Financial Representative -Training Provided

Northwestern Mutual; Greensboro (NC); On-site; USD 40,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Dental insurance

Vision insurance

Health insurance

Flexible schedule

Training & development

Opportunity for advancement

Company parties

Job summary

Northwestern Mutual – Greensboro is recruiting Financial Representatives to help individuals and businesses reach their financial goals through personalized insurance solutions and comprehensive financial planning. No background required; we provide training, licensing sponsorship (Series 6, 63, and state licenses), mentorship and ongoing support.

Join a team of advisors in a collaborative office, with a clear path for advancement and access to marketing resources, a strong training culture, and

Qualifications

• Bachelor’s degree in finance, business, or a related field is preferred.
• Experience in financial services, insurance, or business development is helpful but not required.
• Strong interpersonal and communication skills, analytical thinking, and the ability to build trust with clients.

Responsibilities

• Client consultation to understand goals, aspirations, and concerns.
• Financial planning across investments, insurance, and retirement.
• Insurance solutions to protect assets and income.
• Ongoing support and plan adjustments as circumstances change.
• Networking to build a client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Education

Bachelor's degree in finance, business, or a related field

Job description

Benefits:

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

We’ll Train You. We’ll Mentor You.

You don’t need a background in financial services to build a career here. You need drive, and a team willing to invest in you. At Northwestern Mutual - Greensboro, we have a clear vision for growth and are seeking several talented people to grow with us. From your first license to advanced certifications, we provide training, mentorship, and support to get you there.

How we develop you

• Licensing, covered. We provide training and sponsorship for the licenses you’ll need, such as Series 6, Series 63, and state insurance licenses.
• Ongoing training. You’ll have continuous access to training and development programs throughout your career, not only in your first year.
• Advanced certifications. We sponsor advanced certifications as you build your expertise.
• Mentorship. You’ll learn from experienced mentors in a supportive, inclusive office of 30 financial advisors.
• A team behind you. A dedicated planning team and marketing resources support you while you build your practice.

See it for yourself

Hear about a day in the life of a Northwestern Mutual advisor: https://youtu.be/tar1BSa7Gaw

Our district office:

333 N. Greene Street, Suite 400, Greensboro, NC 27401

Proof that people grow here

Our local leaders came from golf retail, banking, higher education, and even river guiding. Here is where they started and where they are now.

M. Scott Henegar, Managing Director

• Time with NM: 30 years (14 as an Advisor, 16 as Managing Director)
• Prior to: Resort consulting, snow ski instructor, and river guide
• Passionate about: Family, fly fishing, piloting single-engine airplanes, golf, and traveling with his family to Europe and the islands

Megan Parker, Director of Selection & Recruitment

• Time with NM: 3 years
• Prior to: Spent 9 years in higher education, working in conferencing, event planning, sales, talent acquisition, and career services
• Passionate about: Traveling, live music, college basketball and football (Go Deacs!), musical theater, club Pilates, volunteering in her community, and gardening

Kristin Kling, Financial Advisor

• Time with NM: 10+ years
• Prior to: Held call center and banking roles at American Express, Wells Fargo, and Lincoln Financial
• Passionate about: Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people

Jeff Jackman, Wealth Management Advisor & Growth and Development Director

• Time with NM: 10+ years
• Prior to: Worked in the golf business, selling and fitting golf clubs since college
• Passionate about: Time with his 1-year-old daughter, grilling BBQ, golf, snowboarding, Pittsburgh sports, personal development, and psychology

What you’ll learn to do

As a Financial Representative, you’ll help individuals and businesses reach their financial goals through personalized insurance solutions and financial planning.

• Client consultation. Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial planning. Develop comprehensive plans that include investments, insurance, and retirement.
• Insurance solutions. Recommend and implement strategies that protect clients’ assets and income.
• Ongoing support. Monitor clients’ plans and adjust strategies as their circumstances change.
• Networking. Build and maintain a client network through referrals, community involvement, and professional associations.

What we’re looking for

• Education. A bachelor’s degree in finance, business, or a related field is preferred.
• Experience. Previous experience in financial services, insurance, or business development is helpful but not required.
• Skills. Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.

What else you get

• Income potential. A competitive compensation structure with performance incentives and no ceiling.
• Work-life balance. The flexibility to create a schedule that fits your lifestyle and goals.
• Impact. The chance to guide individuals and families in your community toward financial security.
• Community. An office that gives back, supporting organizations like UNCG Athletics and Alex’s Lemonade Stand for pediatric cancer research.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Scott Henegar is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.