Financial Representative - Entry Level
Job
Hlubek District - Northwestern Mutual
Remote
Full-Time
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Job Description
Benefits:
Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Hlubek District- Northwestern Mutual, our mission is clear: "To help people discover and achieve what's possible.
Our thriving office is located:
936 Broadway St Suite E, Quincy, IL 62301 Follow this link to hear about a Day in the Life of aNorthwestern Mutual Advisor:
https://youtu.be/tar1BSa7Gaw A Glance at Northwestern Mutual (NM): Northwestern Mutual is aFORTUNE 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- as was recognized by FORTUNE ® as one of the "World's Most Admired" life insurance companies in 2024
- with a unique culture deeply dedicated to helping people achieve financial security.
Heartbeat of Our Business:
Casey Hlubek- Managing Director How long with NM? 18 years Prior to? Assistant General Manager at a restaurant. Passionate about? Enjoys traveling with his family, watching his kids play sports, playing basketball, and cooking. Chris Piette
- Growth Development Director How long with NM? 9 years Prior to? Logistics coordinator for a trucking company. Passionate about? Enjoys spending time outdoors, hanging out with his family, and is an Eagle Scout. Nick Hun
- Growth Development Director How long with NM? 4 years Prior to? Top 10 intern with Northwestern Mutual, converted full-time upon graduation. Passionate about? Has a past military background, enjoys hunting, watching sports, and spending time with family. Sara Skaff
- Financial Representative How long with NM?
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 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. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Casey Hlubek is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.Similar remote jobs
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