Outside Representative with Education Background

P&W Financial Group - Northwestern Mutual; Jackson (MS); Remote; USD 50,000 - 85,000; Full time

Benefits offered by this job

Significant bonus opportunity

Dental insurance

Health insurance

Life insurance

Retirement plan

Vision insurance

Ongoing professional development

Local culture of support and positive

Job summary

P&W Financial Group is seeking a Financial Representative to educate clients on financial planning and insurance options, and to build lasting relationships within a supportive local team. The role offers flexible scheduling and growth opportunities within Northwestern Mutual’s network.

Applicants should be goal-driven, with strong communication skills and a willingness to obtain required licenses. The office is in Madison, MS, with remote options available.

Qualifications

• Strong communication and interpersonal skills are essential.
• Life insurance license and FINRA certifications are preferred 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

Strong communication

Interpersonal skills

Goal-oriented

Education

Life insurance license

FINRA certifications

Job description

Benefits:

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

Transition Your Teaching Skills into Financial Services:

• Leverage Your Communication Expertise: Educators excel in financial services because they have the confidence and communication skills needed to guide clients through important decisions that can shape their financial futures.
• Build Lifelong Relationships: While educators often lose touch with students as they move into new life stages, financial services allow you to maintain close, long-term relationships with clients, helping them at every stage of life.
• See the Impact of Your Work: Just as you’ve witnessed the difference you made in the classroom, this career offers the chance to see how your guidance positively affects clients’ lives, both now and in the future.
• Achieve Greater Rewards: Transitioning into financial services can offer not only a more rewarding career path but often greater financial opportunities as well.

Meet Our Team:

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 Us:

Join the winning team at P&W Financial Group! We are significantly investing in growth through the development of new internal leaders and eager to hear your story! We are committed to building a winning team through the development of emerging leaders and a culture of growth. Our passion for community drives us to support local organizations such as the Fellowship of Christian Athletes (FCA), Young Life, The Mind Center, and the Children's Hospital of Mississippi in Jackson. Join us and take the next step in your professional journey with a team dedicated to success and service.

Our office is located at:

107 Merchant Street, Suite 2A Madison, MS 39110.

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).

P&W Financial Group Mission:

To Live a Life Uncommon.

Our Unique Angle: Meticulous Training and Support

We distinguish ourselves by prioritizing a meticulous focus on the process, ensuring sustainable business practices and a predictable high-activity approach, setting us apart from an industry often fixated on end results.

Position Perks:

• Significant bonus opportunity commensurate with outcomes
• Dental insurance
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance
• Ongoing professional development
• Local culture of support and positive recognition

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.

Flexible work from home options available.