Financial Representative with Business Development Focus

Northwestern Mutua; Bellevue (WA); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Professional Development

Income Potential

Mentorship & Support

Work-Life Balance

Retirement Benefits

Community Impact

Job summary

Northwestern Mutual is seeking to transition business development and client-facing professionals into a rewarding career in financial services in the Puget Sound area. You will educate clients on planning and insurance, build lasting relationships, and collaborate with a local, supportive team to drive client outcomes.

The role emphasizes leveraging client-facing expertise to guide decision-making and create long-term financial security for families and communities in the

Qualifications

• Strong communication and interpersonal skills required.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Skills

Communication skills

Interpersonal skills

Goal-oriented

Job description

Benefits:

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

Transition Your Business Development Skills into a Career in Financial Services with Northwestern Mutual – Puget Sound!

Your ability to build relationships, understand client needs, and deliver tailored solutions could make you an ideal fit for a rewarding career in financial services. We are seeking business development and client-facing professionals with backgrounds in industries such as, auto, advertising, pharmaceuticals, medical equipment, P&C, logistics, real estate, telecom/IT, industrial equipment, or media.

• Leverage Your Client-Facing Expertise: Your background in business development or consulting has given you strong communication and negotiation skills. In financial services, you could use those same strengths to educate clients, guide decision-making, and build long-term trust.
• Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
• See the Impact of Your Work: In business development, you’ve helped organizations and individuals achieve growth. In this role, you could see the direct impact of your guidance as families and communities gain lasting financial security.
• Unlock Unlimited Earning Potential: A career in financial services could provide significant earning opportunities, along with a clear path for professional growth and leadership.

Our offices are located at:

• Seattle: 601 Union St. #2500, Seattle, WA. 98101
• Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004
• Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402

Meet Our Local Team:

Josh Johnston, Managing Partner (MP):

• Time with NM: 8 years.
• Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
• Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.

Blake Ozuna, District Director (DD):

• Time with NM: 9 years.
• Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
• Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.

Thomas Steingrebe, Managing Director (MD):

• Time with NM: 5 years.
• Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
• Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.

Victoria Nenchev, Managing Director (MD):

• Time with NM: 5 years.
• Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
• Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.

Position Responsibilities for a Financial Representative:

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Position Requirements:

• Strong communication and interpersonal skills.
• Goal-oriented with a desire to succeed.
• Life insurance license and FINRA certifications (or willingness to obtain).

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.
• Retirement Benefits: Company-funded pension and contributions to PFGF—our version of a profit-sharing retirement plan designed to support your long-term financial future.
• 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. Josh Johnston is a Managing Partner of NM and not in legal partnership with NM, or its subsidiaries.