Financial Representative Entry Level

Job Description

Job Description

Benefits :

Retirement

Bonus based on performance

Company parties

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Training & development

Vision insurance

At Northwestern Mutual - Wilmington, our mission is to empower individuals and families to take control of their financial futures through personalized planning, values-based guidance, and meaningful relationships. Rooted in a culture of excellence and community, we are proud to support local organizations including the North Carolina Food Bank, Welcome Home Angels, and Alexs Lemonade Stand. We also maintain strong ties to the University of North Carolina Wilmington, with leadership serving on the Board of Visitors and active involvement in the Center for Sales Excellence & Customer Delight. Whether building financial strategies or giving back to our community, we are committed to making a lasting impact in everything we do.

Our thriving office is located at : 1111 Military Cutoff Road, Suite 251, Wilmington, NC 28405

Watch this short video to experience A Day in the Life of a Northwestern Mutual Advisor : https : / / youtu.be / tar1BSa7Gaw

A Glance at Northwestern Mutual (NM) :

Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Some of Our Local Leaders, the Heartbeat of Our Business :

Brian M. Cox, CFP District Agent :

• Time with NM : 22 years
• Prior Experience : Prior to joining Northwestern Mutual, Brian built his career in financial services, ultimately rising to leadership within the firm.
• Passionate About : Brian enjoys traveling with his family, playing golf, and keeping tabs on all things related to soccer. His dedication to both his clients and personal life reflects his belief in living a well-rounded and meaningful life.

Lyndsey Stainback Financial Representative :

• Time with NM : 18 years
• Prior Experience : Served as Chief Recruiting Officer at Northwestern Mutual, where she played a key role in developing talent across the organization.
• Passionate About : Lyndsey is passionate about family life, traveling, tennis, and staying involved in her childrens sporting activities.

Ryan Nally Financial Representative :

• Time with NM : 7 years
• Prior Experience : Joined Northwestern Mutual as a college intern while playing Division I soccer at the University of North Carolina Wilmington (UNCW).
• Passionate About : Ryan enjoys spending time with family, playing soccer and golf, and surfing whenever he can.

Sean Carano Financial Representative :

• Time with NM : 6 months
• Prior Experience : Retired Lieutenant Colonel with Marine Special Operations Command (MARSOC), bringing years of leadership and service experience.
• Passionate About : Sean is devoted to family, travel, fitness, and helping other veterans successfully transition into civilian life and careers.

About the 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 :
• Retirement
• 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 PFGFour 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. Brian Cox is a General Agent of NM and is not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.