Entry Level Financial Representative

$68,000 - $109,000/Yr

Kosnick District of Northwestern Mutual - Waukegan, IL

Full-time - Entry Level

Remote - Waukegan, IL

251-500 employees

About the position

As an Entry Level Financial Representative at Northwestern Mutual, you will play a crucial role in helping individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. This position involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. You will have the opportunity to work in a supportive environment that emphasizes professional development and community involvement.

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

• An associate degree or higher is preferred.
• Previous experience in financial services, insurance or business development is beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking and the ability to build trust and rapport with clients.
• Ability to obtain necessary licenses, with training and sponsorship available.

Nice-to-haves

• Experience in financial services or business development.
• Familiarity with insurance products and financial planning.

Benefits

• 401(k)
• 401(k) matching
• Bonus based on performance
• Company parties
• Dental insurance
• Flexible schedule
• Health insurance
• Opportunity for advancement
• Training & development
• Vision insurance