team environment in Lincoln, NE.

Qualifications

• Bachelor's degree is highly preferred, but not required.
• Experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking and the ability to build trust with clients.

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

Trust-building

Education

Bachelor's degree

Job description

Benefits:

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

At Northwestern Mutual - The Lincoln Group, we envision a future where individuals and families thrive with confidence, purpose, and security. Guided by our core values—putting people first, celebrating respect, striving for achievement, and empowering others to build their best lives,we are dedicated to making a meaningful difference in the lives we touch.

Our passion extends beyond financial planning to champion the fight against childhood cancer. With over $1.2 million raised locally, 15,000+ community service hours, and 150+ impactful events, we proudly support organizations like Children’s Nebraska, Alex’s Lemonade Stand, the Leukemia & Lymphoma Society, and Team Jack.

Rooted in our purpose of strengthening communities through financial security, we aim to inspire hope, amplify potential, and build a brighter, more equitable future for all. Together, we create lasting change and a legacy of excellence.

Our thriving office is located: 8333 Glynoaks Dr, Suite 100 Lincoln, NE 68516

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” 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:

Nathan Kruse - Wealth Management Advisor & Managing Director:

• How long with NM? Started with NM 15 years ago.
• Prior Experience? Began as an intern with NM during college.
• Passionate About? Enjoys spending time with family, watching Nebraska Husker football, golfing, and hunting.

Russell Walton - Financial Advisor:

• How long with NM? Been with NM for 12 years.
• Prior Experience? Previously a bank teller, sales intern, then began as an intern with NM.
• Passionate About? Loves sports such as wrestling, football, and golf. He also enjoys spending time with family and traveling.

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.

Laurie Sagehorn - Director of Development:

• How long with NM? Been with NM for 5 years.
• Prior Experience? Was in Pharmaceutical Sales prior.
• Passionate About? Loves cheering on her son’s high school sports teams. Enjoys family time as well as traveling.

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 highly 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. Nathan Kruse is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.