Financial Representative - Training Provided

P&W Financial Group - Northwestern Mutual; Jackson (MS); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development

Income potential

Mentorship

Work-life balance

Community impact

Job summary

Northwestern Mutual is seeking a motivated Financial Representative to join our Mississippi team. You will help individuals and businesses achieve financial goals through personalized insurance solutions and planning, building long-term client relationships.

This hybrid role offers ongoing training, mentorship, and a path to advancement within a Fortune 500 financial services leader, with sponsorship for licenses and a flexible schedule to fit your life in Jackson and the surrounding area.

Qualifications

• Bachelor's degree in finance, business, or a related field is preferred.
• Experience in financial services or sales is beneficial but not required.
• Licenses such as Series 6, 63, and state life insurance licenses may be required or sponsored.

Responsibilities

• Client consultation to understand financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Provide ongoing support and updates to adapt plans over time.
• Build and maintain a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical thinking

Relationship-building

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

Join the winning team at P&W Financial Group (serving Northwestern Mutual across Greater Jackson to Mississippi's Gulf Coast and everywhere in-between)!

We are significantly investing in growth through the development of new internal leaders and eager to hear your story!

Our district office is located at:

107 Merchant Street, Suite 2A Madison, MS 39110

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, with a unique culture deeply dedicated to helping people achieve financial security.

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

Local Mississippi Charities Supported by Our District:

• Young Life: Consistently hosting pickleball tournaments and serving the local Board.
• Fellowship of Christian Athletes (FCA): Active participation on the Board supporting their initiatives.
• The Mind Center: Serving the Board, supporting brain health and research efforts.
• Children’s Hospital of Mississippi in Jackson: Major donors, with several team members passionate about supporting this cause.

Our Values:

Since the inception of our firm, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our team’s commitment to excellence, and the deep relationships we’ve had the opportunity to build with our clients.

SERVICE

Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan.

INTEGRITY

Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect.

DISCIPLINE

Consistent, disciplined action leads to exceptional results. Our team believes in time-tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals.

Meet some of our local leaders:

Chase Patrizzi, Managing Director:

• With Northwestern Mutual for 9 years
• Before Northwestern Mutual, Chase served in the National Guard a background that shows up in how he leads today, with the discipline and commitment to team that come from military service.
• Outside the office, Chase is a proud girl dad, an active supporter of Children's Hospital of Mississippi, and rarely turns down a round of golf.

Gates Willson - Growth & Development Director:

• With Northwestern Mutual for 5 years
• Gates is a Mississippi State graduate who joined Northwestern Mutual right out of college. A former high school football player and powerlifter, he brings that same competitive drive to helping advisors grow.
• Outside the office, Gates is active with Young Life and stays committed to fitness and strength training.

Julie Colbert, Financial Advisor:

• With Northwestern Mutual since 1990
• Julie is a Millsaps College graduate who joined Northwestern Mutual right out of college and has been with the firm ever since. She's a lifetime member of the Million Dollar Round Table, the industry's mark of top-tier financial professionals a distinction she's held throughout her career.
• Outside the office, Julie stays active through swimming and athletics, and is a dedicated volunteer in the community.

Christopher Johnston, Wealth Management Advisor:

• With Northwestern Mutual since 2008
• Christopher is an Ole Miss graduate in Psychology who joined Northwestern Mutual straight out of college, one of the few advisors on the team who’s built his entire career here. That tenure shows in the depth of experience he brings to clients and in the mentorship he offers newer advisors coming up.
• Outside the office, Christopher stays busy coaching, staying active with the Ole Miss Alumni Association, following basketball, and looks forward to deer hunting season.

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 in finance, business, or a related field is preferred.
• 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.

This is a Hybrid position.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Chase Patrizzi is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.