Financial Representative - Training Provided

Northwestern Mutual - Wilmington; Wilmington (NC); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Performance bonus

Health insurance

Flexible schedule

Training and development

Advanced sponsorship

Pension

Company events

Job summary

Northwestern Mutual in Wilmington, NC is seeking a financial professional focused on helping clients move toward their goals through tailored insurance solutions and comprehensive financial planning.

This onsite role offers a competitive salary of USD 65,000 to 85,000 per year, performance incentives, and structured support from a planning team, mentors, and marketing resources.

Qualifications

• Bachelor’s degree preferred.
• Strong interpersonal and communication skills.
• Prior experience in financial services or sales is beneficial but not required.

Responsibilities

• Connect with clients to understand financial goals and concerns.
• Build comprehensive financial plans including investments and insurance.
• Develop and implement insurance strategies to protect assets and income.
• Review plans over time and adjust strategies as circumstances change.
• Grow your client network through referrals and community involvement.

Skills

Interpersonal skills

Communication skills

Education

Bachelor’s degree preferred

Job description

Join a team focused on long-term financial security, where you can help individuals and businesses move toward their goals using tailored insurance solutions and financial planning. This onsite role in Wilmington, NC offers a competitive salary (USD 65,000 to 85,000 per year), performance-based incentives, and structured support from a dedicated planning team, marketing resources, and experienced mentors.

Northwestern Mutual is a FORTUNE 500 company serving more than 5 million people. As a mutual company, it operates with policyowners in mind, not Wall Street.

What you will do

• Connect with clients to understand their financial goals, aspirations, and concerns.
• Build comprehensive financial plans that can include investments, insurance, and retirement.
• Develop and implement insurance strategies designed to protect clients’ assets and income.
• Review and monitor plans over time, providing regular updates and adjusting strategies as circumstances change.
• Grow your client network through referrals, community involvement, and professional associations.

Licensing and training support

Training and sponsorship are provided to help you obtain required licenses, including Series 6, Series 63, and applicable state insurance licenses. Licensing costs may be eligible for reimbursement in accordance with company policy.

Qualifications

• Bachelor’s degree preferred.
• Prior experience in financial services, insurance, or business development is beneficial but not required.
• Strong interpersonal and communication skills, with analytical thinking and the ability to build trust and rapport.

Benefits and growth

• Bonus based on performance and a competitive compensation structure with performance incentives, with no ceiling.
• Health, dental, and vision insurance.
• Flexible schedule that can be shaped around your lifestyle and goals.
• Training and development, including access to ongoing programs and sponsorship for advanced certifications.
• Opportunity for advancement.
• Company-funded pension and contributions to PFGF, designed as a profit-sharing retirement plan to support long-term financial future.
• Company parties and a community-focused mission.
• Support from a dedicated planning team, marketing resources, and experienced mentors.

Office location: 1111 Military Cutoff Road, Suite 251, Wilmington, NC 28405